NYSEARCA:SCHX

Schwab US Large-Cap ETF (SCHX) Price, Holdings, & News

$59.21
+0.51 (+0.87%)
(As of 04/22/2024 ET)
Today's Range
$58.70
$59.54
50-Day Range
$58.60
$62.07
52-Week Range
$47.57
$62.24
Volume
1.37 million shs
Average Volume
1.86 million shs
Market Capitalization
$38.37 billion
Assets Under Management
$38.06 billion
Dividend Yield
1.25%
Net Expense Ratio
0.03%
SCHX stock logo

About Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Schwab U.S. Large-Cap ETF (the Fund) goal is to track the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index (the Index). The Fund’s index includes the large-cap portion of the Dow Jones U.S. Total Stock Market Index available to investors in the marketplace. The Dow Jones U.S. Large-Cap Total Stock Market Index includes the components ranked 1-750 by full market capitalization. The Index is a float-adjusted market capitalization weighted index. The types of derivatives used by the Fund are options, futures, options on futures and swaps. The Fund may lend its portfolio securities to brokers, dealers and other financial institutions. Charles Schwab Investment Management, Inc. is the advisor of the Fund.

SCHX Stock Price History

SCHX ETF News Headlines

Is SCHG A Good ETF And Is It An Attractive Bet Now?
The "Smart Money" Is Ready for May 1st Are You?
Former Wall Street VP: "Buy This Stock Now" Five of America's Most Successful Investors Bought Shares in The Same Company.
SCHX ETF Stock Price History
Schwab Fundamental US Large Company ETF
The "Smart Money" Is Ready for May 1st Are You?
Former Wall Street VP: "Buy This Stock Now" Five of America's Most Successful Investors Bought Shares in The Same Company.
Schwab US Large-Cap ETF (SCHX)
See More Headlines
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Fund Details

Issuer
Charles Schwab
Fund Name
Schwab US Large-Cap ETF
Tax Classification
Regulated Investment Company
Current Symbol
NYSEARCA:SCHX
Inception Date
10/30/2009
Fund Manager
Christopher Bliss, Ferian Juwono, Sabya Sinha

Fund Focus

Asset Class
Equity
Benchmark
Dow Jones US Large Cap Total Stock Market Index
Category
Size and Style
Focus
Large Cap
Development Level
Developed Markets
Region
North America
Number of Holdings
764

Fund Statistics

Assets Under Management
$38.06 billion
Average Daily Volume
$1.72 million
Discount/Premium
0.02%

Administrator, Advisor and Custodian

Administrator
Charles Schwab Investment Management, Inc.
Advisor
Charles Schwab Investment Management, Inc.
Custodian
State Street Bank and Trust Company
Distributor
SEI Investments Distribution Co.
Transfer Agent
State Street Bank and Trust Company
Trustee
N/A
Lead Market Maker
Jane Street

Options

Optionable
Optionable
Options Volume
16
Put Options
4
Call Options
12
Short Interest
996,500 shs

Miscellaneous

Beta
1.02
Creation Unit
50,000
Creation Fee
$500.00
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Schwab US Large-Cap ETF Expenses

TypeSCHXLarge Cap ETFsEquity ETFsNYSEARCA ETFsAll ETFs
Management Fee0.03%0.57%0.54%0.50%0.51%
Other Expenses0.00%0.29%0.54%0.64%0.58%
Total Expense0.03%0.63%0.70%0.74%0.70%
Fee Waiver0.00%-0.19%-0.55%-0.68%-0.57%
Net Expense0.03%0.61%0.60%0.57%0.58%

Schwab US Large-Cap ETF (SCHX) Holdings & Exposure

SCHX Sector Exposure

SCHX Industry Exposure

Should I Buy Schwab US Large-Cap ETF Stock? SCHX Pros and Cons Explained

Pros

Here are some ways that investors could benefit from investing in Schwab US Large-Cap ETF:

  • The Schwab U.S. Large-Cap ETF (SCHX) provides broad exposure to the Large Cap Blend segment of the US equity market, offering diversification across large-cap stocks.
  • Passively managed, SCHX aims to track the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index, providing investors with a straightforward investment approach.
  • Investors can benefit from the fund's use of derivatives like options, futures, and swaps to potentially enhance returns and manage risk in the portfolio.
  • With Charles Schwab Investment Management, Inc. as the advisor, investors can leverage the expertise of a reputable financial institution in managing the fund.
  • Recent developments indicate a favorable trend in the stock price of SCHX, making it an attractive investment opportunity for potential capital appreciation.

