SCHX:ARCA-Schwab U.S. Large-Cap (USD)

ETF | Large Blend | NYSE Arca

Last Closing

USD 66.48

Change

0.00 (0.00)%

Market Cap

USD 6.67B

Volume

0.87M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

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.

Inception Date: 03/11/2009

Primary Benchmark: DJ US TSM Large Cap TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.03%

Management Expense Ratio: 0.03 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-08-25 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
VTI Vanguard Total Stock Market In.. 0.03 %

+2.27 (+0.83%)

USD 412.72B
SPLG SPDR® Portfolio S&P 500 ETF 0.04 %

+0.55 (+0.84%)

USD 43.54B
GSLC Goldman Sachs ActiveBeta® U.S.. 0.09 %

+1.04 (+0.96%)

USD 12.72B
DYNF BlackRock US Equity Factor Rot.. 0.00 %

+0.54 (+1.13%)

USD 10.84B
SPTM SPDR® Portfolio S&P 1500 Comp.. 0.04 %

+0.58 (+0.86%)

USD 8.66B
SPLV Invesco S&P 500® Low Volatili.. 0.25 %

+0.37 (+0.53%)

USD 7.54B
JQUA JPMorgan U.S. Quality Factor E.. 0.12 %

+0.36 (+0.66%)

USD 4.62B
SCHK Schwab 1000 ETF 0.05 %

+0.46 (+0.86%)

USD 3.58B
SUSA iShares MSCI USA ESG Select 0.25 %

+0.92 (+0.79%)

USD 3.56B
DIVO Amplify CWP Enhanced Dividend .. 0.94 %

+0.10 (+0.25%)

USD 3.40B

ETFs Containing SCHX

SNAV 8.80 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.87% 63% D 80% B-
Dividend Return 0.71% 63% D 19% F
Total Return 18.58% 65% D 78% C+
Trailing 12 Months  
Capital Gain 27.90% 76% C+ 80% B-
Dividend Return 1.57% 65% D 24% F
Total Return 29.47% 79% B- 79% B-
Trailing 5 Years  
Capital Gain -3.09% 3% F 39% F
Dividend Return 6.99% 24% F 21% F
Total Return 3.90% 3% F 32% F
Average Annual (5 Year Horizon)  
Capital Gain 2.76% 7% C- 50% F
Dividend Return 4.19% 6% D- 46% F
Total Return 1.43% 74% C 33% F
Risk Return Profile  
Volatility (Standard Deviation) 35.76% 4% F 28% F
Risk Adjusted Return 11.72% 3% F 34% F
Market Capitalization 6.67B 98% N/A 95% A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.