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SCHV - ETF AI Analysis
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Schwab U.S. Large-Cap Value ETF (SCHV)
Rating:72Outperform
Price Target:―
Positive Factors
Low Expense Ratio
The fund charges a very low fee, which helps investors keep more of their returns over time.
Broad Sector Diversification
Holdings are spread across many sectors, including financials, technology, industrials, health care, and consumer stocks, which helps reduce the impact of weakness in any single area.
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating recent positive momentum.
Negative Factors
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very limited international diversification.
Mixed Performance Among Top Holdings
Several of the largest positions, especially in financial and health care names, have been weak this year, which can drag on overall returns.
Meaningful Exposure to Financials
With a large allocation to financial stocks, the fund may be more sensitive to changes in interest rates and the health of the banking sector.
SCHV vs. SPDR S&P 500 ETF (SPY)
AUM15.28B
RegionNorth America
Expense Ratio0.04%
Beta0.72
IssuerSchwab
Inception DateDec 11, 2009
Dividend Yield1.93%
Asset ClassEquity
Index TrackedDow Jones US Total Stock Market Large-Cap Value
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,698,789
30 Day Avg. Volume3,886,932
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
35.70Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering554
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SCHV Summary
SCHV is the Schwab U.S. Large-Cap Value ETF, which follows the Dow Jones U.S. Large-Cap Value Index. It invests mainly in big, established U.S. companies that appear undervalued based on their current stock price. The fund holds well-known names like Berkshire Hathaway and JPMorgan Chase, along with other large financial, healthcare, and consumer companies. Someone might invest in SCHV to seek long-term growth and dividends from a broad mix of solid, mature businesses at reasonable prices. A key risk is that value stocks can stay out of favor for long periods and the share price can still go up and down with the overall market.
How much will it cost me?The Schwab U.S. Large-Cap Value ETF (SCHV) 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’s a passively managed fund that tracks an index, which typically costs less than actively managed funds.
What would affect this ETF?SCHV's focus on large-cap value stocks, including top holdings like Berkshire Hathaway and JPMorgan Chase, positions it to benefit from stable economic growth, strong corporate earnings, and potential interest rate cuts that could boost financial and consumer sectors. However, rising interest rates or economic slowdowns could negatively impact its financial and industrial sector exposure, while regulatory changes in healthcare or energy could create additional risks. Its U.S.-centric focus makes it sensitive to domestic economic conditions and policy shifts.
SCHV Top 10 Holdings
SCHV leans into classic U.S. value names, with financials, industrials, and a dash of old-school energy doing much of the heavy lifting. Exxon Mobil, Johnson & Johnson, and Caterpillar are powering the fund higher, acting like the engine room of recent returns, while Micron adds a surprising tech twist with its strong run in AI-related chips. On the softer side, Berkshire Hathaway and AbbVie have been more mixed, occasionally tapping the brakes. Overall, this is a U.S.-only portfolio built around mature, steady franchises rather than flashy growth stories.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Berkshire Hathaway B | 3.17% | $484.12M | $1.08T | 0.68% | 66 Neutral | |
| JPMorgan Chase | 2.76% | $421.61M | $780.74B | 19.48% | 72 Outperform | |
| Exxon Mobil | 2.20% | $335.44M | $630.06B | 38.70% | 74 Outperform | |
| Johnson & Johnson | 2.00% | $304.60M | $579.34B | 44.22% | 78 Outperform | |
| Walmart | 1.87% | $285.28M | $986.71B | 34.98% | 78 Outperform | |
| Micron | 1.54% | $235.13M | $416.78B | 298.34% | 79 Outperform | |
| AbbVie | 1.42% | $216.66M | $406.87B | 7.38% | 66 Neutral | |
| Home Depot | 1.25% | $189.94M | $356.31B | -5.01% | 66 Neutral | |
| Procter & Gamble | 1.24% | $189.84M | $357.04B | -12.68% | 69 Neutral | |
| Chevron | 1.24% | $189.63M | $379.00B | 21.49% | 71 Outperform |
SCHV Technical Analysis
Negative
―
Price Trends
31.18
Negative
30.11
Positive
28.94
Positive
Market Momentum
0.11
Positive
38.28
Neutral
29.95
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCHV, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 32.00, equal to the 50-day MA of 31.18, and equal to the 200-day MA of 28.94, indicating a neutral trend. The MACD of 0.11 indicates Positive momentum. The RSI at 38.28 is Neutral, neither overbought nor oversold. The STOCH value of 29.95 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SCHV.
SCHV Peer Comparison
Comparison Results
Performance Comparison
SCHV
Schwab U.S. Large-Cap Value ETF
31.09
5.10
19.62%
VTV
Vanguard Value ETF
―
―
―
IWD
iShares Russell 1000 Value ETF
―
―
―
IVE
iShares S&P 500 Value ETF
―
―
―
SPYV
SPDR Portfolio S&P 500 Value ETF
―
―
―
VONV
Vanguard Russell 1000 Value ETF
―
―
―
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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