Cons

Investors should be bearish about investing in Schwab US Large-Cap ETF for these reasons:

  • As a market-capitalization-weighted index fund, SCHX may be susceptible to concentration risks in large-cap stocks that dominate the index, potentially limiting diversification benefits.
  • While the use of derivatives can offer benefits, it also introduces additional complexities and risks to the fund's performance, which may not align with all investors' risk tolerance.
  • Investors should be cautious about the fund's practice of lending portfolio securities, as this activity can introduce counterparty risks and impact the fund's overall performance.
  • There may be management fees associated with investing in SCHX, which could impact the fund's total return and erode potential gains over time.
  • Market conditions and economic factors can influence the performance of large-cap stocks, affecting SCHX's returns, making it important for investors to monitor the fund's performance regularly.
These pros and cons were generated based on recent news and financial data from MarketBeat in order to provide readers with the fastest and most accurate insights. They were last updated on Friday, April 12, 2024. Please send any questions or comments about these Schwab US Large-Cap ETF pros and cons to contact@marketbeat.com.

SCHX ETF - Frequently Asked Questions

How have SCHX shares performed in 2024?

Schwab US Large-Cap ETF's stock was trading at $56.40 at the start of the year. Since then, SCHX shares have increased by 4.9% and is now trading at $59.16.
View the best growth stocks for 2024 here
.

What does SCHX invest in?

Schwab US Large-Cap ETF is a equity fund issued by Charles Schwab. SCHX focuses on large cap investments and follows the Dow Jones US Large Cap Total Stock Market Index. The fund's investments total to approximately $38.06 billion assets under management.

What stocks does Schwab US Large-Cap ETF hold?
What is the management fee for Schwab US Large-Cap ETF?

Schwab US Large-Cap ETF's management fee is 0.03% and has no other recorded expenses or fee waivers. The net expense ratio for SCHX is 0.03%.

When did Schwab US Large-Cap ETF's stock split?

Shares of Schwab US Large-Cap ETF split on the morning of Friday, March 11th 2022. The 2-1 split was announced on Friday, March 11th 2022. The newly issued shares were payable to shareholders after the market closes on Friday, March 11th 2022. An investor that had 100 shares of stock prior to the split would have 200 shares after the split.

What other stocks do shareholders of Schwab US Large-Cap ETF own?

Based on aggregate information from My MarketBeat watchlists, some companies that other Schwab US Large-Cap ETF investors own include AT&T (T), NVIDIA (NVDA), Home Depot (HD), Johnson & Johnson (JNJ), Adobe (ADBE), JPMorgan Chase & Co. (JPM), Mastercard (MA), Lockheed Martin (LMT), Altria Group (MO) and Invesco QQQ (QQQ).

Who are Schwab US Large-Cap ETF's major shareholders?

Schwab US Large-Cap ETF's stock is owned by many different retail and institutional investors. Top institutional shareholders include Wealth Enhancement Advisory Services LLC (1.12%), Marcum Wealth LLC (0.24%), Orgel Wealth Management LLC (0.24%), Northwest Quadrant Wealth Management LLC (0.23%), Bangor Savings Bank (0.20%) and Charles Schwab Trust Co (0.17%).

How do I buy shares of Schwab US Large-Cap ETF?

Shares of SCHX stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.
Compare Top Brokerages Here.

This page (NYSEARCA:SCHX) was last updated on 4/22/2024 by MarketBeat.com Staff

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