SCHX 📈 Schwab U.S. Large-Cap - Overview
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, listed on the NYSE ARCA under the ticker SCHX, is designed to track the performance of the Dow Jones U.S. Large-Cap 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 segment of the market. By investing in stocks that are part of this index, the fund provides exposure to a wide range of large-cap companies, which are typically characterized by their market capitalization, liquidity, and stability. The index includes the top 750 components by full market capitalization, offering a comprehensive representation of the U.S. large-cap market.
The Dow Jones U.S. Large-Cap Total Stock Market Index is a float-adjusted market capitalization weighted index, meaning that the weight of each component in the index is determined by its market capitalization, adjusted for the amount of shares available for public trading. This approach helps to ensure that the index accurately reflects the market's expectations and provides a reliable benchmark for the performance of large-cap stocks in the U.S. market. As a non-diversified fund, the Schwab U.S. Large-Cap ETF may invest a significant portion of its assets in a limited number of securities, which can result in higher volatility, but also offers the potential for higher returns if the selected stocks perform well.
In terms of its structure and operations, the Schwab U.S. Large-Cap ETF is an exchange-traded fund (ETF) that is domiciled in the United States and has the ISIN code US8085242019. It falls under the Large Blend ETF category, indicating that it seeks to track the performance of a broad index of large-cap stocks, without a specific style or sector bias. The fund's website, http://www.schwabfunds.com, provides more detailed information about its investment objectives, strategies, and performance, as well as other relevant details for potential investors.
Additional Sources for SCHX ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
SCHX ETF Overview
Market Cap in USD | 51,446m |
Category | Large Blend |
TER | 0.03% |
IPO / Inception | 2009-11-03 |
SCHX ETF Ratings
Growth 5y | 89.5% |
Fundamental | - |
Dividend | 28.7% |
Rel. Strength Industry | 5.3 |
Analysts | - |
Fair Price Momentum | 24.91 USD |
Fair Price DCF | - |
SCHX Dividends
Dividend Yield 12m | 1.79% |
Yield on Cost 5y | 3.73% |
Annual Growth 5y | -7.92% |
Payout Consistency | 84.1% |
SCHX Growth Ratios
Growth Correlation 3m | 41.7% |
Growth Correlation 12m | 96.3% |
Growth Correlation 5y | 86.6% |
CAGR 5y | 16.06% |
CAGR/Mean DD 5y | 2.67 |
Sharpe Ratio 12m | 1.57 |
Alpha | 0.76 |
Beta | 1.03 |
Volatility | 16.98% |
Current Volume | 6096.9k |
Average Volume 20d | 9150.8k |
As of January 20, 2025, the stock is trading at USD 23.71 with a total of 6,096,900 shares traded.
Over the past week, the price has changed by +2.86%, over one month by +2.46%, over three months by +3.25% and over the past year by +26.81%.
Yes. Based on ValueRay Analyses, Schwab U.S. Large-Cap (NYSE ARCA:SCHX) is currently (January 2025) a good stock to buy. It has a ValueRay Growth Rating of 89.52 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 January 2025 is 24.91. This means that SCHX is currently overvalued and has a potential downside of 5.06%.
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 27.7 in January 2026. The stock is currently trading at 23.71. This means that the stock has a potential upside of +16.91%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 27.7 | 16.9% |