Schwab U.S. Large-Cap ETF
SCHX - ETF AI Analysis
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Schwab U.S. Large-Cap ETF (SCHX)
SCHX, the Schwab U.S. Large-Cap ETF, earns a solid overall rating thanks to heavy exposure to high-quality tech leaders like Apple, Microsoft, and Alphabet, which benefit from strong financial performance, growth in cloud and AI, and generally supportive technical trends. The fund’s rating is held back somewhat by holdings such as Tesla and Eli Lilly, where high valuations, leverage, and cash flow challenges introduce more risk. The main risk factor is the ETF’s concentration in large technology and AI-focused companies, which can increase volatility if market sentiment toward these sectors weakens.
SCHX vs. SPDR S&P 500 ETF (SPY)
- AUM
- 73.00B
- Region
- North America
- Expense Ratio
- 0.03%
- Beta
- 1.01
- Issuer
- Schwab
- Inception Date
- Nov 03, 2009
- Dividend Yield
- 1.04%
- Asset Class
- Equity
- Index Tracked
- Dow Jones US Total Stock Market Large-Cap
SCHX Summary
SCHX is the Schwab U.S. Large-Cap ETF, which follows the Dow Jones U.S. Total Stock Market Large-Cap Index. It invests in many of America’s biggest companies across technology, finance, health care, and more, giving you broad exposure in a single investment. Well-known holdings include Apple and Nvidia. Someone might invest in SCHX to seek long-term growth while spreading risk across many large, established businesses instead of picking individual stocks. A key risk is that, because it is heavily invested in large U.S. stocks (especially tech), its value can still go up and down with the stock market.
How much will it cost me?
SCHX has an expense ratio of 0.03%, which means you’ll pay about $0.30 per year for every $1,000 invested. This cost is much lower than the average ETF because SCHX is a passively managed fund that simply tracks a large-cap U.S. stock index instead of paying managers to pick individual stocks.
What would affect this ETF?
SCHX is heavily invested in large U.S. technology and communication companies like Nvidia, Apple, Microsoft, and Alphabet, so continued innovation, strong corporate earnings, and a healthy U.S. economy could boost its performance. On the other hand, rising interest rates, tighter regulations on big tech, or a broad market downturn that hits large-cap growth stocks especially hard could weigh on the ETF, though its diversification across sectors like financials, health care, and consumer companies may help soften some of the impact.
SCHX Top 10 Holdings
SCHX is powered by a familiar cast of U.S. giants, with Big Tech firmly in the driver’s seat. Apple and Microsoft have been steadily rising, helping to anchor returns, while Amazon adds a quieter but positive push. Nvidia and Micron bring a strong semiconductor flavor, though Nvidia’s recent wobble contrasts with Micron’s surging momentum. On the flip side, Alphabet’s twin share classes have been lagging, acting as a mild brake. Overall, this is a U.S.-centric, tech-heavy fund where a handful of mega-cap names do most of the heavy lifting.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 7.41% | $5.40B | $5.06T | 29.20% | 79Outperform |
 NVDA | Nvidia | 5.96% | $4.34B | $4.07T | -10.06% | 76Outperform |
 MSFT | Microsoft | 5.77% | $4.21B | $3.96T | 2.45% | 79Outperform |
 AMZN | Amazon | 3.88% | $2.83B | $2.93T | 6.85% | 71Outperform |
 GOOGL | Alphabet Class A | 2.46% | $1.79B | $3.50T | 0.73% | 85Outperform |
 AVGO | Broadcom | 2.30% | $1.68B | $1.58T | -1.91% | 76Outperform |
 GOOG | Alphabet Class C | 1.97% | $1.44B | $3.50T | -0.38% | 82Outperform |
 META | Meta Platforms | 2.06% | $1.50B | $1.64T | 0.27% | 76Outperform |
 LLY | Eli Lilly & Co | 1.67% | $1.22B | $1.35T | 45.38% | 72Outperform |
 BRK.B | Berkshire Hathaway B | 1.58% | $1.16B | $1.25T | 18.34% | 66Neutral |
SCHX Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCHX, the sentiment is Positive. The current price of 29.91 is above the 20-day moving average (MA) of 29.91, below the 50-day MA of 30.10, and above the 200-day MA of 28.70, indicating a neutral trend. The MACD of -0.19 indicates Positive momentum. The RSI at 50.03 is Neutral, neither overbought nor oversold. The STOCH value of 58.45 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SCHX.
SCHX Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| SCHX | $29.91 | $33.00(10.33% Upside) | $73.00B | 0.03% | 73Outperform |
 VOO | $698.35 | $865.37(23.92% Upside) | $1.06T | 0.03% | 74Outperform |
 IVV | $763.08 | $929.91(21.86% Upside) | $871.38B | 0.03% | 74Outperform |
 SPY | $759.81 | $920.07(21.09% Upside) | $795.29B | 0.09% | 74Outperform |
 QQQ | $690.38 | $903.51(30.87% Upside) | $463.24B | 0.18% | 72Outperform |
 SPYM | $89.42 | $107.59(20.32% Upside) | $183.68B | 0.02% | 74Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SCHX | Schwab U.S. Large-Cap ETF | 29.91 | 3.66 | 13.96% | |
| VOO | Vanguard S&P 500 ETF | 698.35 | 87.40 | 14.31% | |
| IVV | iShares Core S&P 500 ETF | 763.08 | 95.53 | 14.31% | |
| SPY | State Street SPDR S&P 500 ETF Trust | 759.81 | 94.94 | 14.28% | |
| QQQ | Invesco QQQ Trust | 690.38 | 84.83 | 14.01% | |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | 89.42 | 11.21 | 14.34% |
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.