(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
Naval Ravikant here. Let me break down the Schwab U.S. Large-Cap Value ETF (SCHV) for you. This ETF is designed to give you exposure to large-cap value stocks in the U.S. market. It tracks the Dow Jones U.S. Large-Cap Value Total Stock Market Index, which focuses on the value segment of the large-cap universe.
The index includes companies ranked 1-750 by market cap, filtered through a value lens. This means SCHV is targeting stable, established firms that may be undervalued relative to their peers. Its a straightforward, low-cost way to invest in this segment without picking individual stocks.
With over $12 billion in AUM, SCHV is a substantial fund. Its listed on NYSE ARCA, making it easily accessible for most investors. The structure is transparent, holding securities that match the indexs composition, ensuring you get the markets returns minus fees.
For fund managers and investors, SCHV offers diversification within large-cap value stocks. Its a tool for those who believe in the value investing thesis, seeking companies with strong fundamentals at attractive prices. If youre looking for a low-maintenance way to tap into this strategy, SCHV is worth considering.
Check out more details at their website: http://www.schwabfunds.com. Remember, as with any investment, do your homework and align it with your overall strategy.
Additional Sources for SCHV ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
SCHV ETF Overview
| Market Cap in USD | 12,188m |
| Category | Large Value |
| TER | 0.04% |
| IPO / Inception | 2009-12-11 |
SCHV ETF Ratings
| Growth 5y | 85.4% |
| Fundamental | - |
| Dividend | 39.5% |
| Rel. Strength Industry | 3.15 |
| Analysts | - |
| Fair Price Momentum | 28.07 USD |
| Fair Price DCF | - |
SCHV Dividends
| Dividend Yield 12m | 3.35% |
| Yield on Cost 5y | 7.11% |
| Annual Growth 5y | -7.43% |
| Payout Consistency | 84.2% |
SCHV Growth Ratios
| Growth Correlation 3m | 41.9% |
| Growth Correlation 12m | 90.7% |
| Growth Correlation 5y | 89.7% |
| CAGR 5y | 16.88% |
| CAGR/Max DD 5y | 0.69 |
| Sharpe Ratio 12m | 1.09 |
| Alpha | 5.17 |
| Beta | 0.69 |
| Volatility | 16.29% |
| Current Volume | 1791.5k |
| Average Volume 20d | 1440.7k |
As of March 09, 2025, the stock is trading at USD 26.92 with a total of 1,791,520 shares traded.
Over the past week, the price has changed by -2.25%, over one month by -0.70%, over three months by -1.23% and over the past year by +15.63%.
Yes. Based on ValueRay Analyses, Schwab U.S. Large-Cap Value (NYSE ARCA:SCHV) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 85.42 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 March 2025 is 28.07. This means that SCHV is currently overvalued and has a potential downside of 4.27%.
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 31.9 in March 2026. The stock is currently trading at 26.92. This means that the stock has a potential upside of +18.54%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 31.9 | 18.5% |