SCHX - ETF AI Analysis
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Schwab U.S. Large-Cap ETF (SCHX)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains over the year-to-date, three-month, and one-month periods, showing positive momentum.
Low Expense Ratio
The fund’s very low expense ratio helps investors keep more of their returns compared with many other ETFs.
Tech-Driven Growth Holdings
Several major technology holdings, including companies like Nvidia, Apple, Broadcom, Alphabet, and Micron, have shown strong performance, supporting the fund’s overall results.
Negative Factors
Heavy Technology Concentration
With a large share of assets in the technology sector, the fund is more exposed to swings in tech stocks than a more evenly balanced ETF.
Mixed Performance Among Top Stocks
Some key holdings such as Microsoft, Meta, and Tesla have shown weaker performance, which can offset gains from stronger names.
Limited International Diversification
The ETF is almost entirely invested in U.S. companies, offering very little exposure to markets outside the United States.
SCHX vs. SPDR S&P 500 ETF (SPY)
AUM74.34B
RegionNorth America
Expense Ratio0.03%
Beta1.01
IssuerSchwab
Inception DateNov 03, 2009
Dividend Yield1.03%
Asset ClassEquity
Index TrackedDow Jones US Total Stock Market Large-Cap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume9,918,239
30 Day Avg. Volume8,557,419
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
36.51Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering751
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SCHX Summary
The Schwab U.S. Large-Cap ETF (SCHX) tracks the Dow Jones U.S. Total Stock Market Large-Cap Index, giving you a simple way to own many of the biggest companies in America in one investment. It holds well-known names like Apple and Microsoft, along with leaders from many sectors such as technology, finance, and health care. Someone might invest in SCHX to seek long-term growth and easy diversification across large U.S. companies. A key risk is that it is heavily tilted toward big tech stocks, so its value can rise or fall sharply with the overall stock market and technology sector.
How much will it cost me?The Schwab U.S. Large-Cap ETF (SCHX) has an expense ratio of 0.03%, meaning you’ll pay $0.30 per year for every $1,000 invested. This is much lower than average because SCHX is passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?The Schwab U.S. Large-Cap ETF (SCHX) could benefit from growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Nvidia, Microsoft, and Apple. However, it may face challenges if interest rates rise, potentially impacting the financial sector, or if economic conditions weaken, which could affect consumer spending and cyclical industries. Regulatory changes or geopolitical tensions could also influence the performance of its key holdings and sectors.
SCHX Top 10 Holdings
SCHX is powered by a tech-heavy lineup, with Microsoft and Nvidia acting as twin engines for the fund thanks to their rising momentum in cloud and AI. Amazon and Alphabet add more growth fuel, though their recent performance has been mixed, occasionally tapping the brakes. Apple and Broadcom have been steady to slightly lagging, suggesting some of the early excitement is losing steam. With most of its weight in U.S. mega-cap technology and communication names, the ETF is firmly anchored in America’s digital giants, making it a bet on the broader U.S. innovation story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.76% | $5.78B | $5.52T | 26.03% | 76 Outperform | |
| Apple | 6.99% | $5.21B | $4.96T | 30.77% | 79 Outperform | |
| Microsoft | 5.28% | $3.93B | $3.70T | -2.64% | 79 Outperform | |
| Amazon | 3.48% | $2.59B | $2.75T | 14.32% | 71 Outperform | |
| Alphabet Class A | 2.82% | $2.10B | $4.27T | 39.29% | 85 Outperform | |
| Broadcom | 2.40% | $1.79B | $1.74T | 4.24% | 76 Outperform | |
| Meta Platforms | 2.33% | $1.74B | $1.88T | 3.83% | 76 Outperform | |
| Alphabet Class C | 2.26% | $1.68B | $4.27T | 37.49% | 82 Outperform | |
| Micron | 1.72% | $1.28B | $1.24T | 588.98% | 79 Outperform | |
| Tesla | 1.52% | $1.13B | $1.50T | -10.73% | 73 Outperform |
SCHX Technical Analysis
Positive
―
Price Trends
29.96
Positive
29.56
Positive
28.17
Positive
Market Momentum
0.07
Negative
56.57
Neutral
68.85
Neutral
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 undefined is equal to the 20-day moving average (MA) of 30.10, equal to the 50-day MA of 29.96, and equal to the 200-day MA of 28.17, indicating a bullish trend. The MACD of 0.07 indicates Negative momentum. The RSI at 56.57 is Neutral, neither overbought nor oversold. The STOCH value of 68.85 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
Performance Comparison
SCHX
Schwab U.S. Large-Cap ETF
30.37
4.39
16.90%
VOO
Vanguard S&P 500 ETF
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―
―
IVV
iShares Core S&P 500 ETF
―
―
―
SPY
SPDR S&P 500 ETF Trust
―
―
―
QQQ
Invesco QQQ Trust
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―
―
SPYM
State Street SPDR Portfolio S&P 500 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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