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

ETF | Large Blend |

Last Closing

USD 67.85

Change

+0.24 (+0.35)%

Market Cap

USD 45.97B

Volume

2.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

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. The fund is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-30 )

Largest Industry Peers for Large Blend

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

+1.11 (+0.39%)

USD 439.91B
VTI Vanguard Total Stock Market In..

+1.11 (+0.39%)

USD 439.91B
SPLG SPDR® Portfolio S&P 500 ETF

+0.29 (+0.43%)

USD 46.15B
SPLG SPDR® Portfolio S&P 500 ETF

+0.29 (+0.43%)

USD 46.15B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.39 (+0.35%)

USD 12.90B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.39 (+0.35%)

USD 12.90B
DYNF BlackRock US Equity Factor Rot..

+0.21 (+0.43%)

USD 11.77B
DYNF BlackRock US Equity Factor Rot..

+0.21 (+0.43%)

USD 11.77B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.27 (+0.39%)

USD 9.16B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.27 (+0.39%)

USD 9.16B

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
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 20.30% 62% D 80% B-
Dividend Return 1.08% 65% D 20% F
Total Return 21.38% 67% D+ 77% C+
Trailing 12 Months  
Capital Gain 34.17% 69% C- 79% B-
Dividend Return 1.65% 63% D 23% F
Total Return 35.82% 70% C- 77% C+
Trailing 5 Years  
Capital Gain -1.45% 2% F 43% F
Dividend Return 6.78% 19% F 20% F
Total Return 5.33% 2% F 32% F
Average Annual (5 Year Horizon)  
Capital Gain 2.99% N/A N/A 49% F
Dividend Return 4.44% N/A N/A 45% F
Total Return 1.44% N/A N/A 34% F
Risk Return Profile  
Volatility (Standard Deviation) 35.89% N/A N/A 27% F
Risk Adjusted Return 12.36% N/A N/A 33% F
Market Capitalization 45.97B 95% 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:
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.