SCHX

Schwab U.S. Large-Cap ETF
A

95
  • Overview
  • Efficiency
  • Tradability
  • Fit

SCHX Fund Description

The Schwab U.S. Large-Cap ETF tracks a market-cap-weighted index of the 750 largest US companies.

SCHX Factset Analytics Insight

SCHX is a low-cost, highly liquid ETF that provides solid if somewhat overly broad exposure to the large-cap space. Compared with our segment benchmark, it reaches further down the cap spectrum, with a large allocation to midcaps. Despite holding hundreds more securities than our neutral benchmark, SCHX's sector allocations match the market well. It provides solid overall exposure to the large-cap space, so long as one considers any potential overlaps with existing midcap exposure.

With extremely low holding costs and excellent liquidity, SCHX is a great choice for investors who like the idea of a broader large-cap universe.

SCHX 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 November 21, 2017 the Schwab U.S. Large-Cap ETF MSCI ESG Fund Quality Score is 5.10 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. SCHX ranks in the 60th percentile within its peer group and in the 38th 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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SCHX Top 10 Countries

SCHX Top 10 Sectors

SCHX Top 10 Holdings View All

SCHX Summary Data

Schwab
11/03/09
Open-Ended Fund
0.03%
$10.73B
$27.48M
0.02%

SCHX Portfolio Data

$162.61B
24.52
3.16
1.83%
12/18/17
746

SCHX Index Data

Market Cap
Market Cap
MSCI USA Large Cap

Related ETFs to SCHX

SPY, IVV, VOO, IWB, VV
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

SCHX Portfolio Management

0.03%
-0.01%
0.01%
-0.05%

SCHX Tax Exposures

20% / 39.6%
--
Qualified dividends
No

SCHX Fund Structure

Open-Ended Fund
No
Yes
100% / 0%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
SHARES/SIZEPRICE
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BIDS----
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LAST 10 TRADES
TIMEPRICESHARES
12:59:1562.25100
12:59:1562.25100
12:11:2262.27100
12:01:2262.26100
11:46:2562.2715
11:45:2562.26100
11:45:2362.26100
11:45:0762.26100
11:45:0762.261,000
11:45:0762.26100
Bats BZX Real-time Quote - 23:59:59
Daily Spread
Premium/Discount
Volume

SCHX Factset Analytics Block Liquidity

As of 11/22/17
5
4
3
2
1

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

SCHX Tradability

455,621
$27.48M
419,189
$25.72M
0.02%
$0.01
0.03%
0.11% / -0.05%
None
100%
50,000
8.38
0.02%
0%
275
$62.15
5

SCHX Sector/Industry BreakdownView All

SCHXSegment Benchmark
24.25% 22.52%
16.34% 17.75%
14.88% 13.54%
12.06% 12.74%
9.51% 10.82%
6.28% 5.77%
2.61% 3.14%
1.51% 2.55%

SCHX Geographic Exposure

SCHXSegment Benchmark
99.94% 99.95%
0.06% 0.05%

SCHXSegment Benchmark
99.94% 99.95%
0.06% 0.05%
0.00% / 0.00% 0.00% / 0.00%

SCHX Performance Statistics

0.99
1.02
1.01
1.01
0.05%
MSCI USA Large Cap

SCHX MSCI ESG Ratings

5.1 / 10
59.6
37.6
12.83%
6.6%
204.92

SCHX BENCHMARK COMPARISON

    SCHX
    746 Holdings
    Segment Benchmark
    302 Constituents
    Shared Holdings
    302 (Count)
     
    82.43% (Weight)
SCHXSegment Benchmark
191.86 B 162.61 B
99.59% 88.23%
0.41% 11.77%
0.00% 0.00%
0.00% 0.00%
1.92% 1.84%
Low Low