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

ETF | Large Blend | NYSE Arca

Last Closing

USD 77.34

Change

-1.24 (-1.58)%

Market Cap

USD 6.67B

Volume

1.07M

Analyst Target

N/A
Analyst Rating

N/A

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: 2020-01-27 )

Largest Industry Peers for Large Blend

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

+0.17 (+0.07%)

USD 1,473.66B
SPY SPDR S&P 500 ETF Trust 0.09 %

-0.10 (-0.02%)

USD 507.01B
IVV iShares Core S&P 500 ETF 0.04 %

+0.01 (+0.00%)

USD 449.07B
VOO Vanguard S&P 500 ETF 0.03 %

-0.06 (-0.01%)

USD 426.13B
VIG Vanguard Dividend Appreciation.. 0.06 %

+0.24 (+0.13%)

USD 77.37B
ITOT iShares Core S&P Total U.S. St.. 0.03 %

+0.03 (+0.03%)

USD 53.20B
RSP Invesco S&P 500® Equal Weight.. 0.20 %

+0.59 (+0.35%)

USD 52.39B
IWB iShares Russell 1000 ETF 0.15 %

-0.07 (-0.02%)

USD 34.47B
VV Vanguard Large-Cap Index Fund .. 0.04 %

-0.56 (-0.23%)

USD 33.73B
SPLG SPDR® Portfolio S&P 500 ETF 0.04 %

+0.01 (+0.02%)

USD 32.17B

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 0.69% 59% D- 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.69% 59% D- 60% D-
Trailing 12 Months  
Capital Gain 21.66% 56% F 78% C+
Dividend Return 1.47% 36% F 29% F
Total Return 23.13% 54% F 77% C+
Trailing 5 Years  
Capital Gain 59.33% 71% C- 81% B-
Dividend Return 10.12% 37% F 37% F
Total Return 69.45% 68% D+ 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 9.86% 67% D+ 77% C+
Dividend Return 11.71% 67% D+ 75% C
Total Return 1.85% 57% F 42% F
Risk Return Profile  
Volatility (Standard Deviation) 9.00% 39% F 77% C+
Risk Adjusted Return 130.12% 54% F 94% A
Market Capitalization 6.67B 85% B 90% 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.

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.