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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
Strong Top Holdings
Several of the largest positions, such as JPMorgan Chase and Oracle, have delivered strong year-to-date performance, supporting the fund’s overall returns.
Low Expense Ratio
The ETF charges a very low expense ratio, making it a cost-effective choice for investors.
Sector Diversification
The fund is spread across multiple sectors, including Financials, Technology, and Health Care, reducing the risk of overexposure to any single industry.
Negative Factors
High U.S. Concentration
With over 99% of its assets invested in U.S. companies, the ETF lacks significant global diversification.
Underperforming Holdings
Some top holdings, such as Procter & Gamble and Home Depot, have shown weak or negative year-to-date performance, which may drag on overall returns.
Financial Sector Overweight
The fund has a heavy allocation to Financials, which could make it vulnerable to sector-specific risks.
SCHV vs. SPDR S&P 500 ETF (SPY)
AUM14.59B
RegionNorth America
Expense Ratio0.04%
Beta0.71
IssuerSchwab
Inception DateDec 11, 2009
Dividend Yield1.97%
Asset ClassEquity
Index TrackedDow Jones US Total Stock Market Large-Cap Value
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,720,527
30 Day Avg. Volume3,365,805
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
33.34Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering556
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SCHV Summary
The Schwab U.S. Large-Cap Value ETF (SCHV) is an investment fund that focuses on large U.S. companies considered undervalued compared to their true worth. It tracks the Dow Jones U.S. Large-Cap Value Index and includes well-known companies like Berkshire Hathaway and JPMorgan Chase. This ETF is ideal for investors seeking stable growth and diversification, as it offers exposure to financially strong businesses across various industries, such as finance, healthcare, and technology. However, new investors should know that the ETF’s performance can fluctuate with the overall stock market, especially during economic downturns.
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
The Schwab U.S. Large-Cap Value ETF (SCHV) leans heavily into financials, with names like JPMorgan Chase driving performance thanks to strong earnings and bullish momentum. Tech exposure, including Cisco Systems, adds a spark with its focus on AI and shareholder returns. However, consumer staples like Procter & Gamble are lagging, weighed down by market share challenges and restructuring efforts. Industrials, such as Home Depot, show mixed results, struggling with bearish trends. Overall, the fund’s U.S.-centric portfolio balances resilience in value stocks with sector-specific headwinds.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Berkshire Hathaway B | 3.27% | $473.52M | $1.08T | 12.90% | 66 Neutral | |
| JPMorgan Chase | 3.20% | $463.32M | $896.14B | 37.49% | 72 Outperform | |
| Johnson & Johnson | 1.80% | $260.20M | $495.71B | 44.83% | 78 Outperform | |
| Exxon Mobil | 1.80% | $260.09M | $525.50B | 15.36% | 74 Outperform | |
| Walmart | 1.78% | $257.27M | $901.19B | 21.58% | 78 Outperform | |
| AbbVie | 1.48% | $214.73M | $396.12B | 27.95% | 66 Neutral | |
| Micron | 1.37% | $198.38M | $388.40B | 229.19% | 79 Outperform | |
| Bank of America | 1.35% | $194.56M | $410.25B | 24.54% | 72 Outperform | |
| Home Depot | 1.25% | $180.85M | $357.95B | -7.78% | 66 Neutral | |
| Oracle | 1.17% | $168.82M | $570.37B | 22.75% | 66 Neutral |
SCHV Technical Analysis
Positive
―
Price Trends
29.28
Positive
28.98
Positive
27.74
Positive
Market Momentum
0.27
Negative
63.81
Neutral
78.65
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCHV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 29.84, equal to the 50-day MA of 29.28, and equal to the 200-day MA of 27.74, indicating a bullish trend. The MACD of 0.27 indicates Negative momentum. The RSI at 63.81 is Neutral, neither overbought nor oversold. The STOCH value of 78.65 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SCHV.
SCHV Peer Comparison
Comparison Results
Performance Comparison
SCHV
Schwab U.S. Large-Cap Value ETF
30.37
4.97
19.57%
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
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―
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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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