SCHX
Schwab U.S. Large-Cap ETF
Schwab U.S. Large-Cap ETF is an exchange-traded fund incorporated in the USA. The Fund's goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index.
US
EQUITY
Passive
MANAGEMENT STYLE
$ 74.4 B
ASSETS UNDER MGMT
3 bp
EXPENSES
Fund Basics
| Inception date | Nov 03, 2009 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Quarterly |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | Yes |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| NVIDIA CORP | 7.2 % |
| APPLE INC | 6.7 % |
| MICROSOFT CORP | 5.1 % |
| AMAZON.COM INC | 3.9 % |
| ALPHABET INC. CLASS A | 3.1 % |
| BROADCOM INC. | 2.7 % |
| ALPHABET INC. CLASS C | 2.5 % |
| META PLATFORMS INC | 1.8 % |
| JPMORGAN CHASE & CO | 1.4 % |
| BERKSHIRE HATHAWAY INC-CL B | 1.4 % |
Constituent Breakdown
| Number of holdings | 754 |
| Herfindahl-Hirschman Index | 190 |
| Wgt avg mkt cap (mns) | $1,351,176 |
| Large cap (>$10bn) | 94.9% |
| Mid cap ($2-10bn) | 1.0% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 95.9% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 93.8 % |
 |
IRELAND | 1.3 % |
Historical Performance
Standardized Performance (as of 07/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 9.4% | 17.6% | 16.4% | 17.7% | 10.7% | 13.1% | -- | 12.5% |
| Dividend Yield | 0.6% | 1.3% | 1.4% | 1.5% | 1.5% | 1.8% | -- | 2.0% |
| Total Returns | 10.0% | 18.9% | 17.8% | 19.2% | 12.2% | 14.9% | -- | 14.5% | Ann. Volatility | 13.8% | 13.0% | 16.6% | 15.2% | 17.2% | 18.2% | -- | 17.2% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 1.00 | 99% |
| MSCI EAFE | 0.65 | 62% |
| MSCI Emg Mkts | 0.40 | 58% |
Liquidity Measures
| Avg. volume (000) | 8,911 |
| ADV traded (mns) | $272 |
| Turnover | 0.4% |
| Avg. Bid/Ask (% of price) | 0.03% |
Technical Indicators
| 30d moving avg. (EMA) | $29.27 |
| Relative strength (RSI) | 54 |
| MACD/Signal | -0.02/0.02 |
| Bollinger Bands (Upper/Lower) | $29.88/$28.92 |
| Short interest (% of AUM) | 0.0% |
Distributions
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. SCHX |
Expenses vs. SCHX |
ALTAR Score™ vs. SCHX |
|---|---|---|---|---|
| IYY | iShares Dow Jones U.S. ETF | 93.2% | +17 bp | -0.2% |
| SCHK | Schwab 1000 Index ETF | 93.1% | +2 bp | 0.0% |
| IWB | iShares Russell 1000 ETF | 92.3% | +12 bp | -0.1% |
| ILCB | iShares Morningstar U.S. Equity ETF | 92.2% | 0 bp | -0.1% |
| VONE | Vanguard Russell 1000 ETF | 92.0% | +4 bp | 0.0% |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | 91.3% | -1 bp | 0.0% |
| SPY | SPDR S&P 500 ETF | 91.3% | +6 bp | -0.1% |
| IVV | iShares Core S&P 500 ETF | 91.3% | 0 bp | 0.0% |
| GXLC | Global X U.S. 500 ETF | 91.2% | -1 bp | -0.2% |
| SPTM | State Street SPDR Portfolio S&P 1500 Composite Stock Market | 91.1% | 0 bp | +0.1% |
Risk and Returns: SCHX vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 8/9/2026
Peer Group Comparison
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Historical Valuation Trends Sample data. Subscribe for access.
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
4.8%
ALTAR SCORE™
42nd
PERCENTILE
NEUTRAL
ETFRC RATING
There are 1,402 funds in the US Equity category with an average
ALTAR Score™ of 5.2% and a standard deviation
of 2.0%. SCHX's ALTAR Score™ is approximately -0.2 standard
deviations above the category average. This places SCHX in the 42nd percentile
among funds in the category.
Sell-Side Consensus
$33.25
PRICE TARGET
+8.9%
UPSIDE