(SCHG) Schwab U.S. Large-Cap Growth - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US8085243009 • Large Growth
SCHG: Technology, Finance, Healthcare, Consumer Goods, Industrials
Naval here. Let me break down the Schwab U.S. Large-Cap Growth ETF (SCHG) for you. This ETF tracks the Dow Jones U.S. Large-Cap Growth Total Stock Market Index, focusing on high-growth large-cap companies. Listed on NYSE ARCA, SCHG is a popular choice for investors seeking exposure to top-tier growth stocks.
The index includes the largest 750 companies by market cap, classified as growth stocks based on factors like revenue and earnings growth. These firms typically reinvest profits into innovation and expansion rather than distributing dividends, making them attractive for long-term growth potential.
Investing in SCHG offers diversification across sectors and access to leading companies. With over $38 billion in AUM, it’s a liquid and stable ETF. However, its not for those seeking dividends, as growth stocks often reinvest earnings.
Key metrics: SCHG has a substantial AUM of $38.9 billion, indicating significant investor trust. Other metrics like P/E arent provided, which is common in ETFs where valuation can vary widely across holdings.
Additional Sources for SCHG ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
SCHG ETF Overview
| Market Cap in USD | 37,785m |
| Category | Large Growth |
| TER | 0.04% |
| IPO / Inception | 2009-12-11 |
SCHG ETF Ratings
| Growth 5y | 85.5% |
| Fundamental | - |
| Dividend | 46.5% |
| Rel. Strength Industry | 1.76 |
| Analysts | - |
| Fair Price Momentum | 24.18 USD |
| Fair Price DCF | - |
SCHG Dividends
| Dividend Yield 12m | 0.44% |
| Yield on Cost 5y | 1.26% |
| Annual Growth 5y | 5.54% |
| Payout Consistency | 90.8% |
SCHG Growth Ratios
| Growth Correlation 3m | -46.4% |
| Growth Correlation 12m | 88.7% |
| Growth Correlation 5y | 76.3% |
| CAGR 5y | 23.14% |
| CAGR/Max DD 5y | 0.67 |
| Sharpe Ratio 12m | 1.33 |
| Alpha | -0.62 |
| Beta | 1.32 |
| Volatility | 32.73% |
| Current Volume | 13906.7k |
| Average Volume 20d | 13162.4k |
As of March 14, 2025, the stock is trading at USD 24.91 with a total of 13,906,694 shares traded.
Over the past week, the price has changed by -4.52%, over one month by -13.72%, over three months by -13.39% and over the past year by +8.90%.
Yes. Based on ValueRay Analyses, Schwab U.S. Large-Cap Growth (NYSE ARCA:SCHG) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 85.50 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SCHG as of March 2025 is 24.18. This means that SCHG is currently overvalued and has a potential downside of -2.93%.
Schwab U.S. Large-Cap Growth has no consensus analysts rating.
According to ValueRays Forecast Model, SCHG Schwab U.S. Large-Cap Growth will be worth about 27.3 in March 2026. The stock is currently trading at 24.91. This means that the stock has a potential upside of +9.43%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 27.3 | 9.4% |