SCHX

Schwab U.S. Large-Cap ETF
*Unless otherwise stated, data provided by FactSet.

SCHX Fund Description

SCHX tracks a market-cap-weighted index of the 750 largest US companies.

SCHX Factset Analytics Insight

SCHX fully replicates an index of large-cap stocks selected from the Dow Jones US Total Stock Market Index. Constituents from the broader index are ranked by market-cap in descending order. Stocks ranked 600 or larger are automatically selected for inclusion. Current constituents ranked 900 or higher are selected in descending market-cap order, until the index contains 750 stocks. The annual composition review is announced and implemented in September.

PERFORMANCE [as of 05/16/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
SCHX -- -- -- -- -- -- --
SCHX (NAV) -11.12% -11.00% -16.61% -4.70% 13.16% 12.57% 13.73%
MSCI USA Large Cap Index -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

SCHX Summary Data

Schwab
11/03/09
Open-Ended Fund
0.03%
$28.51B
$175.25M
0.02%
SPY, IVV, VOO, IWB, VV

SCHX Portfolio Data

$610.73B
24.04
4.56
1.47%
N/A
746

SCHX Index Data

Dow Jones US Total Stock Market Large-Cap
Market Cap
Market Cap
MSCI USA Large Cap Index

SCHX Portfolio Management

0.03%
-0.04%
-0.01%
-0.06%

SCHX Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

SCHX Fund Structure

Open-Ended Fund
No
Yes
-- / --
N/A
N/A
Low
Daily

SCHX Factset Analytics Block Liquidity

As of 05/17/22
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

3,532,653
$175.25M
1,918,287
$103.51M
0.02%
$0.01
0.03%
0.12% / -1.66%
None
99.00%
50,000
38.37
0.01%
0.00%
1,566
$47.34
5

SCHX Sector/Industry Breakdown


SCHX
Segment Benchmark
18.02%
--
14.64%
--
14.40%
--
10.56%
--
7.34%
--
5.52%
--
3.79%
--
3.69%
--
3.69%
--
2.90%
--

SCHX Countries


SCHX
Segment Benchmark
100.00%
99.90%
--
0.10%

SCHX Regions


SCHX
Segment Benchmark
100.00%
100.00%

SCHX Economic Development


SCHX
Segment Benchmark
100.00%
100.00%

SCHX Performance Statistics

1.00
1.00
1.00
1.00
0.07%
MSCI USA Large Cap Index

SCHX Benchmark Comparison Holdings

746
295
293
84.11%

SCHX Benchmark Comparison Summary


SCHX
Segment Benchmark
746
295
$610.73B
$723.99B
24.04
24.13
4.56
5.01
1.29%
1.30%
Low
Low

SCHX Benchmark Comparison Market Cap Size


SCHX
Segment Benchmark
95.90%
99.98%
4.10%
0.02%
0.00%
0.00%
0.00%
0.00%