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

ETF | Large Blend | NYSE Arca

Last Closing

USD 22.79

Change

+0.41 (+1.83)%

Market Cap

USD 6.67B

Volume

8.93M

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: 2025-03-24 )

Largest Industry Peers for Large Blend

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

-3.33 (-1.17%)

USD 453.93B
SPLG SPDR® Portfolio S&P 500 ETF 0.04 %

-0.77 (-1.13%)

USD 56.87B
DYNF BlackRock US Equity Factor Rot.. 0.00 %

-0.65 (-1.29%)

USD 14.94B
GSLC Goldman Sachs ActiveBeta® U.S.. 0.09 %

-1.22 (-1.08%)

USD 12.23B
SPTM SPDR® Portfolio S&P 1500 Comp.. 0.04 %

-0.76 (-1.09%)

USD 9.53B
SPLV Invesco S&P 500® Low Volatili.. 0.25 %

+0.66 (+0.90%)

USD 7.46B
JQUA JPMorgan U.S. Quality Factor E.. 0.12 %

-0.29 (-0.50%)

USD 5.66B
DIVO Amplify CWP Enhanced Dividend .. 0.94 %

-0.09 (-0.22%)

USD 4.00B
SCHK Schwab 1000 ETF 0.05 %

-0.42 (-1.51%)

USD 3.90B
SUSA iShares MSCI USA ESG Select 0.25 %

-1.37 (-1.16%)

USD 3.59B

ETFs Containing SCHX

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 -1.68% 52% F 37% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.68% 52% F 35% F
Trailing 12 Months  
Capital Gain 10.83% 79% B- 75% C
Dividend Return 0.67% 42% F 12% F
Total Return 11.50% 72% C 70% C-
Trailing 5 Years  
Capital Gain 133.23% 81% B- 76% C+
Dividend Return 11.60% 58% F 24% F
Total Return 144.83% 78% C+ 73% C
Average Annual (5 Year Horizon)  
Capital Gain 2.87% 7% C- 45% F
Dividend Return 4.25% 6% D- 42% F
Total Return 1.39% 74% C 33% F
Risk Return Profile  
Volatility (Standard Deviation) 36.27% 4% F 27% F
Risk Adjusted Return 11.72% 3% F 29% F
Market Capitalization 6.67B 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.