SCHV - ETF AI Analysis
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Schwab U.S. Large-Cap Value ETF (SCHV)
SCHV’s rating suggests it is a solid, but not top-tier, large-cap value ETF, supported by strong core holdings like Johnson & Johnson, Walmart, Cisco, and Lam Research, which all show healthy financial performance, positive earnings commentary, and generally bullish technical trends. However, holdings such as Intel, AbbVie, Berkshire Hathaway, and Chevron face valuation, cash flow, or momentum challenges that modestly weigh on the fund’s overall appeal. The main risk factor is the fund’s reliance on a relatively concentrated group of large U.S. companies, including cyclical energy names, which can increase sensitivity to sector-specific and macroeconomic shifts.
SCHV vs. SPDR S&P 500 ETF (SPY)
- AUM
- 15.94B
- Region
- North America
- Expense Ratio
- 0.04%
- Beta
- 0.70
- Issuer
- Schwab
- Inception Date
- Dec 11, 2009
- Dividend Yield
- 1.84%
- Asset Class
- Equity
- Index Tracked
- Dow Jones US Total Stock Market Large-Cap Value
SCHV Summary
SCHV is the Schwab U.S. Large-Cap Value ETF, which follows the Dow Jones U.S. Large-Cap Value Index. It invests in big, well-known U.S. companies that are considered “value” stocks—shares that may be priced lower compared with their earnings and assets. Top holdings include Berkshire Hathaway and JPMorgan Chase, along with other large firms in finance, health care, technology, and consumer goods. Investors might choose SCHV for broad diversification across many solid, established companies with long-term growth and income potential. A key risk is that these stocks can still rise and fall with the overall stock market.
How much will it cost me?
SCHV 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 SCHV is a passively managed fund that simply tracks a value-focused large-cap index instead of paying managers to pick individual stocks.
What would affect this ETF?
SCHV could benefit if the U.S. economy stays steady or improves, since its large holdings in financials, health care, and consumer defensive companies like JPMorgan, Johnson & Johnson, and Walmart tend to do well when business activity and consumer spending are healthy. On the downside, rising interest rates, slower economic growth, or pressure on value stocks and sectors like energy and financials could weigh on the fund’s performance, especially given its focus on U.S. large-cap value companies.
SCHV Top 10 Holdings
SCHV leans heavily into classic U.S. value names, with Berkshire Hathaway quietly steering the ship as a steady anchor. Energy giants Exxon Mobil and Chevron have been rising, giving the fund a strong tailwind from the oil patch. On the defensive side, Johnson & Johnson, AbbVie, and Procter & Gamble are contributing steady, if unspectacular, gains, helping smooth out volatility. Intel, however, has been mixed lately and is losing steam in the short term, slightly dragging on returns. Overall, it’s a U.S.-centric, diversified value play with notable strength in financials, energy, and health care.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 BRK.B | Berkshire Hathaway B | 3.50% | $556.52M | $1.24T | 17.10% | 66Neutral |
 JPM | JPMorgan Chase | 3.03% | $482.98M | $935.07B | 8.23% | 72Outperform |
 XOM | Exxon Mobil | 2.26% | $359.16M | $690.49B | 45.41% | 74Outperform |
 JNJ | Johnson & Johnson | 2.16% | $343.62M | $665.19B | 46.41% | 78Outperform |
 WMT | Walmart | 1.87% | $297.04M | $1.02T | 25.87% | 78Outperform |
 ABBV | AbbVie | 1.69% | $268.84M | $521.15B | 32.97% | 66Neutral |
 CVX | Chevron | 1.39% | $221.20M | $423.29B | 39.48% | 71Outperform |
 CSCO | Cisco Systems | 1.32% | $210.73M | $407.91B | 32.76% | 77Outperform |
 PG | Procter & Gamble | 1.26% | $200.69M | $387.81B | 14.62% | 69Neutral |
 KO | Coca-Cola | 1.20% | $191.42M | $412.12B | 39.73% | 75Outperform |
SCHV Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCHV, the sentiment is Negative. The current price of 34.05 is below the 20-day moving average (MA) of 34.38, below the 50-day MA of 34.14, and above the 200-day MA of 32.94, indicating a neutral trend. The MACD of 0.17 indicates Negative momentum. The RSI at 45.60 is Neutral, neither overbought nor oversold. The STOCH value of 49.13 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SCHV.
SCHV Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| SCHV | $34.05 | $37.00(8.66% Upside) | $15.94B | 0.04% | 71Outperform |
 VTV | $223.88 | $279.04(24.64% Upside) | $198.88B | 0.03% | 72Outperform |
 IWD | $258.38 | $304.34(17.79% Upside) | $85.49B | 0.18% | 72Outperform |
 IVE | $236.48 | $278.14(17.62% Upside) | $51.83B | 0.18% | 72Outperform |
 SPYV | $63.32 | $74.75(18.05% Upside) | $38.53B | 0.04% | 72Outperform |
 VONV | $113.32 | $135.71(19.76% Upside) | $23.80B | 0.06% | 72Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SCHV | Schwab U.S. Large-Cap Value ETF | 34.05 | 5.66 | 19.95% | |
| VTV | Vanguard Value ETF | 223.88 | 41.45 | 22.72% | |
| IWD | iShares Russell 1000 Value ETF | 258.38 | 57.09 | 28.36% | |
| IVE | iShares S&P 500 Value ETF | 236.48 | 31.93 | 15.61% | |
| SPYV | SPDR Portfolio S&P 500 Value ETF | 63.32 | 8.59 | 15.70% | |
| VONV | Vanguard Russell 1000 Value ETF | 113.32 | 25.14 | 28.51% |
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.