SCHV 📈 Schwab U.S. Large-Cap Value - Overview

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 12,407m
Category Large Value
TER 0.04%
IPO / Inception 2009-12-11

SCHV ETF Ratings

Growth 5y 80.0%
Fundamental -
Dividend 37.0%
Rel. Strength Industry 16.3
Analysts -
Fair Price Momentum 26.84 USD
Fair Price DCF -

SCHV Dividends

Dividend Yield 12m 2.74%
Yield on Cost 5y 4.69%
Annual Growth 5y -6.34%
Payout Consistency 86.1%

SCHV Growth Ratios

Growth Correlation 3m 42.3%
Growth Correlation 12m 96.2%
Growth Correlation 5y 89.2%
CAGR 5y 11.32%
CAGR/Mean DD 5y 2.18
Sharpe Ratio 12m 1.26
Alpha -5.13
Beta 0.90
Volatility 21.06%
Current Volume 1899.2k
Average Volume 20d 1346.9k
What is the price of SCHV stocks?
As of December 22, 2024, the stock is trading at USD 26.08 with a total of 1,899,200 shares traded.
Over the past week, the price has changed by -4.13%, over one month by -4.57%, over three months by -1.14% and over the past year by +17.03%.
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 (December 2024) a good stock to buy. It has a ValueRay Growth Rating of 80.02 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 December 2024 is 26.84. This means that SCHV is currently overvalued and has a potential downside of 2.91%.
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 29.8 in December 2025. The stock is currently trading at 26.08. This means that the stock has a potential upside of +14.07%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 29.8 14.1%