SCHGSchwab U.S. Large-Cap Growth ETF
SCHG Fund Description
SCHG 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 a diverse ETF for large-cap growth exposure. 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. The index rebalances quarterly and undergoes an annual reconstitution in September.
SCHG MSCI ESG Analytics Insight
Schwab U.S. Large-Cap Growth ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.97 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. Schwab U.S. Large-Cap Growth ETF ranks in the 27th percentile within its peer group and in the 6th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SCHG MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
SCHG Summary Data
SCHG Portfolio Data
SCHG Index Data
SCHG Portfolio Management
SCHG Tax Exposures
SCHG Fund Structure
SCHG Factset Analytics Block Liquidity
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 Sector/Industry Breakdown
SCHG Economic Development
SCHG Performance Statistics
SCHG MSCI ESG Ratings
SCHG Benchmark Comparison Summary
SCHG Benchmark Comparison Market Cap Size