I Rebuilt SCHD's Old Portfolio... Here's What I Found
7 extracted signals · 4 resolved · 3 still active
Mark Roussin, CPAIndependent analyst profile- Source published
- 28 Jul 2026, 14:00 UTC
- Recorded by Tahlil Plus
- 18 Aug 2026, 16:13 UTC
AI-generated source summary
The Schwab U.S. Dividend Equity ETF (SCHD) underwent its annual reconstitution in March 2026, a process that involves rebalancing its holdings based on specific criteria. This year's reconstitution was notable for its scale, with 25 stocks added and 22 removed. The additions, including UNH, ABT, PG, QCOM, ADP, BX, ARES, PFG, BR, ORI, BAH, M, ERIE, KFY, and PAYX, were generally among the top performers in the period from March 23 to July 27, 2026. UNH, for example, saw a performance of 54.8%, while ABT and QCOM also showed strong positive returns. However, some additions like ACN and CMCSA underperformed. Conversely, deletions included significant names such as CSCO, ABBV, VLO, HAL, PKG, and CF, which, despite their recent strong performance, were removed from the portfolio. Stocks like CSCO and ABBV, removed despite strong recent gains, have seen significant returns since the reconstitution. The sector performance of the S&P 500 shows energy leading year-to-date, with consumer discretionary lagging. The reconstitution process itself aims to maintain the quality and dividend-paying characteristics of the ETF, focusing on a rules-based methodology to ensure consistency and adaptability over time.
AI-generated summary based on the source content.
Signal outcomes at a glance
Partially ResolvedSignals in this source
Evidence and evaluation progress
- Original source published
The analyst published the original source item.
- Source recorded by Tahlil Plus
The public source was preserved as the evidence record for this case.
- Market predictions extracted
7 eligible signals linked to this case.
- Outcome tracking started
Tahlil Plus began monitoring the extracted predictions.
- Source processing completed
Source analysis and structured extraction completed.
- First prediction resolved
The first evaluable outcome in this case reached a terminal result.
- Live evaluation in progress
3 signals remain active.
Mark Roussin, CPA
Platform-wide history, separate from this source evaluation.
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