SCHX

Schwab U.S. Large-Cap ETF
A

95
*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 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

Schwab U.S. Large-Cap ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.41 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 ETF ranks in the 50th percentile within its peer group and in the 49th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

SCHX CHARTS AND PERFORMANCE

Price Chart ($)
Total Return Chart (%)
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
COMPARE
RESET
Select ETFs to compare their performance:
PERFORMANCE [as of 07/16/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
SCHX 4.17% 3.75% 21.23% 9.36% 13.96% 10.81% --
SCHX (NAV) 4.21% 3.79% 21.36% 9.36% 13.96% 10.81% --
Dow Jones US Total Stock Market Large-Cap 4.21% 3.79% 21.36% 9.37% 13.98% 10.84% --
MSCI USA Large Cap Index 4.33% 3.98% 21.07% 9.91% 14.27% 11.18% 14.57%
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%
$17.63B
$69.18M
0.01%

SCHX Portfolio Data

$199.77B
20.97
3.16
1.85%
09/25/19
757

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%
-0.01%
0.00%
-0.03%

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
Cboe 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 07/18/19
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

1,005,089
$69.18M
854,488
$58.54M
0.01%
$0.01
0.02%
0.12% / -0.16%
None
100.00%
50,000
17.09
0.01%
0.00%
352
$71.73
5

SCHX Sector/Industry Breakdown


SCHX
Segment Benchmark
25.51%
27.67%
16.95%
15.05%
13.74%
14.58%
13.38%
13.11%
10.55%
9.27%
7.06%
7.85%
4.87%
5.36%
3.38%
2.79%
2.49%
1.91%
2.07%
2.40%

SCHX Countries


SCHX
Segment Benchmark
99.90%
100.00%
0.10%
--

SCHX Regions


SCHX
Segment Benchmark
99.90%
100.00%
0.10%
--

SCHX Economic Development


SCHX
Segment Benchmark
99.90%
100.00%
0.10%
--

SCHX Performance Statistics

1.00
0.99
0.99
0.99
0.05%
MSCI USA Large Cap Index

SCHX MSCI ESG Ratings

BBB
5.41 / 10
49.33
50.34
11.84%
5.71%
187.68

SCHX BENCHMARK COMPARISON HOLDINGS

757
296
296
82.80%

SCHX BENCHMARK COMPARISON SUMMARY


SCHX
Segment Benchmark
757
296
$199.77B
$236.12B
20.97
20.23
3.16
3.33
1.97%
2.04%
Low
Low

SCHX BENCHMARK COMPARISON MARKET CAP SIZE


SCHX
Segment Benchmark
89.63%
99.46%
10.24%
0.54%
0.04%
0.00%
0.00%
0.00%