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Schwab US Large-Cap ETF (SCHX)

61.20
Delayed Data
As of Oct 23
 -0.24 / -0.39%
Today’s Change
49.66
Today|||52-Week Range
61.54
+14.91%
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+2.60% 3 years+11.69%
3 months+4.23% 5 years+14.98%
1 year+22.39% Since inception+14.31%
Data through 10/24/2017

Quote Details

Previous close$61.44
Open day’s range61.16 – 61.54
Net asset value (NAV)61.17 (10/23/2017)
Daily volume420,636
Average volume (3 months)525,566
Data as of 10/23/2017

Peer Comparisonvs. Large blend ETFs

 SCHXCategory
Performance 5-yr return+14.98%+12.91%
Expense Gross exp ratio0.03%0.99%
Risk 5 year sharpe ratio1.411.26
Net assets$10.2B$5.0B
Average market cap$75.4B$119.0B
Average P/E21.221.9
Dividend / Share--0.18%

Competitors

VOO Vanguard S&P 500 Index Fund ETF Class
MGC Vanguard Mega Cap Index Fund ETF Shares
IVV iShares Core 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 Apple3.39%
MSFT Microsoft2.44%
FB Facebook1.72%
AMZN Amazon1.63%
BRKB Berkshire Hathaway1.50%
JNJ Johnson & Johnson1.48%
XOM Exxon Mobil1.48%
JPM JPMorgan Chase1.43%
GOOGL Google1.24%
GOOG Google1.23%