(SCHX) Schwab U.S. Large-Cap - Overview
Etf: Stocks, Large-Cap, 750, Weighted, Non-Diversified
Dividends
| Dividend Yield | 1.18% |
| Yield on Cost 5y | 1.97% |
| Yield CAGR 5y | -32.16% |
| Payout Consistency | 98.9% |
| Payout Ratio | - |
| Risk 5d forecast | |
|---|---|
| Volatility | 15.4% |
| Relative Tail Risk | 4.95% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.60 |
| Alpha | -0.17 |
| Character TTM | |
|---|---|
| Beta | 0.962 |
| Beta Downside | 0.967 |
| Drawdowns 3y | |
|---|---|
| Max DD | 19.04% |
| CAGR/Max DD | 1.10 |
Description: SCHX Schwab U.S. Large-Cap January 29, 2026
Schwab U.S. Large-Cap ETF (SCHX) seeks to replicate the Dow Jones U.S. Large-Cap Total Stock Market Index, which selects the 750 largest U.S. companies by float-adjusted market capitalization. The fund holds those stocks in proportion to their market weight, resulting in a non-diversified, cap-weighted exposure to the broad large-cap market.
As of the most recent filing (Dec 2025): the ETF’s expense ratio remains at 0.03%, assets under management total roughly $20 billion, and its top five holdings are Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet Class A (GOOGL) and Tesla (TSLA), together accounting for about 22% of the portfolio. Sector allocations are dominated by Technology (~25%), Consumer Discretionary (~15%) and Health Care (~13%). The fund posted a year-to-date total return of 8.2% through December 2025, outpacing the S&P 500’s 7.5% return over the same period.
For a deeper quantitative comparison, you might explore ValueRay’s sector-adjusted valuation metrics to see how SCHX stacks up against peers.
What is the price of SCHX shares?
Over the past week, the price has changed by +0.00%, over one month by -0.37%, over three months by +3.14% and over the past year by +14.55%.
Is SCHX a buy, sell or hold?
What are the forecasts/targets for the SCHX price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 31.9 | 17% |
SCHX Fundamental Data Overview February 02, 2026
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 64.29b USD (64.29b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 64.29b)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 64.29b / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 9.46% (E(64.29b)/V(64.29b) * Re(9.46%) + (debt-free company))
Discount Rate = 9.46% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)