Schwab US Large-Cap ETF (SCHX)

87.92
Delayed Data
As of Nov 25
 -0.03 / -0.03%
Today’s Change
52.05
Today|||52-Week Range
88.04
+14.46%
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.

ETF Strategies to Gain From US Market Optimism
Nov 16 / Zacks.com - Paid Partner Content
 

Performance

1 month+5.43% 3 years+14.48%
3 months+7.31% 5 years+14.27%
1 year+20.90% Since inception+14.41%
Data through 11/25/2020

Quote Details

Previous close$87.95
Open day’s range87.59 – 88.00
Net asset value (NAV)87.92 (11/24/2020)
Daily volume873,579
Average volume (3 months)967,810
Data as of 4:00pm ET, 11/25/2020

Peer Comparisonvs. Large blend ETFs

 SCHXCategory
Performance 5-yr return+14.27%+11.77%
Expense Gross exp ratio0.03%0.91%
Risk 5 year sharpe ratio0.750.62
Net assets$21.9B$7.2B
Average market cap$126.6B$203.3B
Average P/E26.322.8
Dividend / Share--0.22%

Competitors

VV Vanguard Large-Cap Index Fund ETF Shares
PBUS Invesco PureBeta MSCI USA ETF
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 Apple5.81%
MSFT Microsoft5.09%
AMZN Amazon4.29%
FB Facebook2.10%
GOOGL Google1.61%
GOOG Google1.58%
BRKB Berkshire Hathaway1.33%
JNJ Johnson & Johnson1.20%
PG Procter & Gamble1.13%
NVDA NVIDIA Corp1.03%