SCHG

Schwab U.S. Large-Cap Growth ETF
A

89
  • Overview
  • Efficiency
  • Tradability
  • Fit

SCHG Fund Description

The Schwab U.S. Large-Cap Growth ETF tracks the Dow Jones U.S. Large-Cap Growth Total Stock Market Index, which selects growth stocks from 750 of the largest U.S. companies by market cap.

SCHG Factset Analytics Insight

SCHG is one of the most diverse large-cap growth ETFs available. It selects growth stocks from the 750 largest companies (by capitalization) based on six fundamental factors which include projected earnings growth as well as trailing revenue and earnings growth. Because it's drawing from a far larger selection universe than our benchmark, SCHG has a significant mid-cap tilt. Nevertheless, it provides similar exposure across a broader set of holdings. An eminently Tradable fund, SCHG has high on-screen liquidity, narrow-spreads, and easily-traded underlying assets. It's also extraordinarily cheap-to-hold thanks to rock-bottom expenses and near-perfect tracking. It remains an excellent choice for investors looking for long-term growth exposure to the largest US companies.

SCHG MSCI ESG Analytics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of February 15, 2018 the Schwab U.S. Large-Cap Growth ETF MSCI ESG Fund Quality Score is 5.01 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. SCHG ranks in the 44th percentile within its peer group and in the 34th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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SCHG Top 10 Countries

SCHG Top 10 Sectors

SCHG Top 10 Holdings View All

SCHG Summary Data

Schwab
12/11/09
Open-Ended Fund
0.04%
$5.38B
$31.18M
0.03%

SCHG Portfolio Data

$210.28B
31.54
4.57
0.97%
03/19/18
390

SCHG Index Data

Market Cap
Multi-Factor
MSCI USA Large Growth

Related ETFs to SCHG

IWF, VUG, MGK, VONG, IWY
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

SCHG Portfolio Management

0.04%
-0.07%
-0.05%
-0.08%

SCHG Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

SCHG Fund Structure

Open-Ended Fund
No
Yes
100% / 0%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

SCHG Factset Analytics Block Liquidity

As of 02/16/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of SCHG. SCHG is rated a 5 out of 5.

SCHG Tradability

428,619
$31.18M
351,602
$25.38M
0.03%
$0.02
0.02%
0.10% / -0.05%
None
100.00%
50,000
7.03
0.01%
0.01%
107
$73.76
5

SCHG Sector/Industry BreakdownView All

SCHGSegment Benchmark
38.45% 31.74%
20.85% 19.84%
13.45% 14.81%
8.67% 12.58%
11.64% 11.58%
2.04% 3.15%
1.41% 2.40%
-- 0.04%

SCHG Geographic Exposure

SCHGSegment Benchmark
100.00% 100.12%

SCHGSegment Benchmark
100.00% 100.12%
0.00% / 0.00% 0.00% / 0.00%

SCHG Performance Statistics

0.98
0.96
0.95
0.97
0.09%
MSCI USA Large Growth

SCHG MSCI ESG Ratings

5.01 / 10
43.63
34.21
11.25%
5.47%
83.31

SCHG BENCHMARK COMPARISON

    SCHG
    390 Holdings
    Segment Benchmark
    160 Constituents
    Shared Holdings
    116 (Count)
     
    69.32% (Weight)
SCHGSegment Benchmark
267.30 B 210.28 B
99.71% 87.10%
0.06% 12.90%
0.00% 0.00%
0.00% 0.00%
1.03% 0.91%