(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
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
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 |
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%.
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%.
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 31.8 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% |