SCHG - ETF AI Analysis
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Schwab U.S. Large-Cap Growth ETF (SCHG)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Growth Leaders in Top Holdings
Several of the largest positions, including major technology and internet companies, have shown strong recent performance, helping support the ETF’s returns.
Very Low Expense Ratio
The fund’s expense ratio is quite low, which means investors lose less of their returns to fees over time.
Broad Sector Spread Within Growth Stocks
While tilted toward technology, the ETF still holds companies across multiple sectors like communication services, consumer cyclical, health care, and financials, which helps reduce reliance on any single industry.
Negative Factors
Heavy Concentration in a Few Mega-Cap Stocks
A small group of large technology and internet companies makes up a big share of the portfolio, so the fund’s performance is highly sensitive to how those specific stocks do.
Several Key Holdings Are Currently Weak
Some major positions, including well-known technology and electric vehicle names, have been lagging recently, which can drag on overall fund performance.
Almost Entirely U.S.-Only Exposure
The ETF invests almost exclusively in U.S. companies, offering little geographic diversification if the U.S. market struggles.
SCHG vs. SPDR S&P 500 ETF (SPY)
AUM59.39B
RegionNorth America
Expense Ratio0.04%
Beta1.25
IssuerSchwab
Inception DateDec 11, 2009
Dividend Yield0.37%
Asset ClassEquity
Index TrackedDow Jones US Total Stock Market Large-Cap Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume17,080,570
30 Day Avg. Volume17,620,845
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
41.27Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering193
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SCHG Summary
The Schwab U.S. Large-Cap Growth ETF (SCHG) tracks the Dow Jones U.S. Total Stock Market Large-Cap Growth Index, focusing on big U.S. companies expected to grow faster than the overall market. It holds many well-known names, especially in technology and communication, including Apple, Microsoft, Nvidia, Amazon, and Alphabet (Google). Investors might consider SCHG if they want simple, low-cost access to a diversified basket of leading growth companies with long-term growth potential. A key risk is that it is heavily tilted toward tech and other growth stocks, so its price can swing more and may fall sharply when growth or tech stocks struggle.
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 riding a Big Tech wave, with Nvidia, Apple, and Amazon doing most of the heavy lifting as their shares keep climbing on AI and cloud optimism. Alphabet’s twin share classes add to that tech-heavy punch, making this fund heavily tilted toward U.S. growth giants in technology and communication services. Not everything is firing, though: Microsoft looks a bit mixed and Meta has been lagging, occasionally putting a lid on gains. Eli Lilly adds a health care twist, but this story is still very much a U.S. mega-cap tech show.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 11.78% | $6.66B | $5.21T | 64.01% | 76 Outperform | |
| Apple | 9.49% | $5.37B | $4.54T | 58.15% | 79 Outperform | |
| Microsoft | 6.76% | $3.83B | $3.11T | -7.02% | 79 Outperform | |
| Amazon | 5.80% | $3.28B | $2.86T | 32.50% | 71 Outperform | |
| Alphabet Class A | 5.00% | $2.83B | $4.62T | 127.32% | 85 Outperform | |
| Broadcom | 4.48% | $2.54B | $1.96T | 81.07% | 76 Outperform | |
| Tesla | 4.11% | $2.33B | $1.60T | 25.54% | 73 Outperform | |
| Alphabet Class C | 3.99% | $2.26B | $4.62T | 123.70% | 82 Outperform | |
| Meta Platforms | 3.36% | $1.90B | $1.55T | -2.68% | 76 Outperform | |
| Eli Lilly & Co | 2.75% | $1.56B | $1.00T | 49.22% | 72 Outperform |
SCHG Technical Analysis
Positive
―
Price Trends
31.78
Positive
31.66
Positive
31.76
Positive
Market Momentum
0.68
Positive
67.14
Neutral
58.55
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCHG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 33.76, equal to the 50-day MA of 31.78, and equal to the 200-day MA of 31.76, indicating a bullish trend. The MACD of 0.68 indicates Positive momentum. The RSI at 67.14 is Neutral, neither overbought nor oversold. The STOCH value of 58.55 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SCHG.
SCHG Peer Comparison
Comparison Results
Performance Comparison
SCHG
Schwab U.S. Large-Cap Growth ETF
34.37
6.88
25.03%
VUG
Vanguard Growth ETF
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―
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IWF
iShares Russell 1000 Growth ETF
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―
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IVW
iShares S&P 500 Growth ETF
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―
SPYG
SPDR Portfolio S&P 500 Growth ETF
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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.
DisclaimerThis 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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