Schwab Large Cap Etf Profile
| SCHX Etf | USD 23.89 0.11 0.46% |
Performance18 of 100
| Odds Of DistressLess than 9
|
Schwab Large is trading at 23.89 as of the 30th of November 2024; that is 0.46 percent increase since the beginning of the trading day. The etf's open price was 23.78. Schwab Large has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. Equity ratings for Schwab Large Cap ETF are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
To pursue its goal, the fund generally invests in stocks that are included in the Dow Jones U.S. Schwab US is traded on NYSEARCA Exchange in the United States. More on Schwab Large Cap ETF
Moving together with Schwab Etf
Schwab Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Size And Style ETFs, Large Cap ETFs, Large Blend, Schwab ETFs (View all Sectors) |
| Issuer | Charles Schwab |
| Inception Date | 2009-10-30 |
| Benchmark | Dow Jones US Large Cap Total Stock Market Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 52.58 Billion |
| Average Trading Valume | 5.73 Million |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Charles Schwab Investment Management, Inc. |
| Advisor | Charles Schwab Investment Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | SEI Investments Distribution Co. |
| Portfolio Manager | Christopher Bliss, Ferian Juwono, Sabya Sinha |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Aug |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 773 |
| Market Maker | Jane Street |
| Total Expense | 0.03 |
| Management Fee | 0.03 |
| Country Name | USA |
| Returns Y T D | 27.69 |
| Name | Schwab U.S. Large-Cap ETF |
| Currency Code | USD |
| Open Figi | BBG000PS05G1 |
| In Threey Volatility | 17.38 |
| 1y Volatility | 11.69 |
| 200 Day M A | 21.6937 |
| 50 Day M A | 22.9842 |
| Code | SCHX |
| Updated At | 29th of November 2024 |
| Currency Name | US Dollar |
Schwab Large Cap ETF [SCHX] is traded in USA and was established 2009-11-03. The fund is listed under Large Blend category and is part of Schwab ETFs family. The entity is thematically classified as Size And Style ETFs. Schwab Large Cap at this time have 29.46 B in assets. , while the total return for the last 3 years was 10.3%.
Check Schwab Large Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Schwab Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Schwab Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Schwab Large Cap ETF Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Schwab Large Cap ETF Etf Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology | |
| NVDA | NVIDIA | Stock | Information Technology |
Schwab Large Top Holders
| GISRX | Guidepath Growth Allocation | Mutual Fund | World Large-Stock Blend | |
| AMFEX | Aama Equity Fund | Mutual Fund | Large Blend | |
| SWYNX | Schwab Target 2060 | Mutual Fund | Target-Date 2060+ | |
| TCTYX | Transamerica Cleartrack 2060 | Mutual Fund | Target-Date 2060+ | |
| TCTKX | Transamerica Cleartrack 2025 | Mutual Fund | Target-Date 2025 | |
| TCTQX | Transamerica Cleartrack 2040 | Mutual Fund | Target-Date 2040 | |
| SWYGX | Schwab Target 2040 | Mutual Fund | Target-Date 2040 | |
| TCTLX | Transamerica Cleartrack 2030 | Mutual Fund | Target-Date 2030 |
Schwab Large Cap Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Schwab Large. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.1407 | |||
| Jensen Alpha | 0.0249 | |||
| Total Risk Alpha | 0.0031 | |||
| Sortino Ratio | 0.0048 |
Schwab Large Against Markets
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab Large Cap ETF. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in rate. You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.
The market value of Schwab Large Cap is measured differently than its book value, which is the value of Schwab that is recorded on the company's balance sheet. Investors also form their own opinion of Schwab Large's value that differs from its market value or its book value, called intrinsic value, which is Schwab Large's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Schwab Large's market value can be influenced by many factors that don't directly affect Schwab Large's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Schwab Large's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Large is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Large's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.