(SCHX) Schwab U.S. Large-Cap - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US8085242019 • Large Blend
SCHX: Technology, Finance, Healthcare, Consumer, Industrials, Energy
The Schwab U.S. Large-Cap ETF (SCHX) is designed to offer investors exposure to the performance of large-capitalization U.S. equities. It achieves this by tracking the Dow Jones U.S. Large-Cap Total Stock Market Index, which represents the large-cap segment of the broader U.S. equity market. The index includes the top 750 companies ranked by full market capitalization, providing a comprehensive view of the large-cap universe.
As a float-adjusted, market-capitalization-weighted index, SCHX ensures that its holdings are proportional to the available market capitalization of each constituent, excluding closely held shares. This structure helps in aligning the funds performance closely with the market. Notably, SCHX is classified as a non-diversified fund, which allows it to invest a significant portion of its assets in a limited number of issuers, enhancing its potential to mimic the indexs performance accurately.
With a focus on cost-effectiveness, SCHX is known for its low expense ratio, making it an attractive option for investors seeking efficient large-cap exposure. The fund is part of Schwabs ETF offerings, which are recognized for their transparency and operational efficiency. Domiciled in the United States, SCHX is listed on the NYSE ARCA, offering investors a liquid and accessible means to gain exposure to the U.S. large-cap market.
For more details about the Schwab U.S. Large-Cap ETF, including its investment strategy and operational structure, investors can visit the funds website at http://www.schwabfunds.com.
Additional Sources for SCHX ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
SCHX ETF Overview
Market Cap in USD | 54,087m |
Category | Large Blend |
TER | 0.03% |
IPO / Inception | 2009-11-03 |
SCHX ETF Ratings
Growth 5y | 84.5% |
Fundamental | - |
Dividend | 39.4% |
Rel. Strength Industry | 0.8 |
Analysts | - |
Fair Price Momentum | 23.30 USD |
Fair Price DCF | - |
SCHX Dividends
Dividend Yield 12m | 1.84% |
Yield on Cost 5y | 3.82% |
Annual Growth 5y | -1.89% |
Payout Consistency | 85.8% |
SCHX Growth Ratios
Growth Correlation 3m | 36.6% |
Growth Correlation 12m | 95.9% |
Growth Correlation 5y | 86.7% |
CAGR 5y | 16.67% |
CAGR/Max DD 5y | 0.54 |
Sharpe Ratio 12m | 1.20 |
Alpha | 0.63 |
Beta | 1.02 |
Volatility | 11.02% |
Current Volume | 11866.3k |
Average Volume 20d | 9302.5k |
As of February 22, 2025, the stock is trading at USD 23.75 with a total of 11,866,337 shares traded.
Over the past week, the price has changed by -1.86%, over one month by -0.79%, over three months by +1.23% and over the past year by +23.19%.
Yes. Based on ValueRay Analyses, Schwab U.S. Large-Cap (NYSE ARCA:SCHX) is currently (February 2025) a good stock to buy. It has a ValueRay Growth Rating of 84.49 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SCHX as of February 2025 is 23.30. This means that SCHX is currently overvalued and has a potential downside of -1.89%.
Schwab U.S. Large-Cap has no consensus analysts rating.
According to ValueRays Forecast Model, SCHX Schwab U.S. Large-Cap will be worth about 28 in February 2026. The stock is currently trading at 23.75. This means that the stock has a potential upside of +17.77%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 28 | 17.8% |