(SCHX) Schwab U.S. Large-Cap - Ratings and Ratios
Large-Cap Stocks, Equity, Index ETF, Market Cap
Dividends
| Dividend Yield | 1.08% |
| Yield on Cost 5y | 2.09% |
| Yield CAGR 5y | -17.59% |
| Payout Consistency | 92.3% |
| Payout Ratio | - |
| Risk via 10d forecast | |
|---|---|
| Volatility | 12.7% |
| Value at Risk 5%th | 21.8% |
| Relative Tail Risk | 4.69% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.57 |
| Alpha | -0.04 |
| CAGR/Max DD | 1.17 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.362 |
| Beta | 0.966 |
| Beta Downside | 0.981 |
| Drawdowns 3y | |
|---|---|
| Max DD | 19.04% |
| Mean DD | 2.26% |
| Median DD | 1.10% |
Description: SCHX Schwab U.S. Large-Cap December 03, 2025
Schwab U.S. Large-Cap ETF (SCHX) tracks the Dow Jones U.S. Large-Cap Total Stock Market Index, which selects the 750 largest U.S. equities by float-adjusted market capitalization and weights them accordingly. The fund is classified as a “Large Blend” ETF, is non-diversified under SEC rules, and is domiciled in the United States.
Key quantitative facts (as of Q3 2024) include an expense ratio of 0.03 % (one of the lowest in the large-cap space), assets under management of roughly $30 billion, and a top-10 holding concentration of about 30 % (dominated by Apple, Microsoft, Amazon, Alphabet, and Berkshire Hathaway). The sector composition is roughly 40 % technology, 20 % consumer discretionary, and 15 % health care, making the ETF sensitive to macro-drivers such as U.S. GDP growth, Federal Reserve policy on interest rates, and consumer spending trends.
If you want a deeper, data-driven view of SCHX’s risk-adjusted performance and how it fits into a broader portfolio, ValueRay’s analytics platform offers free tools that can help you explore those angles further.
What is the price of SCHX shares?
Over the past week, the price has changed by +0.71%, over one month by +0.04%, over three months by +6.25% and over the past year by +14.09%.
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 | 31.7 | 17.4% |
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