Summary
- SCHD’s index both rebalances and reconstitutes its holdings the second Friday in March. SCHD has been adjusting to the recent reconstitution.
- It added 14 stocks. We look at EOG resources which was the largest new holding and at the sectors represented by the rest of the much smaller stocks added.
- 13 stocks have been deleted. Several were spinoffs. The most significant deletion was Emerson Electric, which still looks like a fine investment but with a dropping yield.
Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4497130-schds-yearly-reconstitution-adds-14-new-stocks-and-eliminates-13