SCHG - ETF AI Analysis
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Schwab U.S. Large-Cap Growth ETF (SCHG)
SCHG, the Schwab U.S. Large-Cap Growth ETF, earns a solid overall rating largely because its biggest positions in leaders like Apple, Microsoft, and Alphabet combine strong financial performance with promising long-term growth in areas such as cloud computing, AI, and digital services. Some holdings like Amazon, Tesla, and Eli Lilly introduce risks through high valuations, cash flow or leverage concerns, and mixed technical signals, and the fund is heavily tilted toward a small group of large tech and growth companies, which increases sector concentration risk.
SCHG vs. SPDR S&P 500 ETF (SPY)
- AUM
- 61.72B
- Region
- North America
- Expense Ratio
- 0.04%
- Beta
- 1.26
- Issuer
- Schwab
- Inception Date
- Dec 11, 2009
- Dividend Yield
- 0.40%
- Asset Class
- Equity
- Index Tracked
- Dow Jones US Total Stock Market Large-Cap Growth
SCHG Summary
SCHG is the Schwab U.S. Large-Cap Growth ETF, which follows the Dow Jones U.S. Total Stock Market Large-Cap Growth index. It invests in big, fast-growing U.S. companies, especially in technology, communication, and consumer sectors. Well-known holdings include Apple, Microsoft, Nvidia, Amazon, and Alphabet (Google). Investors might consider SCHG if they want simple, low-cost access to many leading growth companies in one fund, aiming for long-term growth. A key risk is that it is heavily tilted toward tech and other growth stocks, so its price can rise and fall sharply with changes in the stock market and investor sentiment toward growth companies.
How much will it cost me?
SCHG has an expense ratio of 0.04%, which means you’ll pay about $0.40 per year for every $1,000 invested. This cost is lower than the average ETF because SCHG is a passively managed fund that tracks a large-cap growth index, keeping fees down.
What would affect this ETF?
SCHG is heavily invested in large U.S. technology and internet companies like Nvidia, Apple, Microsoft, Amazon, and Alphabet, so continued innovation, strong earnings, and a healthy U.S. economy could boost its future performance. On the other hand, rising interest rates, tighter regulations on big tech, economic slowdowns, or a shift away from growth stocks toward more defensive sectors could hurt returns, especially given its concentrated exposure to a few major tech names.
SCHG Top 10 Holdings
SCHG is essentially riding the Big Tech and AI wave, with Nvidia, Apple, and Microsoft sitting in the driver’s seat. Apple and Microsoft have been steadily climbing, while Nvidia’s recent wobble suggests some momentum is cooling even as its AI story stays intact. On the flip side, Alphabet’s twin share classes and Broadcom have been lagging, acting as a bit of a brake on returns. Tesla and Eli Lilly add a splash of electric vehicles and healthcare strength, but this is still a U.S.-heavy, tech-dominated fund where a handful of giants call the shots.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 11.63% | $7.18B | $4.84T | 29.43% | 79Outperform |
 NVDA | Nvidia | 12.01% | $7.41B | $4.98T | 0.72% | 76Outperform |
 MSFT | Microsoft | 9.29% | $5.73B | $3.87T | 8.06% | 79Outperform |
 AMZN | Amazon | 5.91% | $3.64B | $2.71T | 6.70% | 71Outperform |
 AVGO | Broadcom | 4.15% | $2.56B | $1.59T | -7.52% | 76Outperform |
 GOOGL | Alphabet Class A | 3.95% | $2.43B | $3.41T | 4.10% | 85Outperform |
 META | Meta Platforms | 3.82% | $2.35B | $1.59T | 0.43% | 76Outperform |
 GOOG | Alphabet Class C | 3.17% | $1.96B | $3.41T | 3.32% | 82Outperform |
 TSLA | Tesla | 3.13% | $1.93B | $1.58T | -13.30% | 73Outperform |
 LLY | Eli Lilly & Co | 3.14% | $1.94B | $1.33T | 56.36% | 72Outperform |
SCHG Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCHG, the sentiment is Negative. The current price of 34.72 is below the 20-day moving average (MA) of 35.44, below the 50-day MA of 35.61, and above the 200-day MA of 33.42, indicating a neutral trend. The MACD of -0.37 indicates Positive momentum. The RSI at 43.19 is Neutral, neither overbought nor oversold. The STOCH value of 22.27 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SCHG.
SCHG Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| SCHG | $34.72 | $39.00(12.33% Upside) | $61.72B | 0.04% | 75Outperform |
 VUG | $86.14 | $122.15(41.81% Upside) | $220.28B | 0.03% | 75Outperform |
 IWF | $117.90 | $170.01(44.19% Upside) | $120.09B | 0.18% | 75Outperform |
 IVW | $136.25 | $190.48(39.80% Upside) | $74.43B | 0.18% | 75Outperform |
 SPYG | $117.97 | $166.39(41.04% Upside) | $54.06B | 0.04% | 76Outperform |
 VONG | $121.41 | $181.38(49.39% Upside) | $45.05B | 0.06% | 75Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SCHG | Schwab U.S. Large-Cap Growth ETF | 34.72 | 2.50 | 7.75% | |
| VUG | Vanguard Growth ETF | 86.14 | 5.73 | 7.13% | |
| IWF | iShares Russell 1000 Growth ETF | 117.90 | 0.48 | 0.40% | |
| IVW | iShares S&P 500 Growth ETF | 136.25 | 15.17 | 12.53% | |
| SPYG | SPDR Portfolio S&P 500 Growth ETF | 117.97 | 13.30 | 12.70% | |
| VONG | Vanguard Russell 1000 Growth ETF | 121.41 | 0.67 | 0.55% |
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.