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

ETF | Large Blend |

Last Closing

USD 67.79

Change

+0.63 (+0.94)%

Market Cap

USD 46.00B

Volume

0.91M

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: 2024-10-04 )

Largest Industry Peers for Large Blend

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

+2.71 (+0.97%)

USD 435.95B
SPLG SPDR® Portfolio S&P 500 ETF

+0.60 (+0.90%)

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

+1.05 (+0.94%)

USD 12.90B
DYNF BlackRock US Equity Factor Rot..

+0.49 (+1.00%)

USD 12.01B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.62 (+0.89%)

USD 9.16B
SPLV Invesco S&P 500® Low Volatili..

+0.32 (+0.45%)

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

+0.43 (+0.76%)

USD 5.08B
SCHK Schwab 1000 ETF

+0.53 (+0.97%)

USD 3.80B
SUSA iShares MSCI USA ESG Select

+0.87 (+0.73%)

USD 3.71B
DIVO Amplify CWP Enhanced Dividend ..

+0.12 (+0.29%)

USD 3.59B

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 20.20% 63% D 79% B-
Dividend Return 1.08% 66% D+ 21% F
Total Return 21.27% 68% D+ 77% C+
Trailing 12 Months  
Capital Gain 33.42% 71% C- 77% C+
Dividend Return 1.64% 64% D 23% F
Total Return 35.06% 71% C- 75% C
Trailing 5 Years  
Capital Gain -3.67% 3% F 40% F
Dividend Return 6.64% 20% F 20% F
Total Return 2.97% 3% F 29% 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 46.00B 96% 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:
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.