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

ETF | Large Blend |

Last Closing

USD 23.54

Change

0.00 (0.00)%

Market Cap

USD 53.78B

Volume

6.94M

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: 2025-05-17 )

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 1.55% 57% F 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.55% 56% F 59% D-
Trailing 12 Months  
Capital Gain 12.49% 80% B- 79% B-
Dividend Return 0.66% 45% F 12% F
Total Return 13.15% 75% C 76% C+
Trailing 5 Years  
Capital Gain 100.48% 70% C- 75% C
Dividend Return 9.66% 57% F 22% F
Total Return 110.14% 75% C 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 1.16% 4% F 42% F
Dividend Return 2.48% 4% F 37% F
Total Return 1.33% 72% C 32% F
Risk Return Profile  
Volatility (Standard Deviation) 34.91% 1% F 25% F
Risk Adjusted Return 7.12% 3% F 28% F
Market Capitalization 53.78B 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.