SCHVSchwab U.S. Large-Cap Value ETF
SCHV Fund Description
SCHV tracks a market-cap-weighted index of value stocks based on terms of projected, current and historical metrics.
SCHV Factset Analytics Insight
SCHV brings a well-balanced portfolio of large-cap value stocks. The fund selects from large- and midcap stocks ranked 1-750 by market-cap from its parent universe of value stocks. This approach explains the tilt into midcap territory and offers a good sampling of the U.S. value large-caps, as defined by six metrics encompassing historical, current, and forward-looking measurements. Examples include P/B, projected P/E, and trailing earnings growth. The index is reconstituted annually.
SCHV MSCI ESG Analytics Insight
Schwab U.S. Large-Cap Value ETF has an MSCI ESG Fund Rating of A based on a score of 6.33 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 Value ETF ranks in the 60th percentile within its peer group and in the 75th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SCHV 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.
SCHV Summary Data
SCHV Portfolio Data
SCHV Index Data
SCHV Portfolio Management
SCHV Tax Exposures
SCHV Fund Structure
SCHV Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SCHV. SCHV is rated a 5 out of 5.
SCHV Sector/Industry Breakdown
SCHV Top 10 Holdings[View All]
SCHV Economic Development
SCHV Performance Statistics
SCHV MSCI ESG Ratings
SCHV Benchmark Comparison Summary
SCHV Benchmark Comparison Market Cap Size