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Market Impact: 0.2
SCHD's Rules Sold Broadcom in March 2024. The Stock Is Up About 183% Since, and SCHD Holders Missed the Run
Source: 247wallst.com
Technology & InnovationCompany FundamentalsInvestor Sentiment & Positioning
SCHD's rules-based selection process removed a high-performing chip stock before its subsequent major rally. The article highlights the potential opportunity cost of rigid dividend-ETF methodology, a risk not reflected in the fund's stated expense ratio.
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