SCHV 📈 Schwab U.S. Large-Cap Value - Overview
Exchange: NYSE ARCA • Opening Hours • Country: USA • Currency: USD • Type: Etf • ISIN: US8085244098 • Large Value
SCHV: Large-Cap, Value, Stocks, Companies, United States
The Schwab U.S. Large-Cap Value ETF (NYSE ARCA: SCHV) is designed to track the performance of the Dow Jones U.S. Large-Cap Value Total Stock Market Index. This index comprises the large-cap value segment of the Dow Jones U.S. Total Stock Market Index, which includes stocks that are readily available to investors in the market.
The Dow Jones U.S. Large-Cap Value Total Stock Market Index is a subset of the top 750 companies by full market capitalization, which are then classified as value stocks based on various factors. This means that the ETF focuses on large-cap companies that are undervalued or have strong fundamentals, with the goal of providing investors with a diversified portfolio of value stocks.
By investing in the Schwab U.S. Large-Cap Value ETF, investors can gain exposure to a broad range of value stocks in the US market, which can help to spread risk and potentially increase returns over the long term. The ETF is managed by Charles Schwab Investment Management, a well-established investment management firm with a strong track record of managing index funds.
As a US-domiciled fund, the Schwab U.S. Large-Cap Value ETF is subject to US regulatory requirements and is listed on the NYSE ARCA exchange, making it easily accessible to investors. For more information about the fund, investors can visit the Charles Schwab website at http://www.schwabfunds.com.
Additional Sources for SCHV ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
SCHV ETF Overview
Market Cap in USD | 12,098m |
Category | Large Value |
TER | 0.04% |
IPO / Inception | 2009-12-11 |
SCHV ETF Ratings
Growth 5y | 75.3 |
Fundamental | - |
Dividend | 65.3 |
Rel. Performance vs Sector | -0.17 |
Analysts | - |
Fair Price Momentum | 28.86 USD |
Fair Price DCF | - |
SCHV Dividends
Dividend Yield 12m | 4.38% |
Yield on Cost 5y | 7.45% |
Dividends CAGR 5y | 10.30% |
Payout Consistency | 86.93% |
SCHV Growth Ratios
Growth Correlation 3m | 86.3% |
Growth Correlation 12m | 96.7% |
Growth Correlation 5y | 83% |
CAGR 5y | 11.19% |
CAGR/Mean DD 5y | 1.91 |
Sharpe Ratio 12m | 2.10 |
Alpha vs SP500 12m | 0.28 |
Beta vs SP500 5y weekly | 0.90 |
Volatility GJR Garch 1y | 10.50% |
Current Volume | 1071.2k |
Average Volume 20d | 941.9k |
As of November 21, 2024, the stock is trading at USD 27.23 with a total of 1,071,200 shares traded.
Over the past week, the price has changed by -0.58%, over one month by +0.70%, over three months by +7.45% and over the past year by +29.50%.
Yes. Based on ValueRay Analyses, Schwab U.S. Large-Cap Value (NYSE ARCA:SCHV) is currently (November 2024) a good stock to buy. It has a ValueRay Growth Rating of 75.26 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SCHV as of November 2024 is 28.86. This means that SCHV is currently overvalued and has a potential downside of 5.99%.
Schwab U.S. Large-Cap Value has no consensus analysts rating.
According to ValueRays Forecast Model, SCHV Schwab U.S. Large-Cap Value will be worth about 32 in November 2025. The stock is currently trading at 27.23. This means that the stock has a potential upside of +17.48%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 32 | 17.5% |