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

The Schwab U.S. Large-Cap ETF (SCHX) is an exchange-traded fund that aims to track the Dow Jones U.S. Large-Cap Total Stock Market Index, which comprises the top 750 U.S. large-cap stocks by market capitalization. This index is a float-adjusted market capitalization weighted index, meaning that the stocks with the largest market capitalization have a greater weight in the index.

The funds investment strategy is to replicate the performance of the underlying index by investing in the constituent stocks. As a non-diversified fund, SCHX may have a higher concentration of holdings in a particular stock or sector, which can increase the risk of the investment. However, this also allows the fund to closely track the performance of the underlying index.

Some key performance indicators (KPIs) to evaluate SCHX include its tracking error, which measures the deviation of the funds performance from the underlying index, and its expense ratio, which is a key determinant of the funds net returns. Additionally, investors may also consider the funds liquidity, trading volume, and bid-ask spread to assess its market efficiency. With an AUM of over $56.5 billion, SCHX is one of the largest large-cap ETFs in the market, providing investors with a liquid and diversified investment option.

To further evaluate SCHX, investors may also consider its sector allocation, stock holdings, and dividend yield. The funds sector allocation is likely to be dominated by the technology, healthcare, and financials sectors, which are typical of the U.S. large-cap market. The funds dividend yield is also an important consideration, as it can provide a regular income stream to investors. By analyzing these KPIs, investors can gain a more comprehensive understanding of SCHX and make informed investment decisions.