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SCHG - AI Analysis
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Schwab U.S. Large-Cap Growth ETF (SCHG)
Rating:77Outperform
Price Target:
$37.00
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, such as Nvidia, Microsoft, and Broadcom, have delivered strong year-to-date performance, driving overall returns.
Low Expense Ratio
The ETF charges a very low expense ratio compared to industry averages, making it cost-effective for investors.
Technology Sector Strength
With nearly half of the portfolio in technology, the ETF benefits from exposure to a sector that has shown strong growth this year.
Negative Factors
High Concentration in Top Holdings
The top three holdings—Nvidia, Microsoft, and Apple—make up a significant portion of the portfolio, increasing risk if these companies underperform.
Limited Geographic Diversification
The ETF is heavily focused on U.S. companies, with minimal exposure to international markets, which could limit protection against global market shifts.
Underperformance in Key Holdings
Some major holdings, like Apple and Amazon, have shown weaker year-to-date performance compared to others in the portfolio.
SCHG vs. SPDR S&P 500 ETF (SPY)
AUM53.94B
RegionNorth America
Expense Ratio0.04%
Beta1.24
IssuerSchwab
Inception DateDec 11, 2009
Dividend Yield0.35%
Asset ClassEquity
Index TrackedDow Jones US Total Stock Market Large-Cap Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume8,469,707
30 Day Avg. Volume10,416,846
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
37.84Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering195
SCHG Summary
The Schwab U.S. Large-Cap Growth ETF (SCHG) is an investment fund that focuses on large U.S. companies with strong growth potential. It tracks the Dow Jones US Total Stock Market Large-Cap Growth Index and includes well-known companies like Microsoft and Nvidia. With nearly half of its investments in technology, it also covers sectors like healthcare and consumer goods. This ETF is a good option for investors looking to grow their money by investing in established companies with high growth prospects. However, since it is heavily focused on growth stocks, its value can fluctuate significantly with market conditions.
How much will it cost me?The Schwab U.S. Large-Cap Growth ETF (SCHG) has an expense ratio of 0.04%, meaning you’ll pay $0.40 per year for every $1,000 invested. This is lower than average because it is a passively managed fund, which typically has lower costs compared to actively managed funds.
What would affect this ETF?SCHG's heavy exposure to technology and consumer cyclical sectors positions it to benefit from innovation and economic growth, especially if advancements in AI, cloud computing, and e-commerce continue to drive demand. However, the ETF could face challenges if interest rates rise, as higher borrowing costs may pressure growth stocks, or if regulatory scrutiny increases for major tech companies. Its focus on U.S. large-cap firms means it is sensitive to domestic economic conditions and policy changes.
SCHG Top 10 Holdings
The Schwab U.S. Large-Cap Growth ETF (SCHG) leans heavily into technology, with nearly half of its portfolio in the sector, making it a bet on innovation and AI-driven growth. Nvidia and Microsoft are powering the fund’s performance, riding strong demand for AI infrastructure and cloud services. Apple and Broadcom are steady contributors, though Apple’s slower year-to-date gains suggest it’s losing some steam. Amazon and Meta, however, are holding the fund back, with mixed results and valuation concerns. Overall, SCHG’s U.S.-focused portfolio is concentrated in tech titans, leaving it vulnerable to sector-specific swings.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 12.07% | $6.51B | $4.92T | 49.55% | 85 Outperform | |
| Apple | 9.82% | $5.29B | $4.01T | 21.29% | 80 Outperform | |
| Microsoft | 9.53% | $5.13B | $3.85T | 26.18% | 82 Outperform | |
| Broadcom | 5.88% | $3.17B | $1.75T | 118.82% | 76 Outperform | |
| Amazon | 5.27% | $2.84B | $2.60T | 23.39% | 76 Outperform | |
| Tesla | 4.10% | $2.21B | $1.52T | 83.37% | 73 Outperform | |
| Alphabet Class A | 3.99% | $2.15B | $3.40T | 64.16% | 80 Outperform | |
| Meta Platforms | 3.53% | $1.90B | $1.63T | 14.32% | 71 Outperform | |
| Alphabet Class C | 3.21% | $1.73B | $3.40T | 63.23% | 80 Outperform | |
| Eli Lilly & Co | 2.23% | $1.20B | $815.73B | 5.36% | 76 Outperform |
SCHG Technical Analysis
Positive
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Price Trends
31.76
Positive
30.62
Positive
28.59
Positive
Market Momentum
0.46
Negative
63.83
Neutral
83.77
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCHG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 32.45, equal to the 50-day MA of 31.76, and equal to the 200-day MA of 28.59, indicating a bullish trend. The MACD of 0.46 indicates Negative momentum. The RSI at 63.83 is Neutral, neither overbought nor oversold. The STOCH value of 83.77 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SCHG.
SCHG Peer Comparison
Comparison Results
Performance Comparison
SCHG
Schwab U.S. Large-Cap Growth ETF
33.38
7.44
28.68%
VUG
Vanguard Growth ETF
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IWF
iShares Russell 1000 Growth ETF
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IVW
iShares S&P 500 Growth ETF
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SPYG
SPDR Portfolio S&P 500 Growth ETF
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VONG
Vanguard Russell 1000 Growth 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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