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SCHX - ETF AI Analysis
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Schwab U.S. Large-Cap ETF (SCHX)
Rating:75Outperform
Price Target:
$30.00
Positive Factors
Strong Top Holdings
Several of the largest positions, including Nvidia, Broadcom, and Alphabet, have delivered strong year-to-date performance, boosting the ETF’s returns.
Low Expense Ratio
The ETF has an exceptionally low expense ratio, making it a cost-effective choice for investors.
Broad Sector Exposure
The ETF is diversified across multiple sectors, including technology, financials, and health care, reducing the risk of sector-specific downturns.
Negative Factors
High Technology Concentration
Over 35% of the portfolio is allocated to the technology sector, increasing sensitivity to tech market volatility.
Limited Geographic Diversification
The ETF is heavily focused on U.S. companies, with minimal exposure to international markets.
Underperforming Holdings
Some top holdings, such as Amazon and Apple, have shown weaker year-to-date performance compared to others in the portfolio.
SCHX vs. SPDR S&P 500 ETF (SPY)
AUM61.49B
RegionNorth America
Expense Ratio0.03%
Beta1.01
IssuerSchwab
Inception DateNov 03, 2009
Dividend Yield1.1%
Asset ClassEquity
Index TrackedDow Jones US Total Stock Market Large-Cap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume17,622,171
30 Day Avg. Volume13,861,613
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
30.43Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering754
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SCHX Summary
The Schwab U.S. Large-Cap ETF (SCHX) is an investment fund that tracks the Dow Jones US Total Stock Market Large-Cap Index, giving you exposure to some of the biggest and most established companies in the U.S. market. It includes well-known names like Microsoft and Apple, along with other industry leaders across sectors like technology, finance, and healthcare. This ETF is a great option for investors looking for long-term growth and diversification, as it spreads your investment across many large companies. However, since it focuses heavily on tech stocks, its performance can be affected by changes in the technology 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
The Schwab U.S. Large-Cap ETF (SCHX) leans heavily on the technology sector, with giants like Nvidia and Microsoft leading the charge. Nvidia’s dominance in AI infrastructure and Microsoft’s cloud growth have been key drivers of the fund’s performance, while Apple has shown steady gains despite some valuation concerns. However, Amazon and Meta have been lagging recently, with mixed results and challenges in their respective businesses. With its U.S.-focused portfolio and a tech-heavy tilt, SCHX offers exposure to innovation but may face headwinds if Big Tech stumbles.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.52% | $4.62B | $4.57T | 27.45% | 85 Outperform | |
| Apple | 6.56% | $4.03B | $3.97T | 18.29% | 80 Outperform | |
| Microsoft | 6.05% | $3.72B | $3.69T | 17.58% | 82 Outperform | |
| Amazon | 3.86% | $2.38B | $2.61T | 17.40% | 76 Outperform | |
| Broadcom | 2.74% | $1.68B | $1.65T | 90.28% | 76 Outperform | |
| Alphabet Class A | 2.71% | $1.67B | $3.37T | 56.34% | 80 Outperform | |
| Meta Platforms | 2.20% | $1.35B | $1.57T | 5.49% | 71 Outperform | |
| Alphabet Class C | 2.18% | $1.34B | $3.37T | 55.51% | 86 Outperform | |
| Tesla | 2.05% | $1.26B | $1.43T | 33.72% | 73 Outperform | |
| Berkshire Hathaway B | 1.48% | $910.64M | $1.08T | 7.69% | 66 Neutral |
SCHX Technical Analysis
Neutral
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Price Trends
26.31
Positive
25.57
Positive
24.09
Positive
Market Momentum
0.13
Positive
48.66
Neutral
21.69
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCHX, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 26.65, equal to the 50-day MA of 26.31, and equal to the 200-day MA of 24.09, indicating a neutral trend. The MACD of 0.13 indicates Positive momentum. The RSI at 48.66 is Neutral, neither overbought nor oversold. The STOCH value of 21.69 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SCHX.
SCHX Peer Comparison
Comparison Results
Performance Comparison
SCHX
Schwab U.S. Large-Cap ETF
26.53
3.16
13.52%
VOO
Vanguard S&P 500 ETF
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IVV
iShares Core S&P 500 ETF
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SPY
SPDR S&P 500 ETF Trust
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QQQ
Invesco QQQ Trust
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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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