How Mark Roussin, CPA’s view on $SCHD changed

2026-09-23Bullish
“SCHD Just Made a BIG Move — Here's What Changed”
SCHD is the best dividend ETF; it remains a core holding for the speaker.

SCHD Fund has just made one of its biggest portfolio changes of the year. Not just for this year, but for many years. And if you are one of the millions of investors who own SCHD, and I am one of them, your portfolio looks remarkably different today.

As many of you may already know, SCHD updates its portfolio, its entire portfolio, once a year in the spring. This is the annual reconstitution, where we get a set of new stocks that are added to the portfolio and others that are excluded.