SCHD Forecast + Trading Strategies



Bearish<—>Bullish



80% Confidence




Bullish Case: SCHD's strong historical return profile and current low implied volatility suggest upside potential. Stable dividends and positive investor sentiment could drive modest gains.




Bearish Case: High implied volatility and recent price declines suggest potential downside risks. Sector concentration and economic uncertainties may exacerbate volatility, impacting future returns.




Potential Outcomes:
  • 45% chance of moderate growth due to stable dividends.
  • 35% chance of stabilization around current levels.
  • 20% chance of decline due to economic risks.




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May 13, 2025


Schwab US Dividend Equity Forecast

SCHD        Schwab US Dividend Equity











Correlated Assets

Assets that tend to move strongly with SCHD



DGRO Forecast + Options Trading Strategies   DGRO  iShares Core Dividend Growth (0.93)


FITB Forecast + Options Trading Strategies   FITB  Fifth Third Bancorp (0.87)


PNC Forecast + Options Trading Strategies   PNC  PNC Financial Services (0.84)


MTB Forecast + Options Trading Strategies   MTB  M & T (0.84)


CMI Forecast + Options Trading Strategies   CMI  Cummins (0.83)



Uncorrelated Assets

Assets with little price relationship to SCHD



WPC Forecast + Options Trading Strategies   WPC  W. P. Carey (-0.0)


HCC Forecast + Options Trading Strategies   HCC  Warrior Met Coal (-0.01)


ENS Forecast + Options Trading Strategies   ENS  Enersys (0.02)


TAL Forecast + Options Trading Strategies   TAL  TAL Education (0.02)


ZROZ Forecast + Options Trading Strategies   ZROZ  PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded (-0.03)



Anticorrelated Assets

Assets that tend to move strongly against SCHD



EC Forecast + Options Trading Strategies   EC  Ecopetrol SA (-0.5)


WBA Forecast + Options Trading Strategies   WBA  Walgreens Boots Alliance (-0.55)


EWW Forecast + Options Trading Strategies   EWW  iShares MSCI Mexico (-0.57)


PAGS Forecast + Options Trading Strategies   PAGS  PagSeguro Digital (-0.58)


UDN Forecast + Options Trading Strategies   UDN  Invesco DB US Dollar Index Bearish (-0.63)









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