Schwab U.S. Large-Cap ETF (SCHX)

51.01
Delayed Data
As of May 22
 -0.08 / -0.16%
Today’s Change
43.38
Today|||52-Week Range
51.17
+4.00%
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.

No recent news for Schwab U.S. Large-Cap ETF.

Performance

1 month+0.97% 3 years+19.82%
3 months+1.24% 5 years+16.81%
1 year+14.63% Since inception+16.16%
Data through 05/23/2015

Quote Details

Previous close$51.09
Open day’s range50.99 – 51.13
Net asset value (NAV)50.98 (05/22/2015)
Daily volume259,228
Average volume (3 months)464,649
Data as of 3:59pm ET, 05/22/2015

Peer Comparisonvs. Large blend ETFs

 SCHXCategory
Performance 5-yr return+16.81%+13.71%
Expense Gross exp ratio0.04%0.44%
Risk 5 year sharpe ratio1.091.04
Net assets$4.3B$5.6B
Average market cap$61.6B$102.0B
Average P/E19.217.6
Dividend / Share--0.28%

Competitors

VOO Vanguard S&P 500 Index Fund ETF Shares
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 Apple3.61%
MSFT Microsoft1.97%
XOM Exxon Mobil1.81%
JNJ Johnson & Johnson1.36%
GE General Electric1.35%
WFC Wells Fargo1.28%
BRKB Berkshire Hathaway1.27%
JPM JPMorgan Chase1.17%
PG Procter & Gamble1.06%
VZ Verizon1.04%

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