Schwab US Large-Cap ETF™ (SCHX)

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63.01 -0.82  -1.28% NYSE Arca Apr 24, 20:00 Delayed 2m USD
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SCHX Performance

  Total Return (Price) Total Return (NAV) Cat. Total Return (NAV) % Rank in Cat. (NAV)
1M 1.91% 1.88% 3.16% 61
3M -6.49% -6.50% -5.59% 44
6M 3.69% 3.70% 4.70% 36
YTD -0.80% -0.73% 0.12% 38
1Y 13.28% 13.27% 14.64% 32
3Y 9.60% 9.59% 8.59% 21
5Y 12.98% 12.98% 11.89% 18
10Y -- -- 8.27% --
As of April 24, 2018. Returns for periods of 1 year and above are annualized.

SCHX Asset Allocation

Type % Net % Long % Short
Cash 0.06% 0.06% 0.00%
Stock 99.94% 99.94% 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 April 23, 2018

SCHX Region Exposure

Americas 99.01%
North America 99.01%
Latin America 0.00%
Greater Europe 0.50%
United Kingdom 0.17%
Europe Developed 0.34%
Europe Emerging 0.00%
Africa/Middle East 0.00%
Greater Asia 0.49%
Japan 0.00%
Australasia 0.00%
Asia Developed 0.07%
Asia Emerging 0.42%
Market Classification
% Developed Markets 99.58%
% Emerging Markets 0.42%
As of April 23, 2018. Region breakdown data is calculated by using the long position holdings of the portfolio.

SCHX Stock Sector Exposure

Basic Materials 2.94%
Communication Services 3.27%
Consumer Cyclical 12.15%
Consumer Defensive 7.15%
Energy 6.07%
Financial Services 16.62%
Healthcare 13.34%
Industrials 10.89%
Real Estate 2.77%
Technology 21.97%
Utilities 2.83%
As of April 23, 2018

SCHX Stock Market Capitalization

Giant 51.94%
Large 33.73%
Medium 14.27%
Small 0.07%
Micro 0.00%
As of April 23, 2018

SCHX Stock Style Exposure

Large Cap Value 27.79%
Large Cap Blend 27.64%
Large Cap Growth 30.71%
Mid Cap Value 4.60%
Mid Cap Blend 4.80%
Mid Cap Growth 4.39%
Small Cap Value 0.05%
Small Cap Blend 0.01%
Small Cap Growth 0.01%
As of April 23, 2018
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SCHX Top 10 Holdings

Symbol Name % Weight Price % Chg
AAPL Apple Inc 3.40% 162.94 -1.39%
MSFT Microsoft Corp 2.98% 93.12 -2.34%
AMZN Amazon.com Inc 2.47% 1460.09 -3.81%
FB Facebook Inc A 1.61% 159.69 -3.71%
BRK.B Berkshire Hathaway Inc B 1.56% 196.80 -1.31%
JPM JPMorgan Chase & Co 1.54% 110.41 -0.47%
JNJ Johnson & Johnson 1.38% 126.19 -0.50%
XOM Exxon Mobil Corp 1.36% 78.35 -1.53%
GOOG Alphabet Inc C 1.31% 1019.98 -4.45%
GOOGL Alphabet Inc A 1.30% 1022.64 -4.77%
As of April 23, 2018
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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 0.84 yrs
Ferian Juwono 7.77 yrs
Sabya Sinha 0.84 yrs

SCHX Net Fund Flows

1M 248.73M
3M 629.74M
6M 1.253B
YTD 629.74M
1Y 2.594B
3Y 5.724B
5Y 7.937B
10Y --
As of March 31, 2018

SCHX Risk Info

Beta (5Y) 0.9968
Max Drawdown (All) 19.27%
Historical Sharpe (10Y) --
Historical Sortino (All) 1.496
30-Day Rolling Volatility 20.01%
Daily Value at Risk (VaR) 1% (All) 2.71%
Monthly Value at Risk (VaR) 1% (All) 9.36%

SCHX Fundamentals

Dividend Yield TTM (4-24-18) 1.77%
SEC Yield (1-31-18) 1.66%
Weighted Average PE Ratio 20.44
Weighted Average Price to Sales Ratio 2.146
Weighted Average Price to Book Ratio 3.067
Weighted Median ROE 20.45%
Weighted Median ROA 6.82%
Forecasted Dividend Yield 1.97%
Forecasted PE Ratio 17.15
Forecasted Price to Sales Ratio 2.076
Forecasted Price to Book Ratio 2.828
Number of Holdings 758
As of April 23, 2018

SCHX Growth Estimates

Forecasted 5 Yr Earnings Growth 12.21%
Forecasted Book Value Growth 4.90%
Forecasted Cash Flow Growth 3.81%
Forecasted Earnings Growth 9.50%
Forecasted Revenue Growth 3.74%
As of April 23, 2018

SCHX Comparables

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SCHX Attributes

Key Dates
Inception Date 11/3/2009
Termination Date
Last Annual Report Date 8/31/2017
Last Prospectus Date 12/29/2017
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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