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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)
AUM64.55B
RegionNorth America
Expense Ratio0.03%
Beta1.01
IssuerSchwab
Inception DateNov 03, 2009
Dividend Yield1.07%
Asset ClassEquity
Index TrackedDow Jones US Total Stock Market Large-Cap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume24,441,042
30 Day Avg. Volume20,575,929
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
32.89Price 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 very much a U.S. big-tech story, with giants like Nvidia, Apple, Microsoft, Amazon, and Alphabet steering the ship. Recently, Alphabet and Amazon have been the bright spots, giving the fund a lift as their AI and cloud narratives gain traction. On the other hand, Apple, Microsoft, and especially Tesla have been losing steam, acting as a bit of a brake on returns. With over a third of the fund in technology and all holdings U.S.-based, SCHX is broadly diversified but still leans heavily on America’s tech titans to do the heavy lifting.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.35% | $4.74B | $4.62T | 40.48% | 76 Outperform | |
| Apple | 6.48% | $4.18B | $4.04T | 14.06% | 79 Outperform | |
| Microsoft | 4.78% | $3.09B | $3.00T | -1.50% | 79 Outperform | |
| Amazon | 3.16% | $2.04B | $2.19T | -11.41% | 71 Outperform | |
| Alphabet Class A | 2.88% | $1.86B | $3.76T | 67.06% | 85 Outperform | |
| Broadcom | 2.58% | $1.66B | $1.63T | 45.36% | 76 Outperform | |
| Meta Platforms | 2.32% | $1.50B | $1.69T | -8.22% | 76 Outperform | |
| Alphabet Class C | 2.30% | $1.49B | $3.76T | 65.71% | 82 Outperform | |
| Tesla | 1.92% | $1.24B | $1.61T | 20.32% | 73 Outperform | |
| Berkshire Hathaway B | 1.46% | $942.03M | $1.08T | 4.06% | 66 Neutral |
SCHX Technical Analysis
Positive
―
Price Trends
27.11
Positive
26.78
Positive
25.50
Positive
Market Momentum
0.03
Positive
52.34
Neutral
78.67
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCHX, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 27.23, equal to the 50-day MA of 27.11, and equal to the 200-day MA of 25.50, indicating a bullish trend. The MACD of 0.03 indicates Positive momentum. The RSI at 52.34 is Neutral, neither overbought nor oversold. The STOCH value of 78.67 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SCHX.
SCHX Peer Comparison
Comparison Results
Performance Comparison
SCHX
Schwab U.S. Large-Cap ETF
27.29
3.37
14.09%
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
―
―
―
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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