SCHG - ETF AI Analysis
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Schwab U.S. Large-Cap Growth ETF (SCHG)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains over the year to date and in recent months, showing positive momentum for investors.
Leading Growth Companies at the Top
Several of the largest holdings, including major technology and consumer names, have shown strong performance, helping drive the fund’s returns.
Very Low Expense Ratio
The fund charges a low fee, which means more of the ETF’s returns stay in investors’ pockets over time.
Negative Factors
Heavy Concentration in a Few Stocks
A small number of large technology-related holdings make up a big share of the portfolio, increasing the impact if any of them stumble.
Sector Concentration in Technology
Nearly half of the fund is invested in the technology sector, which can make the ETF more sensitive to swings in tech stocks.
Limited International Diversification
The ETF is almost entirely invested in U.S. companies, offering little exposure to opportunities or diversification in other regions.
SCHG vs. SPDR S&P 500 ETF (SPY)
AUM65.79B
RegionNorth America
Expense Ratio0.04%
Beta1.24
IssuerSchwab
Inception DateDec 11, 2009
Dividend Yield0.37%
Asset ClassEquity
Index TrackedDow Jones US Total Stock Market Large-Cap Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume7,183,425
30 Day Avg. Volume7,151,984
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
43.47Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering193
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SCHG Summary
Schwab U.S. Large-Cap Growth ETF (SCHG) is a fund that follows the Dow Jones U.S. Total Stock Market Large-Cap Growth Index, focusing on big U.S. companies expected to grow faster than the overall market. It holds many well-known names like Apple and Nvidia, along with other major tech, healthcare, and consumer brands. Someone might invest in SCHG to seek long-term growth and to get instant diversification across many leading growth companies in one simple investment. A key risk is that it’s heavily tilted toward technology and growth stocks, so its price can rise and fall more sharply than the broader market.
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
SCHG is riding a powerful Big Tech and AI wave, with Nvidia and Microsoft doing much of the heavy lifting as their cloud and AI stories keep attracting buyers. Amazon and Alphabet are more of a mixed bag, with solid business momentum but choppier recent trading that sometimes taps the brakes on the fund. Apple looks like it’s losing a bit of steam in the short term, while Meta has been lagging and quietly weighing on returns. Overall, this is a U.S.-only, tech-heavy growth bet with a clear tilt toward a handful of mega-cap names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 10.55% | $6.54B | $5.15T | 24.46% | 76 Outperform | |
| Apple | 9.94% | $6.16B | $4.85T | 41.67% | 79 Outperform | |
| Microsoft | 7.41% | $4.60B | $3.64T | -3.90% | 79 Outperform | |
| Amazon | 4.90% | $3.04B | $2.65T | 8.63% | 71 Outperform | |
| Alphabet Class A | 4.09% | $2.54B | $4.17T | 37.81% | 85 Outperform | |
| Broadcom | 3.28% | $2.03B | $1.62T | 0.56% | 76 Outperform | |
| Alphabet Class C | 3.26% | $2.02B | $4.17T | 34.65% | 82 Outperform | |
| Meta Platforms | 3.01% | $1.87B | $1.72T | -12.55% | 76 Outperform | |
| Eli Lilly & Co | 2.94% | $1.82B | $1.07T | 51.05% | 72 Outperform | |
| Advanced Micro Devices | 2.63% | $1.63B | $836.64B | 245.17% | 73 Outperform |
SCHG Technical Analysis
Positive
―
Price Trends
34.98
Positive
34.43
Positive
32.93
Positive
Market Momentum
0.04
Positive
53.66
Neutral
56.37
Neutral
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 35.34, equal to the 50-day MA of 34.98, and equal to the 200-day MA of 32.93, indicating a bullish trend. The MACD of 0.04 indicates Positive momentum. The RSI at 53.66 is Neutral, neither overbought nor oversold. The STOCH value of 56.37 is Neutral, 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
35.43
3.37
10.51%
VUG
Vanguard Growth ETF
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IWF
iShares Russell 1000 Growth ETF
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―
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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.
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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