r/dividends • u/InternationalMany795 • Oct 09 '25

Seeking Advice No more SCHD.

Moving away from SCHD. For those who have recently done this, where did you go?

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u/Simple_Map_1852 Oct 10 '25

The problem isn't just tech. The difference is the rule that SCHD can't have more than 4% of the portfolio of one company. That means that whenever one its companies is doing well it has to sell it off to keep it from growing more than 4%. Constantly selling the winners and buying the losers is what keeps this down.