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SCHX - ETF AI Analysis
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Schwab U.S. Large-Cap ETF (SCHX)
Rating:74Outperform
Price Target:―
Positive Factors
Very Low Expense Ratio
The fund charges a very low fee, which helps investors keep more of their returns over time.
Broad Large-Cap Diversification
Holdings are spread across many large U.S. companies and multiple sectors, which helps reduce the impact of any single stock or industry.
Significant Fund Size
The ETF manages a large pool of assets, which can support liquidity and make it easier for investors to trade in and out.
Negative Factors
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very limited international diversification.
Tech-Sector Tilt
A large portion of the portfolio is in technology stocks, which can increase sensitivity to swings in that sector.
Weak Recent Performance
The ETF has shown slightly negative results so far this year and over the past month, reflecting recent market softness in several major holdings.
SCHX vs. SPDR S&P 500 ETF (SPY)
AUM64.22B
RegionNorth America
Expense Ratio0.03%
Beta1.01
IssuerSchwab
Inception DateNov 03, 2009
Dividend Yield1.09%
Asset ClassEquity
Index TrackedDow Jones US Total Stock Market Large-Cap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume26,257,636
30 Day Avg. Volume20,759,389
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
33.13Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering748
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SCHX Summary
The Schwab U.S. Large-Cap ETF (SCHX) tracks the Dow Jones U.S. Total Stock Market Large-Cap Index, giving you broad exposure to many of the biggest companies in America. It holds well-known names like Apple and Microsoft, along with leaders from many sectors such as technology, finance, and health care. Someone might invest in SCHX to seek long-term growth and easy diversification in a single fund, instead of picking individual stocks. A key risk is that it is heavily tilted toward large U.S. tech companies, so its value can rise and fall sharply with the overall stock market and tech sector.
How much will it cost me?The Schwab U.S. Large-Cap ETF (SCHX) has an expense ratio of 0.03%, meaning you’ll pay $0.30 per year for every $1,000 invested. This is much lower than average because SCHX is passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?The Schwab U.S. Large-Cap ETF (SCHX) could benefit from growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Nvidia, Microsoft, and Apple. However, it may face challenges if interest rates rise, potentially impacting the financial sector, or if economic conditions weaken, which could affect consumer spending and cyclical industries. Regulatory changes or geopolitical tensions could also influence the performance of its key holdings and sectors.
SCHX Top 10 Holdings
SCHX is riding the big-tech and AI wave, with Nvidia and Apple doing much of the heavy lifting as they continue to climb on enthusiasm around chips and services. Alphabet and Meta are also adding some spark, with generally rising trends helped by their AI and cloud bets. On the flip side, Microsoft and Amazon have been losing a bit of steam lately, acting as mild brakes rather than engines. Overall, this is a U.S.-only fund with a clear tilt toward mega-cap technology, even as Berkshire Hathaway provides a steadier, old-economy anchor.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.16% | $4.59B | $4.46T | 65.81% | 76 Outperform | |
| Apple | 6.24% | $4.00B | $3.82T | 10.61% | 79 Outperform | |
| Microsoft | 4.84% | $3.11B | $3.05T | 3.47% | 79 Outperform | |
| Amazon | 3.39% | $2.18B | $2.35T | 9.09% | 71 Outperform | |
| Alphabet Class A | 2.84% | $1.82B | $3.64T | 74.57% | 85 Outperform | |
| Broadcom | 2.41% | $1.55B | $1.58T | 85.44% | 76 Outperform | |
| Meta Platforms | 2.34% | $1.50B | $1.67T | 5.20% | 76 Outperform | |
| Alphabet Class C | 2.27% | $1.46B | $3.64T | 72.73% | 82 Outperform | |
| Tesla | 1.84% | $1.18B | $1.52T | 53.94% | 73 Outperform | |
| Berkshire Hathaway B | 1.44% | $923.30M | $1.08T | 0.51% | 66 Neutral |
SCHX Technical Analysis
Negative
―
Price Trends
27.16
Negative
26.88
Negative
25.85
Positive
Market Momentum
-0.05
Positive
45.33
Neutral
54.22
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCHX, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 27.06, equal to the 50-day MA of 27.16, and equal to the 200-day MA of 25.85, indicating a neutral trend. The MACD of -0.05 indicates Positive momentum. The RSI at 45.33 is Neutral, neither overbought nor oversold. The STOCH value of 54.22 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SCHX.
SCHX Peer Comparison
Comparison Results
Performance Comparison
SCHX
Schwab U.S. Large-Cap ETF
26.88
4.40
19.57%
VOO
Vanguard S&P 500 ETF
―
―
―
IVV
iShares Core S&P 500 ETF
―
―
―
SPY
SPDR S&P 500 ETF Trust
―
―
―
QQQ
Invesco QQQ Trust
―
―
―
SPYM
State Street SPDR Portfolio S&P 500 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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