Charles Schwab Dividend Tracker
Automatically sync your Charles Schwab account with REWD — every dividend, every ex-div date, every yield-on-cost across all your holdings. Free plan includes calculators and stock research; automatic Charles Schwab sync starts at $9.99/mo.
Why use REWD with Charles Schwab?
Charles Schwab is the home of SCHD — one of the most popular dividend ETFs in the world — and many dividend investors consolidate around Schwab for that reason. Schwab's own dividend tracking shows 12-month trailing income but lacks forward projection, yield on cost, or multi-account consolidation.
REWD merges your Schwab Brokerage and Schwab IRA holdings, pulls every dividend payment including ETF distributions, and projects forward income for SCHD and the rest of your portfolio using each holding's actual 5-year dividend growth rate.
How the sync works
REWD syncs Schwab via SnapTrade (OAuth read-only). Schwab's post-TD-Ameritrade-merger API is now fully supported.
Supported account types
- Individual taxable
- Joint taxable
- Traditional IRA
- Roth IRA
- Rollover IRA
- Schwab One
Common dividend holdings on Charles Schwab
These are among the most-tracked tickers in REWD users' Charles Schwab portfolios. Click any ticker to see live dividend data, 5-year growth, and payout-ratio analysis:
Charles Schwab-specific gotchas to know
- If you migrated from TD Ameritrade, holdings transferred cleanly but cost-basis information occasionally needs manual adjustment — REWD shows the Schwab-reported basis.
- Schwab's money funds (SWVXX, SNSXX) show as cash; their 7-day yield is tracked in the account summary rather than the dividend feed.
- Schwab Intelligent Portfolios (robo) positions sync as individual ETF holdings, so REWD treats them as a normal portfolio.
Plus a full dividend toolkit for Charles Schwab investors
Beyond portfolio sync, REWD gives Charles Schwab users a research and planning suite that Charles Schwab's own platform doesn't include:
Dividend Income Calculator
Multi-ticker portfolio projections with DRIP toggle.
FIRE Calculator
When can you retire on this portfolio?
Dividend Tax Calculator
After-tax income by bracket.
Yield Trap Calculator
Flag dangerous high yields before you buy.
Dividend Kings List
Companies with 50+ years of growth.
Tracker Comparison
Why REWD beats generic trackers for dividend investors.
Charles Schwab + REWD — FAQ
How does REWD sync with Charles Schwab?
REWD syncs Schwab via SnapTrade (OAuth read-only). Schwab's post-TD-Ameritrade-merger API is now fully supported.
Does REWD have access to my Charles Schwab login?
No. REWD uses a read-only OAuth token issued by Charles Schwab through SnapTrade (SOC 2 Type II certified). Your Charles Schwab username and password never touch REWD's systems. You can revoke REWD's access anytime from your Account page.
Which Charles Schwab account types sync?
REWD supports: Individual taxable, Joint taxable, Traditional IRA, Roth IRA, Rollover IRA, Schwab One. If you have multiple Charles Schwab accounts, each appears as a separate portfolio in REWD and can also be aggregated into a combined view.
How often does Charles Schwab data update in REWD?
Automatic sync runs once daily on paid plans, plus REWD listens for webhook events from Charles Schwab when a new dividend is paid. You can also trigger a manual sync anytime (rate limit: 4 manual syncs per user per day).
Does REWD support Charles Schwab DRIP?
Yes. REWD reflects your existing DRIP elections at Charles Schwab — if a position is set to DRIP on Charles Schwab's side, REWD's projections treat it as reinvested. If it's set to cash payout, REWD projects the cash income.
Is there a free plan?
Yes. REWD's free plan includes unlimited holdings, the full calculator library, stock research on 2,500+ tickers, and manual portfolio tracking. Automatic Charles Schwab sync is a paid feature ($9.99/mo Base or $19.99/mo Unlimited). Annual plans save ~17%.
Ready to track your Charles Schwab dividends?
Free to start. Upgrade to $9.99/mo when you're ready to connect Charles Schwab. Read-only sync, cancel anytime.
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This tool is for educational and informational purposes only and does not constitute investment, financial, tax, or legal advice. Consult a licensed professional before making investment decisions.
Past performance does not guarantee future results. All projections are hypothetical estimates based on user-provided inputs and may differ materially from actual outcomes.
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