SCHD STAN | Craig@SCHDETF
📣 $SCHD Q2 Dividend Estimate Gets a Major Upgrade
Great news! After going back through the numbers to update my official estimate for the recent $UNH dividend increase, I found several pleasant surprises that significantly improved the outlook for the Q2 payout.
💰 New Estimate: $0.2743/share🤩
If correct, this would mean:
🟢 +5.42% vs Q2 2025 ($0.2602)
🏆 Third-highest quarterly dividend payout in $SCHD history
📈 Trailing 12-month dividend would increase from approximately $1.0557 to $1.0698
📅 Ex-Dividend: June 24
📅 Pay Date: June 29
What changed?
The obvious boost came from $UNH’s recent 5% dividend increase, but that wasn’t the only factor.
I also discovered several dividend increases that were not fully reflected in my original estimate:
• $PAYX +10%
• $FHI +12%
• $BANR +4%
• $SRCE +7.5%
• $CWEN continues to raise its dividend by approximately 1.6% each quarter, though my dividend tool has not yet updated.
Another surprise, however, came from the March reconstitution.
In my original estimate, it appeared several of the newly added holdings would miss the cutoff for the June distribution. After a much deeper review, it now looks like all of the new additions should be included in this payout. 🤩
Examples:
• $KFY was added to $SCHD on March 20, and its April dividend appears to qualify for this distribution.
• $CMC was also added during the March reconstitution, and its April dividend should be included as well.
Taken together, these updates added up to a much more favorable outcome than I originally expected and helped drive the upward revision.
📌 As always, this is still an educated estimate based on available data. The actual dividend could come in higher or lower.
What’s your prediction?
⬆️ Higher than $0.2743
⬇️ Lower than $0.2743
