Valero was removed from SCHD, seen as cashing in on energy strength near 52-week highs.
Source Post
SCHD Just Saw HUGE Changes TIME to BUY?
Mark Roussin, CPAMar 24, 2026
The creator discusses the 2026 reconstitution of the SCHD ETF, highlighting 25 new additions and 22 removed stocks. Several key additions like United Health, Abbott Labs, and Procter & Gamble are analyzed for their potential impact on the fund's performance, with a focus on their current valuations and turnaround potential.
Linked Mentions
Tickers discussed in this post
AVERY DENNISON was removed from SCHD, which the creator considers a significant loss due to its quality and dividend characteristics.
Cisco was removed from SCHD, which the creator views as a meaningful loss despite Qualcomm's addition.
Accenture is a new addition to SCHD with a significant weighting.
Comcast is a new addition to SCHD with a notable weighting.
The creator references Broadcom's past performance in SCHD as a potential model for Qualcomm.
Abbott Labs is a new addition to SCHD with a significant weighting.
ADP is a new addition to SCHD with a moderate weighting.
Blackstone is an intriguing addition to SCHD, trading near a 52-week low.
Qualcomm, beaten down and in a turnaround, is a potentially strong addition to SCHD.
Procter & Gamble is a good addition to SCHD at its current valuation after struggling.
United Health is a strong addition to SCHD, considered undervalued by the creator.
Linked Signals
Tracked calls opened from this post
UNH
buy opened Mar 24, 2026
+38.80%