Schwab US Large-Cap ETF™ (SCHX)

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62.23 +0.11  +0.18% NYSE Arca Nov 24, 09:56 Delayed 2m USD
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SCHX Key Stats

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SCHX Performance

  Total Return (Price) Total Return (NAV) Cat. Total Return (NAV) % Rank in Cat. (NAV)
1M 1.11% 1.12% 0.91% 36
3M 6.54% 6.56% 6.32% 43
6M 9.62% 9.64% 9.01% 37
YTD 18.21% 18.31% 16.64% 25
1Y 20.35% 20.38% 18.50% 23
3Y 10.13% 10.12% 8.50% 18
5Y 15.61% 15.62% 14.16% 17
10Y -- -- 7.65% --
As of Nov. 22, 2017. Returns for periods of 1 year and above are annualized.

SCHX Asset Allocation

Type % Net % Long % Short
Cash 0.37% 0.37% 0.00
Stock 99.63% 99.63% 0.00
Bond 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Preferred 0.00 0.00 0.00
Other 0.00 0.00 0.00
As of Nov. 22, 2017

SCHX Region Exposure

Americas 98.87%
North America 98.87%
Latin America 0.00
Greater Europe 0.57%
United Kingdom 0.18%
Europe Developed 0.39%
Europe Emerging 0.00
Africa/Middle East 0.00
Greater Asia 0.55%
Japan 0.00
Australasia 0.00
Asia Developed 0.05%
Asia Emerging 0.51%
Market Classification
% Developed Markets 99.49%
% Emerging Markets 0.51%
As of Nov. 22, 2017. Region breakdown data is calculated by using the long position holdings of the portfolio.

SCHX Stock Sector Exposure

Basic Materials 2.98%
Communication Services 3.57%
Consumer Cyclical 11.36%
Consumer Defensive 7.91%
Energy 5.67%
Financial Services 16.13%
Healthcare 13.67%
Industrials 10.58%
Real Estate 2.92%
Technology 22.02%
Utilities 3.17%
As of Nov. 22, 2017

SCHX Stock Market Capitalization

Giant 46.33%
Large 33.93%
Medium 19.30%
Small 0.45%
Micro 0.00
As of Nov. 22, 2017

SCHX Stock Style Exposure

Large Cap Value 25.99%
Large Cap Blend 26.91%
Large Cap Growth 27.80%
Mid Cap Value 6.49%
Mid Cap Blend 6.45%
Mid Cap Growth 5.92%
Small Cap Value 0.18%
Small Cap Blend 0.17%
Small Cap Growth 0.08%
As of Nov. 22, 2017
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SCHX Top 10 Holdings

Symbol Name % Weight Price % Chg
AAPL Apple Inc 3.73% 175.20 +0.14%
MSFT Microsoft Corp 2.64% 82.80 -0.37%
AMZN Amazon.com Inc 1.90% 1171.98 +1.37%
FB Facebook Inc A 1.77% 181.87 +0.55%
JNJ Johnson & Johnson 1.52% 137.59 +0.22%
BRK.B Berkshire Hathaway Inc B 1.45% 182.63 +0.04%
JPM JPMorgan Chase & Co 1.43% 98.70 +0.06%
XOM Exxon Mobil Corp 1.42% 81.39 +0.36%
GOOGL Alphabet Inc A 1.30% 1057.44 +0.52%
GOOG Alphabet Inc C 1.29% 1041.00 +0.49%
As of Nov. 22, 2017
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SCHX One Page Reports

SCHX Basic Info

Style
Equity Style Large Cap/Blend
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Prospectus Objective Growth
Fund Owner Firm Name Schwab ETFs
Benchmark Index
DJ US TSM Large Cap TR USD
100.0%

SCHX Manager Info

Name Tenure
Christopher Bliss 0.43 yrs
Ferian Juwono 7.36 yrs
Sabya Sinha 0.43 yrs

SCHX Net Fund Flows

1M 137.57M
3M 568.21M
6M 1.232B
YTD 2.203B
1Y 2.660B
3Y 5.299B
5Y 7.108B
10Y --
As of Oct. 31, 2017

SCHX Risk Info

Beta (5Y) 1.011
Max Drawdown (All) 19.27%
Historical Sharpe (10Y) --
Historical Sortino (All) 1.504
30-Day Rolling Volatility 5.38%
Daily Value at Risk (VaR) 1% (All) 2.65%
Monthly Value at Risk (VaR) 1% (All) 9.55%

SCHX Fundamentals

Dividend Yield TTM (11-24-17) 1.83%
SEC Yield (10-31-17) 1.79%
Weighted Average PE Ratio 22.07
Weighted Average Price to Sales Ratio 2.150
Weighted Average Price to Book Ratio 3.118
Weighted Median ROE 21.29%
Weighted Median ROA 7.46%
Forecasted Dividend Yield 1.93%
Forecasted PE Ratio 21.26
Forecasted Price to Sales Ratio 2.220
Forecasted Price to Book Ratio 3.020
Number of Holdings 762
As of Nov. 22, 2017

SCHX Growth Estimates

Forecasted 5 Yr Earnings Growth 9.98%
Forecasted Book Value Growth 3.95%
Forecasted Cash Flow Growth 0.60%
Forecasted Earnings Growth 4.59%
Forecasted Revenue Growth 0.55%
As of Nov. 22, 2017

SCHX Comparables

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SCHX Attributes

Key Dates
Inception Date 11/3/2009
Last Annual Report Date 8/31/2017
Last Prospectus Date 12/29/2016
Attributes
Exchange Traded Share Yes
Exchange Traded Note No
Enhanced Index Fund No
Index Fund Yes
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No

SCHX Excel Add-In Codes

  • Name: =YCI("SCHX","name")
  • Broad Asset Class: =YCI("SCHX", "broad_asset_class")
  • Broad Category: =YCI("SCHX", "broad_category_group")
  • Prospectus Objective: =YCI("SCHX", "prospectus_objective")

To find the codes for any of our financial metrics, see our Complete Reference of Metric Codes.

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