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SCHG - ETF AI Analysis
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Schwab U.S. Large-Cap Growth ETF (SCHG)
Rating:75Outperform
Price Target:―
Positive Factors
Low Expense Ratio
The fund charges a very low fee, which helps investors keep more of their returns over time.
Exposure to Leading Growth Companies
The ETF’s largest positions are in many of the most established and influential U.S. growth companies, giving investors access to major market leaders.
Broad Sector Coverage Within Growth Stocks
While tilted toward technology and communication services, the fund still holds companies across several sectors, which helps spread risk within the growth style.
Negative Factors
Recent Weak Performance
The ETF has shown weak returns over the past month, three months, and year to date, which may concern investors looking for near-term strength.
High Concentration in a Few Mega-Cap Stocks
A small group of large technology and internet companies makes up a big share of the portfolio, increasing the impact if any of them struggle.
Heavy U.S. and Tech Focus
With almost all assets in U.S. stocks and a large tilt toward technology-related sectors, the fund is sensitive to downturns in the U.S. growth and tech markets.
SCHG vs. SPDR S&P 500 ETF (SPY)
AUM50.19B
RegionNorth America
Expense Ratio0.04%
Beta1.26
IssuerSchwab
Inception DateDec 11, 2009
Dividend Yield0.38%
Asset ClassEquity
Index TrackedDow Jones US Total Stock Market Large-Cap Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume19,069,978
30 Day Avg. Volume13,314,374
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
39.20Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering195
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SCHG Summary
SCHG is the Schwab U.S. Large-Cap Growth ETF, which follows the Dow Jones U.S. Total Stock Market Large-Cap Growth Index. It invests mainly in big, fast-growing U.S. companies, especially in technology and communication services. Well-known holdings include Apple, Microsoft, Nvidia, and Amazon. Someone might invest in SCHG to seek long-term growth by owning many leading companies in one simple, low-cost fund. However, because it is heavily tilted toward growth and tech-related stocks, its price can rise and fall more sharply than the overall stock market.
How much will it cost me?The Schwab U.S. Large-Cap Growth ETF (SCHG) has an expense ratio of 0.04%, meaning you’ll pay $0.40 per year for every $1,000 invested. This is lower than average because it is a passively managed fund, which typically has lower costs compared to actively managed funds.
What would affect this ETF?SCHG's heavy exposure to technology and consumer cyclical sectors positions it to benefit from innovation and economic growth, especially if advancements in AI, cloud computing, and e-commerce continue to drive demand. However, the ETF could face challenges if interest rates rise, as higher borrowing costs may pressure growth stocks, or if regulatory scrutiny increases for major tech companies. Its focus on U.S. large-cap firms means it is sensitive to domestic economic conditions and policy changes.
SCHG Top 10 Holdings
SCHG is very much a U.S. big-tech story, with heavyweight positions in Nvidia, Apple, Microsoft, and Tesla setting the tone. Lately, that tech engine has been sputtering a bit, as Apple, Microsoft, Meta, Tesla, and Broadcom have been lagging and acting as a drag on the fund. Offsetting some of that weakness, Alphabet has been a bright spot, with both share classes rising, and Eli Lilly quietly adding a steady boost from healthcare. Overall, the ETF is highly concentrated in U.S. growth and especially in mega-cap tech names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 11.52% | $5.77B | $4.44T | 32.69% | 76 Outperform | |
| Apple | 9.80% | $4.91B | $3.76T | 4.63% | 79 Outperform | |
| Microsoft | 7.57% | $3.79B | $2.98T | -2.03% | 79 Outperform | |
| Amazon | 4.92% | $2.46B | $2.13T | -11.25% | 71 Outperform | |
| Meta Platforms | 4.63% | $2.32B | $1.62T | -10.69% | 76 Outperform | |
| Alphabet Class A | 4.56% | $2.28B | $3.70T | 66.36% | 85 Outperform | |
| Tesla | 4.40% | $2.21B | $1.57T | 17.88% | 73 Outperform | |
| Broadcom | 4.11% | $2.06B | $1.54T | 42.29% | 76 Outperform | |
| Alphabet Class C | 3.65% | $1.83B | $3.70T | 64.70% | 82 Outperform | |
| Eli Lilly & Co | 3.15% | $1.58B | $981.09B | 20.86% | 72 Outperform |
SCHG Technical Analysis
Negative
―
Price Trends
32.25
Negative
32.29
Negative
30.72
Negative
Market Momentum
-0.49
Positive
34.34
Neutral
14.00
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCHG, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 31.56, equal to the 50-day MA of 32.25, and equal to the 200-day MA of 30.72, indicating a bearish trend. The MACD of -0.49 indicates Positive momentum. The RSI at 34.34 is Neutral, neither overbought nor oversold. The STOCH value of 14.00 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SCHG.
SCHG Peer Comparison
Comparison Results
Performance Comparison
SCHG
Schwab U.S. Large-Cap Growth ETF
30.53
1.73
6.01%
VUG
Vanguard Growth ETF
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―
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IWF
iShares Russell 1000 Growth ETF
―
―
―
IVW
iShares S&P 500 Growth ETF
―
―
―
SPYG
SPDR Portfolio S&P 500 Growth ETF
―
―
―
VONG
Vanguard Russell 1000 Growth ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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