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SCHG

Schwab U.S. Large-Cap Growth ETF
1W: -2.1% 1M: -4.4% 3M: -7.9% YTD: -9.9% 1Y: +14.8% 3Y: +94.9% 5Y: +83.9%
$29.29
-0.51 (-1.71%)
After Hours: $29.89 (+0.60, +2.05%)
ETF AMEX · AUM $48.8B
ETF-Level Metrics
AUM$48.8B
Holdings196
Top 10 Wt57.5%
Beta1.19
% Profitable84%
Coverage100%
Portfolio Valuation
P/E35.1
P/B14.1
P/S9.2
EV/EBITDA24.3
P/FCF45.0
PEG1.01
Profitability & Returns
Gross Margin53.7%
Net Margin26.2%
ROE45.4%
ROA22.3%
ROIC37.0%
Div Yield0.48%
Leverage & Liquidity
Debt/Equity0.39
Debt/Assets0.20
Net Debt/EBITDA0.1x
Interest Cov78.0x
Current Ratio1.42
Quick Ratio1.32
Growth (YoY)
Revenue+24.0%
Net Income+38.0%
EPS+39.0%
FCF+35.5%
EBITDA+32.7%
Rev CAGR 3Y+20.0%
Quality Scores
Piotroski F7.2
Altman Z17.82
IS Quality82.0
IS Overall65.9
IS Value39.6
Median P/E29.1

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 56 44.5% 8.2
Communication Services 14 16.2% 32.9
Consumer Cyclical 23 12.4% 179.8
Healthcare 31 8.7% 22.9
Financial Services 22 7.0% 2.9
Industrials 31 5.2% 40.3
Consumer Defensive 4 1.9% 50.2
Basic Materials 4 1.4% 30.8
Utilities 4 1.4% -13.1
Energy 4 0.8% 35.3
Real Estate 3 0.5% 33.0
Other 2 0.0%

