SCHX - ETF AI Analysis
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Schwab U.S. Large-Cap ETF (SCHX)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum in its large-cap holdings.
Low Expense Ratio
The fund charges very low annual fees, which helps investors keep more of their returns over time.
Broad Sector Diversification
Holdings are spread across many sectors, with meaningful exposure to technology, financials, communication services, consumer areas, and more, helping reduce reliance on any single industry.
Negative Factors
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very limited diversification across other countries.
Top-Heavy in a Few Mega-Cap Stocks
A small group of very large companies makes up a significant portion of the portfolio, increasing the impact if any of these stocks stumble.
Mixed Performance Among Largest Holdings
While some major positions like Nvidia, Amazon, Alphabet, and Broadcom have been strong, others such as Apple, Microsoft, Tesla, and Berkshire Hathaway have recently lagged, creating uneven contributions to returns.
SCHX vs. SPDR S&P 500 ETF (SPY)
AUM68.18B
RegionNorth America
Expense Ratio0.03%
Beta1.01
IssuerSchwab
Inception DateNov 03, 2009
Dividend Yield1.05%
Asset ClassEquity
Index TrackedDow Jones US Total Stock Market Large-Cap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume14,301,856
30 Day Avg. Volume22,722,297
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
33.46Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering747
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SCHX Summary
SCHX is the Schwab U.S. Large-Cap ETF, which follows the Dow Jones U.S. Total Stock Market Large-Cap Index. It invests in many of the biggest U.S. companies across different industries, with a strong tilt toward technology, finance, and communication services. Well-known holdings include Apple and Microsoft, along with other major names like Nvidia and Amazon. Someone might invest in SCHX to get broad, long-term growth potential from leading U.S. companies in a single, diversified fund. A key risk is that it can rise or fall with the overall stock market and is especially influenced by large tech stocks.
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 a powerful Big Tech and AI wave, with Nvidia, Broadcom, Amazon, and Alphabet doing much of the heavy lifting as their shares keep climbing on AI, cloud, and digital advertising momentum. Apple has regained some spark recently, but its year-to-date track record is still a bit mixed, while Microsoft looks steady near term after a softer stretch. Tesla is losing steam and Berkshire Hathaway has been lagging, acting as mild brakes on performance. Overall, this is a U.S.-only fund with a clear tilt toward large-cap technology and communication giants.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.82% | $5.30B | $5.06T | 99.22% | 76 Outperform | |
| Apple | 6.15% | $4.17B | $3.98T | 27.35% | 79 Outperform | |
| Microsoft | 4.87% | $3.30B | $3.15T | 8.60% | 79 Outperform | |
| Amazon | 3.99% | $2.70B | $2.84T | 39.12% | 71 Outperform | |
| Broadcom | 3.10% | $2.10B | $2.00T | 117.28% | 76 Outperform | |
| Alphabet Class A | 3.10% | $2.10B | $4.15T | 118.13% | 85 Outperform | |
| Alphabet Class C | 2.47% | $1.68B | $4.15T | 114.58% | 82 Outperform | |
| Meta Platforms | 2.28% | $1.55B | $1.71T | 23.44% | 76 Outperform | |
| Tesla | 1.64% | $1.11B | $1.41T | 32.46% | 73 Outperform | |
| Berkshire Hathaway B | 1.33% | $902.00M | $1.01T | -10.95% | 66 Neutral |
SCHX Technical Analysis
Positive
―
Price Trends
26.81
Positive
26.93
Positive
26.40
Positive
Market Momentum
0.49
Negative
68.53
Neutral
81.20
Negative
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 27.64, equal to the 50-day MA of 26.81, and equal to the 200-day MA of 26.40, indicating a bullish trend. The MACD of 0.49 indicates Negative momentum. The RSI at 68.53 is Neutral, neither overbought nor oversold. The STOCH value of 81.20 is Negative, 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
28.28
6.35
28.96%
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.
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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