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

ETF | Large Blend |

Last Closing

USD 20.79

Change

0.00 (0.00)%

Market Cap

USD 48.13B

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)

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Relative Returns (From:    To: 2025-04-20 )

Largest Industry Peers for Large Blend

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 -10.31% 42% F 33% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -10.31% 42% F 32% F
Trailing 12 Months  
Capital Gain 6.25% 63% D 70% C-
Dividend Return 0.70% 49% F 12% F
Total Return 6.96% 58% F 64% D
Trailing 5 Years  
Capital Gain 92.06% 69% C- 73% C
Dividend Return 10.47% 61% D- 23% F
Total Return 102.53% 69% C- 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 1.90% 4% F 43% F
Dividend Return 3.26% 4% F 39% F
Total Return 1.35% 74% C 32% F
Risk Return Profile  
Volatility (Standard Deviation) 35.50% 4% F 26% F
Risk Adjusted Return 9.17% 3% F 28% F
Market Capitalization 48.13B 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.