Schwab US Dividend Equity ETF boosts tech exposure after September rebalance

Schwab US Dividend Equity ETF: The Schwab US Dividend Equity ETF is an exchange-traded fund from Charles Schwab that selects and weights the top 100 US companies based on dividend payment history, yield, and financial strength metrics. It recently completed its September 2026 quarterly rebalance, which shifted allocations higher within the technology sector. Texas Instruments saw one of the largest weight increases as part of this adjustment. Texas Instruments Incorporated: Texas Instruments Incorporated designs and produces analog semiconductors and embedded processing solutions for a wide range of industrial, automotive, and consumer electronics applications. The company experienced a notable increase in weighting within the Schwab US Dividend Equity ETF following the September 2026 rebalance. It remains a core holding reflecting stable dividend characteristics combined with tech sector exposure. Sector Trend: Dividend ETFs are incorporating more established technology companies to capture growth opportunities alongside income generation. ETF Positioning: SCHD blends mature technology names with traditional dividend payers to enhance long-term cash return potential. Portfolio Shift: The September 2026 SCHD rebalance elevated semiconductor holdings to the top positions while reducing healthcare weights.