Schwab US Dividend Equity Fund remains a core holding, offering a 3.29% yield and pushing 15 years of consecutive dividend growth. SCHD's recent outperformance versus the S&P 500 was driven by value and energy tilt, but also saw technology names like QCOM and TXN drive it further. The ETF's dividend CAGR is 10.43% over 10 years and 6.25% over 3 years, providing inflation-beating growth and over 3x the S&P 500's yield.