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Schwab US Large-Cap ETF (SCHX)

58.17
Delayed Data
As of Jun 28
 +0.53 / +0.92%
Today’s Change
47.80
Today|||52-Week Range
58.49
+9.22%
Year-to-Date

Investment Objective

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index. To pursue its goal, the fund generally invests in stocks that are included in the Dow Jones U.S. Large-Cap Total Stock Market Index. The index includes the large-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Total Stock Market Index includes the components ranked 1-750 by full market capitalization. The index is a float-adjusted market capitalization weighted index.

Performance

1 month+1.15% 3 years+9.65%
3 months+4.67% 5 years+15.40%
1 year+22.56% Since inception+14.12%
Data through 06/27/2017

Quote Details

Previous close$57.64
Open day’s range57.86 – 58.22
Net asset value (NAV)58.11 (06/26/2017)
Daily volume405,684
Average volume (3 months)653,429
Data as of 7:59pm ET, 06/28/2017

Peer Comparisonvs. Large blend ETFs

 SCHXCategory
Performance 5-yr return+15.40%+11.74%
Expense Gross exp ratio0.03%1.00%
Risk 5 year sharpe ratio1.511.35
Net assets$8.9B$4.7B
Average market cap$74.5B$110.0B
Average P/E21.221.2
Dividend / Share--0.17%

Competitors

VOO Vanguard S&P 500 Index Fund ETF Class
IVV iShares Core S&P 500 ETF
SPY SPDR® S&P 500 ETF

Holdings

Top 5 Sectors
Portfolio weighting
Financial service 16.60%
Energy 12.80%
Industrial materials 12.57%
Healthcare 11.12%
Hardware 9.33%
Top 10 Holdings
Portfolio weighting
AAPL Apple3.56%
MSFT Microsoft2.40%
AMZN Amazon1.75%
FB Facebook1.59%
JNJ Johnson & Johnson1.55%
XOM Exxon Mobil1.48%
BRKB Berkshire Hathaway1.40%
JPM JPMorgan Chase1.31%
GOOGL Google1.31%
GOOG Google1.26%