(SCHX) Schwab U.S. Large-Cap - Ratings and Ratios
Large-Cap,Equity,Index,ETF
Dividends
| Dividend Yield | 1.08% |
| Yield on Cost 5y | 2.13% |
| Yield CAGR 5y | -17.59% |
| Payout Consistency | 92.3% |
| Payout Ratio | - |
| Risk via 10d forecast | |
|---|---|
| Volatility | 14.5% |
| Value at Risk 5%th | 24.9% |
| Relative Tail Risk | 4.64% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.58 |
| Alpha | -0.31 |
| CAGR/Max DD | 1.08 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.302 |
| Beta | 0.965 |
| Beta Downside | 0.981 |
| Drawdowns 3y | |
|---|---|
| Max DD | 19.04% |
| Mean DD | 2.33% |
| Median DD | 1.18% |
Description: SCHX Schwab U.S. Large-Cap September 26, 2025
Schwab U.S. Large-Cap ETF (SCHX) seeks to replicate the performance of 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 the same constituents in roughly the same weightings, resulting in a non-diversified, market-cap-weighted exposure to the broad large-cap segment of the U.S. equity market.
As of the most recent quarterly filing (Q2 2024), SCHX reports an expense ratio of 0.03%, total assets under management of roughly $30 billion, and an average portfolio turnover of about 5% per year. Its top ten holdings-dominated by Apple, Microsoft, Amazon, Alphabet, and Berkshire Hathaway-account for roughly 30% of assets, while sector allocations are led by Information Technology (~27%), Health Care (~13%), and Consumer Discretionary (~12%).
The ETF’s performance is closely tied to macro-economic drivers that affect large-cap earnings, notably U.S. GDP growth, Federal Reserve policy on interest rates, and corporate profit trends. A sustained low-interest-rate environment typically benefits high-growth tech stocks, whereas rising rates can pressure valuation multiples, especially in rate-sensitive sectors like Real Estate and Utilities.
For a deeper, data-driven view of SCHX’s valuation metrics and risk profile, you might explore the analytical tools available on ValueRay.
What is the price of SCHX shares?
Over the past week, the price has changed by +2.60%, over one month by -1.07%, over three months by +5.18% and over the past year by +13.85%.
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 | 31.2 | 16.2% |
SCHX Fundamental Data Overview November 21, 2025
Beta = 1.02
Revenue TTM = 0.0 USD
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 = 61.00b USD (61.00b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 61.00b)
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 61.00b / 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 = 9.57% (E(61.00b)/V(61.00b) * Re(9.57%) + (debt-free company))
Discount Rate = 9.57% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for SCHX ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle