(SCHV) Schwab U.S. Large-Cap Value - Ratings and Ratios

Exchange: NYSE ARCA • 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, listed on the NYSE ARCA under the ticker symbol SCHV, is designed to track the performance of the Dow Jones U.S. Large-Cap Value Total Stock Market Index. This index is a subset of the broader Dow Jones U.S. Total Stock Market Index, focusing specifically on the large-cap value segment of the market. The index includes stocks ranked 1-750 by full market capitalization, which are then classified as value based on various factors such as price-to-book ratio, dividend yield, and earnings growth. By investing in these stocks, the fund aims to provide investors with exposure to the large-cap value segment of the U.S. equity market.

The fund's investment strategy involves holding a portfolio of stocks that are representative of the Dow Jones U.S. Large-Cap Value Total Stock Market Index. This means that the fund will typically hold a diverse range of large-cap value stocks, including well-established companies with a history of stable earnings and dividend payments. The fund's holdings are determined by the index methodology, which uses a rules-based approach to select and weight the stocks in the portfolio. The resulting portfolio is designed to be a low-cost and efficient way for investors to gain exposure to the large-cap value segment of the U.S. equity market.

In terms of its structure, the Schwab U.S. Large-Cap Value ETF is an exchange-traded fund (ETF) listed on the NYSE ARCA. It is domiciled in the United States and has an ISIN of US8085244098. The fund is classified as a large value ETF, which means that it is designed to track the performance of large-cap value stocks in the U.S. market. The fund's website, http://www.schwabfunds.com, provides additional information on the fund's investment strategy, holdings, and performance.

Additional Sources for SCHV ETF

SCHV ETF Overview

Market Cap in USD 11,742m
Category Large Value
TER 0.04%
IPO / Inception 2009-12-11

SCHV ETF Ratings

Growth 5y 81.6%
Fundamental -
Dividend 42.0%
Rel. Strength Industry 26.9
Analysts -
Fair Price Momentum 28.72 USD
Fair Price DCF -

SCHV Dividends

Dividend Yield 12m 4.21%
Yield on Cost 5y 7.57%
Annual Growth 5y -6.00%
Payout Consistency 81.5%

SCHV Growth Ratios

Growth Correlation 3m -36.7%
Growth Correlation 12m 93.2%
Growth Correlation 5y 89.4%
CAGR 5y 12.46%
CAGR/Mean DD 5y 2.38
Sharpe Ratio 12m 1.53
Alpha -1.98
Beta 0.90
Volatility 13.85%
Current Volume 1437.3k
Average Volume 20d 1378k
What is the price of SCHV stocks?
As of January 23, 2025, the stock is trading at USD 27.07 with a total of 1,437,300 shares traded.
Over the past week, the price has changed by +2.19%, over one month by +3.60%, over three months by +0.87% and over the past year by +22.91%.
Is Schwab U.S. Large-Cap Value a good stock to buy?
Yes. Based on ValueRay Analyses, Schwab U.S. Large-Cap Value (NYSE ARCA:SCHV) is currently (January 2025) a good stock to buy. It has a ValueRay Growth Rating of 81.61 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 January 2025 is 28.72. This means that SCHV is currently overvalued and has a potential downside of 6.1%.
Is SCHV a buy, sell or hold?
Schwab U.S. Large-Cap Value has no consensus analysts rating.
What are the forecast for SCHV stock price target?
According to ValueRays Forecast Model, SCHV Schwab U.S. Large-Cap Value will be worth about 31.8 in January 2026. The stock is currently trading at 27.07. This means that the stock has a potential upside of +17.62%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 31.8 17.6%