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

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 (SCHX) is designed to offer investors exposure to the performance of large-capitalization U.S. equities. It achieves this by tracking the Dow Jones U.S. Large-Cap Total Stock Market Index, which represents the large-cap segment of the broader U.S. equity market. The index includes the top 750 companies ranked by full market capitalization, providing a comprehensive view of the large-cap universe.

As a float-adjusted, market-capitalization-weighted index, SCHX ensures that its holdings are proportional to the available market capitalization of each constituent, excluding closely held shares. This structure helps in aligning the funds performance closely with the market. Notably, SCHX is classified as a non-diversified fund, which allows it to invest a significant portion of its assets in a limited number of issuers, enhancing its potential to mimic the indexs performance accurately.

With a focus on cost-effectiveness, SCHX is known for its low expense ratio, making it an attractive option for investors seeking efficient large-cap exposure. The fund is part of Schwabs ETF offerings, which are recognized for their transparency and operational efficiency. Domiciled in the United States, SCHX is listed on the NYSE ARCA, offering investors a liquid and accessible means to gain exposure to the U.S. large-cap market.

For more details about the Schwab U.S. Large-Cap ETF, including its investment strategy and operational structure, investors can visit the funds website at http://www.schwabfunds.com.

Additional Sources for SCHX ETF

SCHX ETF Overview

Market Cap in USD 54,087m
Category Large Blend
TER 0.03%
IPO / Inception 2009-11-03

SCHX ETF Ratings

Growth 5y 84.5%
Fundamental -
Dividend 39.4%
Rel. Strength Industry 0.8
Analysts -
Fair Price Momentum 23.30 USD
Fair Price DCF -

SCHX Dividends

Dividend Yield 12m 1.84%
Yield on Cost 5y 3.82%
Annual Growth 5y -1.89%
Payout Consistency 85.8%

SCHX Growth Ratios

Growth Correlation 3m 36.6%
Growth Correlation 12m 95.9%
Growth Correlation 5y 86.7%
CAGR 5y 16.67%
CAGR/Max DD 5y 0.54
Sharpe Ratio 12m 1.20
Alpha 0.63
Beta 1.02
Volatility 11.02%
Current Volume 11866.3k
Average Volume 20d 9302.5k
What is the price of SCHX stocks?
As of February 22, 2025, the stock is trading at USD 23.75 with a total of 11,866,337 shares traded.
Over the past week, the price has changed by -1.86%, over one month by -0.79%, over three months by +1.23% and over the past year by +23.19%.
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 (February 2025) a good stock to buy. It has a ValueRay Growth Rating of 84.49 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 February 2025 is 23.30. This means that SCHX is currently overvalued and has a potential downside of -1.89%.
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 28 in February 2026. The stock is currently trading at 23.75. This means that the stock has a potential upside of +17.77%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 28 17.8%