SCHD hasn’t moved much lately and I’m looking at it as rebalancing fuel during drawdowns. Market is down around 1.5% and SCHD is up 1.5%. Should I just sell and buy the VTI dip?

    I’m 34 and do not need dividends. SCHD makes up 20% of my holdings. I’m trying to consolidate everything into a simpler Boglehead style 3 fund portfolio. Please advise if holding is better than selling.

    I’m 34. Should I sell SCHD and buy VTI during drawdowns?
    byu/_aneurysmal instocks



    Posted by _aneurysmal

    14 Comments

    1. Yes I have been doing the same. Similar age to you and decided I don’t need dividends right now and would rather prioritize growth. 

      You can have higher dividends and lower growth or higher growth and low/no dividends. The 2nd option is better for me right now. 

    2. I’d just leave it since you’d lose a good bit on taxes- unless there’s a serious pullback in VTI. At that point start rebalancing. What’s happening today isn’t the pullback you’re looking for.

    3. therealjerseytom on

      Your investments should have a purpose. What was the initial purpose of your SCHD holding?

      For what it’s worth I feel like one flavor of equity for another isn’t great strategy for rebalancing fuel. Broad equities versus say long bonds? That might be something.

      And 1.5% isn’t really much of a dip. I wouldn’t chase that kind of thing.

    4. Competitive_Owl_7023 on

      This sub and other investing subs hate SCHD for anyone who isn’t almost dead. But if you go over to r/dividends or whatever and everyone says you are stupid to not buy SCHD because it’s the mostest bestest things ever. I’m 38 and have a good bit (for my modest self) of SCHD in my Roth. Way I look at it is last week I put in my $7500 to max out my contribution for the year. But my SCHD PORTION (capitalized for emphasis, oh and it’s about 20% of my Roth) will contribute an additional $1700 this year for me. Maybe I could guess the next small cap winner and make a bajillion doll hairs next week but man I think it’s cool to get the ball rolling early on some dividends. Yea it’s been flat through 25’ but that means my ~ $1600 last year in dividends bought more for me than it otherwise would have. I like to look at what companies are in etfs and there’s a lot of companies I interact with on a daily basis on SCHD. I don’t see them going away in my lifetime or my children’s lifetimes.

    5. You said it all: “I’m 34 and do not need dividends.”

      Dividends are great for older investors for whom capital preservation is more important than capital appreciation. At 34, that is not the case, especially with retirement funds.

    6. I’d say keep it. It’s a good form of diversification with how concentrated total market indexes have become.

    7. If it were me, I’d sell the SCHD and buy international etfs like vea, veu, or vxus as a hedge. You already have Vti so you already have plenty of exposure to us equities. Those three tickers are currently beating the s&p500 so take it for what it’s worth.

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