This post details a Microsoft Excel dashboard that tracks the day's performance of the holdings of the Schwab U.S. Dividend Equity ETF (Symbol: SCHD)
From their website:
Objective
The fund's goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100™ Index.
Highlights
- A straightforward, low-cost fund offering potential tax-efficiency
- The fund can serve as part of the core or complement in a diversified portfolio
- Tracks an index focused on the quality and sustainability of dividends
- Invests in stocks selected for fundamental strength relative to their peers, based on financial ratios
The image below displays the IGV (Blue) ETF's performance compared to the S&P 500 ETF (Black) from the end of 2025. The energy sector has been a positive influence on performance.
Holdings by sector:
| Sector | Percent of Portfolio (%) |
|---|---|
| Energy | 19.88% |
| Consumer Staples | 18.50% |
| Health Care | 16.20% |
| Industrials | 12.10% |
| Financials | 9.68% |
| Consumer Discretionary | 8.47% |
| Information Technology | 8.20% |
| Communication Services | 4.27% |
| Materials | 2.66% |
| Utilities | 0.04% |
Allocations are subject to change.
Here is a list of the current top ten holdings:
| Symbol | Name | Percent of Assets |
|---|---|---|
| CVX | CHEVRON CORP | 4.58% |
| COP | CONOCOPHILLIPS | 4.29% |
| MRK | MERCK & CO INC | 4.12% |
| VZ | VERIZON COMMUNICATIONS INC | 4.04% |
| KO | COCA-COLA | 4.01% |
| TXN | TEXAS INSTRUMENT INC | 3.95% |
| PEP | PEPSICO INC | 3.90% |
| AMGN | AMGEN INC | 3.82% |
| UNH | UNITEDHEALTH GROUP INC | 3.82% |
| PG | PROCTER & GAMBLE | 3.76% |
Here are the top 10 performers as of 4/01/2026 for 2026:
| Symbol | Name | %NC 1/2-4/1 |
|---|---|---|
| S.US.APA | APA Corporation | 68.48% |
| S.US.COP | Conocophillips | 36.59% |
| S.US.EOG | Eog Resources | 33.28% |
| S.US.DVN | Devon Energy Corp | 32.43% |
| S.US.DINO | HF Sinclair Corporation | 31.10% |
| S.US.SLB | SLB | 29.86% |
| S.US.CVX | Chevron Corp | 29.77% |
| S.US.CTRA | Cottera Energy, Inc | 28.72% |
| S.US.LMT | Lockheed Martin Corp | 27.70% |
| S.US.MUR | Murphy Oil Corp | 26.37% |
Below is an image of the downloadable Excel Dashboard. During the trading session, the Excel dashboard dynamically ranks the individual stocks held by IGV.
The Excel dashboard displayed below shows the top fifteen positive and bottom fifteen negative performers as histogram bar charts, along with their respective net percent change for today's trading session.
The top section of the quote display allows you to enter your own symbols.
The second section displays the top fifteen performers. The third section displays the bottom fifteen performers.
Quote data includes today's net change as a ratio to the 21-day Average True Range study. Next to today's traded volume is a column that calculates the ratio of today's volume versus the 21-day average of the volume. This ratio column gives you a sense of how active today's trading is relative to recent history. Readings of 100% and higher indicate active trading.
A key feature next to each company name is a link to Yahoo Finance. Clicking the News link will take you to the Yahoo page for that symbol. Note that this could take approximately 30 seconds to open in a browser. Turning off Extensions in your browser will make this happen faster.
If you open another Excel spreadsheet, then this dashboard will no longer be the active spreadsheet. The macro that updates the links and ranks the stocks by performance will stop. To start the macro, simply click the News toolbar button in the first column.
The current holdings are as of 2/26/2026. There is a Symbols tab with instructions detailing where to download the latest posted spreadsheet with the current holdings and steps to update the dashboard.
Make sure to lower your Excel Realtime Data (RTD) throttle to 50 milliseconds or lower. Learn how to do that here.
Requires CQG Integrated Client or CQG QTrader, data enablements for the NYSE and Nasdaq and Excel 365 or more recent locally installed, not in the Cloud.