Smart Money Overlap

22 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
MSFT Microsoft Corporation 7.52% 4 Bullish 1 23 -5.0%
AVGO Broadcom Inc. 3.99% 4 Bullish 1 11 -3.5%
V Visa Inc. 1.97% 4 Bullish 7 12 -4.8%
NFLX Netflix, Inc. 1.56% 4 Bullish 71 14 -5.4%
MA Mastercard Incorporated 1.56% 4 Bullish 13 3 -4.0%
UNH UnitedHealth Group Incorporated 1.00% 4 Bullish 7 7 -2.0%
GEV GE Vernova Inc. 0.91% 4 Bullish 8 7 -2.4%
LIN Linde plc 0.89% 4 Bullish 10 3 +1.2%
CRM Salesforce, Inc. 0.72% 4 Bullish 4 5 +0.2%
DIS The Walt Disney Company 0.69% 4 Bullish 28 3 +0.1%
UBER Uber Technologies, Inc. 0.62% 4 Bullish 7 3 -2.7%
SPGI S&P Global Inc. 0.52% 4 Bullish 3 1 +8.9%
NOW ServiceNow, Inc. 0.46% 4 Bullish 2 11 +2.2%
TMUS T-Mobile US, Inc. 0.39% 4 Bullish 3 1 -2.8%
KKR KKR & Co. Inc. 0.24% 4 Bullish 13 1 -4.1%
COIN Coinbase Global, Inc. 0.18% 4 Bullish 2 4 +1.4%
WAT Waters Corporation 0.11% 4 Bullish 24 1 -1.1%
HUM Humana Inc. 0.08% 4 Bullish 1 2 -6.2%
CRS Carpenter Technology Corporation 0.08% 4 Bullish 10 5 +8.6%
FCNCA First Citizens BancShares, Inc. 0.07% 4 Bullish 9 1 +1.1%
Showing 50 of 198 holdings · Page 1 of 4
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA CORP NVDA 11.33% $5.6B 31,002,551 35.0 $4.2T Technology
2 APPLE INC AAPL 9.54% $4.7B 18,850,651 31.1 $3.6T Technology
3 MICROSOFT CORP MSFT 7.52% $3.7B 9,480,176 23.8 $2.8T Technology
4 AMAZON COM INC AMZN 5.27% $2.6B 12,403,732 28.3 $2.2T Consumer Cyclical
5 ALPHABET INC CLASS A GOOGL 4.62% $2.3B 7,421,903 27.5 $3.6T Communication Services
6 META PLATFORMS INC CLASS A META 4.47% $2.2B 3,586,467 24.8 $1.5T Communication Services
7 TESLA INC TSLA 4.23% $2.1B 5,314,768 313.4 $1.4T Consumer Cyclical
8 BROADCOM INC AVGO 3.99% $2.0B 6,238,246 59.0 $1.5T Technology
9 ALPHABET INC CLASS C GOOG 3.68% $1.8B 5,930,951 27.5 $3.6T Communication Services
10 ELI LILLY LLY 2.84% $1.4B 1,528,488 39.4 $856.6B Healthcare
11 VISA INC CLASS A V 1.97% $967.4M 3,248,336 27.8 $581.5B Financial Services
12 COSTCO WHOLESALE CORP COST 1.69% $832.7M 853,165 50.5 $431.4B Consumer Defensive
13 NETFLIX INC NFLX 1.56% $769.6M 8,159,688 35.4 $389.1B Communication Services
14 MASTERCARD INC CLASS A MA 1.56% $767.8M 1,578,150 29.7 $442.9B Financial Services
15 PALANTIR TECHNOLOGIES INC CLASS A PLTR 1.36% $669.2M 4,398,140 221.3 $345.3B Technology
16 ADVANCED MICRO DEVICES INC AMD 1.27% $622.6M 3,134,104 75.7 $328.3B Technology
17 GE AEROSPACE GE 1.24% $608.6M 2,030,277 35.2 $302.5B Industrials
18 UNITEDHEALTH GROUP INC UNH 1.00% $493.7M 1,743,442 20.8 $250.1B Healthcare
19 GE VERNOVA INC GEV 0.91% $446.4M 522,120 47.4 $230.9B Utilities
20 LINDE PLC LIN 0.89% $437.4M 898,802 32.8 $226.2B Basic Materials
21 KLA CORP KLAC 0.76% $373.5M 252,981 43.2 $196.9B Technology
22 SALESFORCE INC CRM 0.72% $354.7M 1,832,653 24.5 $183.1B Technology
23 WALT DISNEY DIS 0.69% $340.5M 3,438,871 14.5 $176.5B Communication Services
24 THERMO FISHER SCIENTIFIC INC TMO 0.68% $334.6M 723,024 26.6 $176.2B Healthcare
25 INTUITIVE SURGICAL INC ISRG 0.66% $324.6M 682,233 59.4 $169.7B Healthcare
26 UBER TECHNOLOGIES INC UBER 0.62% $305.4M 3,999,467 15.2 $153.5B Technology
27 BOOKING HOLDINGS INC BKNG 0.55% $270.5M 61,971 26.0 $139.4B Consumer Cyclical
28 ARISTA NETWORKS INC ANET 0.55% $269.4M 1,988,057 47.0 $165.2B Technology
29 BLACKROCK INC BLK 0.54% $267.8M 277,669 26.8 $149.0B Financial Services
30 PALO ALTO NETWORKS INC PANW 0.52% $257.4M 1,530,220 88.3 $111.1B Technology
31 S&P GLOBAL INC SPGI 0.52% $253.6M 596,821 28.6 $128.5B Financial Services
32 INTUIT INC INTU 0.49% $239.2M 537,497 29.3 $126.8B Technology
33 DANAHER CORP DHR 0.47% $230.8M 1,209,933 37.1 $133.9B Healthcare
34 APPLOVIN CORP CLASS A APP 0.47% $229.8M 521,340 44.9 $149.5B Technology
35 SERVICENOW INC NOW 0.46% $226.4M 1,999,441 65.6 $115.5B Technology
36 PROGRESSIVE CORP PGR 0.46% $226.2M 1,129,055 10.7 $120.7B Financial Services
37 PARKER-HANNIFIN CORP PH 0.45% $220.7M 242,901 31.9 $112.9B Industrials
38 VERTEX PHARMACEUTICALS INC VRTX 0.45% $219.6M 488,236 29.2 $115.3B Healthcare
39 MCKESSON CORP MCK 0.44% $217.7M 237,543 25.1 $109.3B Healthcare
40 CROWDSTRIKE HOLDINGS INC CLASS A CRWD 0.43% $209.9M 483,494 -563.9 $103.7B Technology
41 ADOBE INC ADBE 0.40% $197.8M 807,374 14.1 $101.9B Technology
42 VERTIV HOLDINGS CLASS A VRT 0.39% $194.2M 736,426 73.4 $97.9B Industrials
43 T MOBILE US INC TMUS 0.39% $190.8M 927,130 21.2 $233.2B Communication Services
44 CONSTELLATION ENERGY CORP CEG 0.39% $189.9M 601,069 38.1 $88.1B Utilities
45 EQUINIX REIT INC EQIX 0.37% $183.3M 189,011 69.8 $94.2B Real Estate
46 TRANE TECHNOLOGIES PLC TT 0.37% $181.4M 426,852 31.4 $91.0B Industrials
47 QUANTA SERVICES INC PWR 0.33% $163.5M 287,065 81.9 $83.1B Industrials
48 SYNOPSYS INC SNPS 0.31% $152.8M 357,894 61.1 $80.5B Technology
49 CADENCE DESIGN SYSTEMS INC CDNS 0.31% $151.6M 525,598 69.4 $77.4B Technology
50 REGENERON PHARMACEUTICALS INC REGN 0.29% $143.8M 193,956 16.7 $76.1B Healthcare

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms