SCHX

Schwab U.S. Large-Cap ETF
A

96
*Unless otherwise stated, data provided by FactSet.

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 June 20, 2018 the Schwab U.S. Large-Cap ETF MSCI ESG Fund Quality Score is 5.20 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 56th percentile within its peer group and in the 41st percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

SCHX CHARTS AND PERFORMANCE

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
COMPARE
RESET
Select ETFs to compare their performance:
PERFORMANCE [as of 06/20/18] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
SCHX 2.37% 2.53% 4.69% 16.10% 11.63% 14.02% --
SCHX (NAV) 2.36% 2.52% 4.78% 16.12% 11.60% 14.04% --
Dow Jones U.S. Large Cap Total Stock Market Index 2.36% 2.53% 4.78% 16.15% 11.62% 14.08% --
MSCI USA Large Cap 2.22% 2.43% 4.65% 16.01% 11.92% 14.26% 10.04%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

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%
$12.87B
$44.61M
0.02%

SCHX Portfolio Data

$188.67B
23.88
3.17
1.27%
06/15/18
737

SCHX Index Data

Market Cap
Market Cap
MSCI USA Large Cap

SCHX Portfolio Management

0.03%
-0.03%
-0.01%
-0.05%

SCHX Tax Exposures

20.00% / 39.60%
--
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
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

SCHX Factset Analytics Block Liquidity

As of 06/21/18
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

687,179
$44.61M
610,090
$39.55M
0.02%
$0.01
0.02%
0.12% / -0.05%
None
100.00%
50,000
12.20
0.02%
0.00%
168
$66.48
5

SCHX Sector/Industry Breakdown


SCHX
Segment Benchmark
25.03%
26.29%
17.61%
16.20%
13.56%
12.44%
12.88%
13.67%
10.62%
9.14%
7.19%
7.89%
6.01%
6.38%
2.96%
2.42%
2.55%
1.51%
1.85%
2.09%

SCHX TOP 10 HOLDINGS[View All]

3.60%
3.06%
2.75%
1.87%
1.44%
1.44%
1.40%
1.39%
1.35%
1.30%
19.6%

SCHX Countries


SCHX
Segment Benchmark
101.12%
100.00%

SCHX Regions


SCHX
Segment Benchmark
101.12%
100.00%

SCHX Economic Development


SCHX
Segment Benchmark
100.00%
100.00%

SCHX Performance Statistics

1.00
0.98
0.97
0.98
0.04%
MSCI USA Large Cap

SCHX MSCI ESG Ratings

5.20 / 10
55.81
41.47
12.98%
6.32%
196.52

SCHX BENCHMARK COMPARISON HOLDINGS

737
301
297
82.62%

SCHX BENCHMARK COMPARISON SUMMARY


SCHX
Segment Benchmark
737
301
$188.67B
$221.72B
23.88
23.61
3.17
3.32
1.86%
1.93%
Low
--

SCHX BENCHMARK COMPARISON MARKET CAP SIZE


SCHX
Segment Benchmark
89.48%
99.78%
10.49%
0.22%
0.04%
0.00%
0.00%
0.00%