HomeCompareWTRG vs SCHW

WTRG vs SCHW: Dividend Comparison 2026

WTRG yields 3.30% · SCHW yields 1.21%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 WTRG wins by $90.7K in total portfolio value
10 years
WTRG
WTRG
● Live price
3.30%
Share price
$41.05
Annual div
$1.35
5Y div CAGR
43.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$140.7K
Annual income
$53,649.05
Full WTRG calculator →
SCHW
SCHW
● Live price
1.21%
Share price
$93.06
Annual div
$1.13
5Y div CAGR
46.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$50.0K
Annual income
$11,081.00
Full SCHW calculator →

Portfolio growth — WTRG vs SCHW

📍 WTRG pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodWTRGSCHW
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, WTRG + SCHW cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
WTRG pays
SCHW pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

WTRG
Annual income on $10K today (after 15% tax)
$280.22/yr
After 10yr DRIP, annual income (after tax)
$45,601.69/yr
SCHW
Annual income on $10K today (after 15% tax)
$103.21/yr
After 10yr DRIP, annual income (after tax)
$9,418.85/yr
At 15% tax rate, WTRG beats the other by $36,182.84/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

What's the optimal mix of WTRG + SCHW for your $10,000?

WTRG: 50%SCHW: 50%
100% SCHW50/50100% WTRG
Portfolio after 10yr
$95.3K
Annual income
$32,365.02/yr
Blended yield
33.95%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SCHW right now

WTRG
Analyst Ratings
9
Buy
8
Hold
1
Sell
Consensus: Buy
Price Target
$42.25
+2.9% upside vs current
Range: $38.00 — $45.00
Altman Z
1.0
Piotroski
6/9
SCHW
Analyst Ratings
29
Buy
18
Hold
3
Sell
Consensus: Buy
Price Target
$122.78
+31.9% upside vs current
Range: $105.00 — $148.00
Altman Z
1.0
Piotroski
9/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WTRG buys
2
SCHW buys
10
PoliticianChamberTickerTypeAmountDate
Tony Wied🏢 House$SCHW▲ Buy$50,001 - $100,0002026-02-19
Gilbert Cisneros🏢 House$SCHW▲ Buy$1,001 - $15,0002026-01-09
Julie Johnson🏢 House$SCHW▼ Sell$1,001 - $15,0002025-12-18
Dan Newhouse🏢 House$SCHW▲ Buy$1,001 - $15,0002025-12-11
Gilbert Cisneros🏢 House$SCHW▼ Sell$1,001 - $15,0002025-12-10
Julie Johnson🏢 House$SCHW▼ Sell$1,001 - $15,0002025-11-13
Lisa McClain🏢 House$WTRG▲ Buy$1,001 - $15,0002025-09-25
Val Hoyle🏢 House$SCHW▼ Sell$1,001 - $15,0002025-09-23
Ro Khanna🏢 House$SCHW▲ Buy$1,001 - $15,0002025-09-17
Ro Khanna🏢 House$SCHW▲ Buy$1,001 - $15,0002025-09-15
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWTRGSCHW
Forward yield3.30%1.21%
Annual dividend / share$1.35$1.13
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR43.4%46.7%
Portfolio after 10y$140.7K$50.0K
Annual income after 10y$53,649.05$11,081.00
Total dividends collected$110.9K$27.1K
Payment frequencyquarterlyquarterly
SectorStockFinancials
Analyst consensusBuyBuy
Analyst price target$42.25$122.78

Year-by-year: WTRG vs SCHW ($10,000, DRIP)

YearWTRG PortfolioWTRG Income/yrSCHW PortfolioSCHW Income/yrGap
1← crossover$11,173$472.75$10,878$178.13+$295.00WTRG
2$12,663$707.87$11,905$265.67+$758.00WTRG
3$14,624$1,075.20$13,137$398.64+$1.5KWTRG
4$17,312$1,664.18$14,660$603.10+$2.7KWTRG
5$21,164$2,640.24$16,609$922.71+$4.6KWTRG
6$26,972$4,325.74$19,205$1,433.24+$7.8KWTRG
7$36,248$7,388.01$22,821$2,272.13+$13.4KWTRG
8$52,091$13,306.57$28,120$3,701.76+$24.0KWTRG
9$81,366$25,628.28$36,343$6,253.72+$45.0KWTRG
10$140,711$53,649.05$49,968$11,081.00+$90.7KWTRG

WTRG vs SCHW: Complete Analysis 2026

WTRGStock

Essential Utilities, Inc., through its subsidiaries, operates regulated utilities that provide water, wastewater, or natural gas services in the United States. It offers water services through operating and maintenance contract with municipal authorities and other parties. The company also provides non-utility raw water supply services for firms in the natural gas drilling industry; and water and sewer line protection solutions, and repair services to households through a third-party. It serves approximately 7.5 million residential water, commercial water, fire protection, industrial water, wastewater, and other water and utility customers in Pennsylvania, Ohio, Texas, Illinois, North Carolina, New Jersey, Indiana, Virginia, West Virginia, and Kentucky under the Aqua and Peoples brands. The company was formerly known as Aqua America, Inc. and changed its name to Essential Utilities, Inc. in February 2020. Essential Utilities, Inc. was founded in 1886 and is headquartered in Bryn Mawr, Pennsylvania.

Full WTRG Calculator →

SCHWFinancials

The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with equity and fixed income, margin lending, options, and futures and forex trading; cash management capabilities comprising third-party certificates of deposit; third-party and proprietary mutual funds; plus mutual fund trading and clearing services; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. As of December 31, 2021, the Company had approximately 400 domestic branch offices in 48 states and the District of Columbia, as well as locations in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.

Full SCHW Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.