SCHX Schwab U.S. Large-Cap ETF
A
96
What is SCHX?
SCHX tracks a market-cap-weighted index of the 750 largest US companies.
PERFORMANCE [as of 03/17/23]
1 MONTH
3 MONTHS
YTD
1 YEAR
3 YEARS
5 YEARS
10 YEARS
SCHX
-4.22%
2.19%
2.44%
-10.50%
17.22%
8.93%
11.53%
SCHX (NAV)
-4.21%
2.12%
2.44%
-10.48%
17.42%
8.91%
11.53%
MSCI USA Large Cap Index
-3.00%
3.00%
3.41%
-9.83%
17.31%
9.48%
11.97%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.
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.
SCHX Summary Data
11/03/09
0.03%
$30.44B
Dow Jones US Total Stock Market Large-Cap
MSCI USA Large Cap Index
Open-Ended Fund
Peers
MSCI USA Large Cap Index
Fund Flows
+$0.05B
5 Days
+$0.04B
30 Days
+$0.29B
90 Days
SCHX Portfolio Data
$423.95B
20.69
3.97
1.60%
N/A
761
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%
-0.02%
-0.00%
-0.04%
SCHX Tax Exposures
20.00% / 39.60%
--
Qualified dividends
No
SCHX Fund Structure
Open-Ended Fund
No
Yes
-- / --
N/A
N/A
Low
Daily
Factset Analytics Block Liquidity
As of 03/20/23
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
1,541,572
$73.05M
1,325,759
$64.73M
0.02%
$0.01
0.02%
0.09% / -0.06%
None
100.00%
50,000
26.52
0.01%
0.00%
1,231
$46.24
5
SCHX Sector/Industry Breakdown
SCHX
Segment
Benchmark
Benchmark
17.90%
--
16.44%
--
12.90%
--
10.73%
--
7.03%
--
5.37%
--
3.79%
--
3.78%
--
3.68%
--
3.16%
--
SCHX Top 10 Holdings
6.57%
5.90%
2.49%
1.82%
1.72%
1.54%
1.50%
1.37%
1.25%
1.24%
25.39%
SCHX Performance Statistics
1.00
1.00
1.01
1.00
0.08%
MSCI USA Large Cap Index
SCHX Countries
SCHX
Segment
Benchmark
Benchmark
99.94%
99.89%
--
0.11%
SCHX Regions
SCHX
Segment
Benchmark
Benchmark
99.94%
100.00%
SCHX Economic Development
SCHX
Segment
Benchmark
Benchmark
99.94%
100.00%
0.00%
0.00%
SCHX Benchmark Comparison Summary
SCHX
Segment
Benchmark
Benchmark
761
297
$423.95B
$504.17B
20.69
20.72
3.97
4.32
1.54%
1.55%
Low
Low
SCHX Benchmark Comparison Market Cap Size
SCHX
Segment
Benchmark
Benchmark
94.84%
100.00%
5.07%
0.00%
0.02%
0.00%
0.00%
0.00%