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

ETF | Large Blend |

Last Closing

USD 22.41

Change

+0.21 (+0.95)%

Market Cap

USD 51.16B

Volume

0.01B

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: 2025-03-17 )

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JQUA JPMorgan U.S. Quality Factor E..

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DIVO Amplify CWP Enhanced Dividend ..

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SCHK Schwab 1000 ETF

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SUSA iShares MSCI USA ESG Select

+1.17 (+1.01%)

USD 3.59B

ETFs Containing SCHX

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 -3.32% 44% F 33% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.32% 44% F 32% F
Trailing 12 Months  
Capital Gain 10.12% 67% D+ 72% C
Dividend Return 1.00% 60% D- 18% F
Total Return 11.12% 67% D+ 68% D+
Trailing 5 Years  
Capital Gain 137.44% 83% B 71% C-
Dividend Return 12.61% 59% D- 25% F
Total Return 150.05% 82% B 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 3.37% 7% C- 45% F
Dividend Return 4.77% 6% D- 42% F
Total Return 1.40% 74% C 33% F
Risk Return Profile  
Volatility (Standard Deviation) 36.75% 4% F 27% F
Risk Adjusted Return 12.97% 3% F 29% F
Market Capitalization 51.16B 96% N/A 96% N/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.