SCHXSchwab U.S. Large-Cap ETF
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.
SCHX MSCI ESG Analytics Insight
Schwab U.S. Large-Cap ETF has an MSCI ESG Fund Rating of A based on a score of 6.05 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 42nd percentile within its peer group and in the 32nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SCHX 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.
SCHX Summary Data
SCHX Portfolio Data
SCHX Index Data
SCHX Portfolio Management
SCHX Tax Exposures
SCHX Fund Structure
SCHX Factset Analytics Block Liquidity
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 Sector/Industry Breakdown
SCHX Economic Development
SCHX Performance Statistics
SCHX MSCI ESG Ratings
SCHX Benchmark Comparison Summary
SCHX Benchmark Comparison Market Cap Size