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 (NYSE ARCA:SCHX) aims to track the performance of the large-cap segment of the US stock market by investing in a diversified portfolio of stocks. To achieve this, the fund typically invests in companies that are part of the Dow Jones U.S. Large-Cap Total Stock Market Index.

This index is a subset of the Dow Jones U.S. Total Stock Market Index, which includes almost all publicly traded US companies. The large-cap portion of the index focuses on the top 750 companies by market capitalization, which are the largest and most established businesses in the US. This float-adjusted market capitalization weighted index ensures that the fund's holdings are aligned with the market's overall performance.

As a non-diversified fund, the Schwab U.S. Large-Cap ETF may have a higher concentration of assets in a particular sector or industry, which can result in higher returns but also increased risk. However, this approach allows the fund to take advantage of growth opportunities in specific areas of the market.

With its focus on large-cap US stocks, the fund provides investors with exposure to well-established companies with a strong market presence. By tracking a broad market index, the fund offers a cost-effective way to invest in the US stock market, making it an attractive option for investors seeking long-term growth.

For more information about the Schwab U.S. Large-Cap ETF, investors can visit the fund's website at http://www.schwabfunds.com. The fund is domiciled in the United States.

Additional Sources for SCHX ETF

SCHX ETF Overview

Market Cap in USD 51,360m
Category Large Blend
TER 0.03%
IPO / Inception 2009-11-03

SCHX ETF Ratings

Growth 5y 91.7%
Fundamental -
Dividend 54.2%
Rel. Performance Sector 0.26
Analysts -
Fair Price Momentum 26.15 USD
Fair Price DCF -

SCHX Dividends

Dividend Yield 12m 2.31%
Yield on Cost 5y 5.24%
Annual Growth 5y 17.21%
Payout Consistency 82.80%

SCHX Growth Ratios

Growth Correlation 3m 92.4%
Growth Correlation 12m 97.1%
Growth Correlation 5y 84.8%
CAGR 5y 17.82%
CAGR/Mean DD 5y 2.92
Sharpe Ratio 12m 2.29
Alpha 2.80
Beta 1.03
Volatility 11.37%
Current Volume 4030.6k
Average Volume 20d 5886.6k
What is the price of SCHX stocks?
As of December 04, 2024, the stock is trading at USD 23.97 with a total of 4,030,600 shares traded.
Over the past week, the price has changed by +0.50%, over one month by +6.49%, over three months by +11.28% and over the past year by +37.51%.
Is Schwab U.S. Large-Cap a good stock to buy?
Yes. Based on ValueRay Analyses, Schwab U.S. Large-Cap (NYSE ARCA:SCHX) is currently (December 2024) a good stock to buy. It has a ValueRay Growth Rating of 91.73 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 December 2024 is 26.15. This means that SCHX is currently overvalued and has a potential downside of 9.09%.
Is SCHX a buy, sell or hold?
Schwab U.S. Large-Cap has no consensus analysts rating.
What are the forecast for SCHX stock price target?
According to ValueRays Forecast Model, SCHX Schwab U.S. Large-Cap will be worth about 29.1 in December 2025. The stock is currently trading at 23.97. This means that the stock has a potential upside of +21.44%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 29.1 21.4%