SCHX
Schwab U.S. Large-Cap ETF
1W: -1.8%
1M: -5.2%
3M: -3.1%
YTD: -5.0%
1Y: +15.7%
3Y: +73.8%
5Y: +70.7%
$25.62
-0.39 (-1.50%)
After Hours: $26.12 (+0.50, +1.97%)
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Weather
ETF-Level Metrics
AUM$63.0B
Holdings749
Top 10 Wt34.9%
Beta1.03
% Profitable89%
Coverage98%
Portfolio Valuation
P/E33.6
P/B11.9
P/S7.8
EV/EBITDA23.0
P/FCF41.5
PEG1.49
Profitability & Returns
Gross Margin51.3%
Net Margin23.3%
ROE39.2%
ROA12.5%
ROIC32.2%
Div Yield1.23%
Leverage & Liquidity
Debt/Equity0.59
Debt/Assets0.19
Net Debt/EBITDA0.1x
Interest Cov12.2x
Current Ratio1.12
Quick Ratio1.05
Growth (YoY)
Revenue+17.5%
Net Income+30.7%
EPS+31.7%
FCF+31.0%
EBITDA+26.3%
Rev CAGR 3Y+14.2%
Quality Scores
Piotroski F6.9
Altman Z11.75
IS Quality76.1
IS Overall61.5
IS Value45.5
Median P/E22.4
Sector Breakdown
12 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Technology | 126 | 33.2% | 41.4 |
| Financial Services | 107 | 10.7% | 12.1 |
| Communication Services | 30 | 10.3% | 52.2 |
| Consumer Cyclical | 79 | 9.8% | 70.4 |
| Healthcare | 87 | 9.5% | 19.6 |
| Industrials | 132 | 9.1% | 31.7 |
| Consumer Defensive | 45 | 5.1% | 21.2 |
| Energy | 31 | 3.9% | 22.4 |
| Utilities | 36 | 2.9% | 18.1 |
| Real Estate | 47 | 2.2% | 87.0 |
| Basic Materials | 29 | 1.9% | 1.2 |
| Other | 3 | 1.5% | — |
Smart Money Overlap
85 holdings with signals| Symbol | Company | Weight % | Signals | Badge | Insider Buys | Congress | Since Signal |
|---|---|---|---|---|---|---|---|
| MSFT | Microsoft Corporation | 4.85% | 4 | Bullish | 1 | 23 | -5.0% |
| AVGO | Broadcom Inc. | 2.49% | 4 | Bullish | 1 | 11 | -3.5% |
| JNJ | Johnson & Johnson | 0.95% | 4 | Bullish | 12 | 2 | -2.7% |
| WMT | Walmart Inc. | 0.89% | 4 | Bullish | 21 | 3 | -1.1% |
| MU | Micron Technology, Inc. | 0.86% | 4 | Bullish | 3 | 3 | +1.2% |
| V | Visa Inc. | 0.84% | 4 | Bullish | 7 | 12 | -4.8% |
| NFLX | Netflix, Inc. | 0.67% | 4 | Bullish | 71 | 14 | -5.4% |
| MA | Mastercard Incorporated | 0.67% | 4 | Bullish | 13 | 3 | -4.0% |
| CSCO | Cisco Systems, Inc. | 0.51% | 4 | Bullish | 5 | 6 | -1.6% |
| MRK | Merck & Co., Inc. | 0.47% | 4 | Bullish | 11 | 2 | -3.5% |
| RTX | RTX Corporation | 0.46% | 4 | Bullish | 18 | 3 | +1.2% |
| UNH | UnitedHealth Group Incorporated | 0.43% | 4 | Bullish | 7 | 7 | -2.0% |
| IBM | International Business Machines Corporation | 0.39% | 4 | Bullish | 10 | 8 | +1.0% |
| GEV | GE Vernova Inc. | 0.39% | 4 | Bullish | 8 | 7 | -2.4% |
| LIN | Linde plc | 0.38% | 4 | Bullish | 10 | 3 | +1.2% |
| MCD | McDonald's Corporation | 0.37% | 4 | Bullish | 11 | 1 | -5.2% |
| INTC | Intel Corporation | 0.34% | 4 | Bullish | 2 | 3 | -3.8% |
| T | AT&T Inc. | 0.32% | 4 | Bullish | 29 | 5 | +1.2% |
| CRM | Salesforce, Inc. | 0.31% | 4 | Bullish | 4 | 5 | +0.2% |
| DIS | The Walt Disney Company | 0.30% | 4 | Bullish | 28 | 3 | +0.1% |
Showing 50 of 752 holdings
· Page 1 of 16
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 7.31% | $4.5B | 25,170,514 | 35.0 | $4.2T | Technology |
| 2 | APPLE INC | AAPL | 6.15% | $3.8B | 15,304,676 | 31.1 | $3.6T | Technology |
| 3 | MICROSOFT CORP | MSFT | 4.85% | $3.0B | 7,697,271 | 23.8 | $2.8T | Technology |
| 4 | AMAZON COM INC | AMZN | 3.40% | $2.1B | 10,081,388 | 28.3 | $2.2T | Consumer Cyclical |
| 5 | ALPHABET INC CLASS A | GOOGL | 2.98% | $1.8B | 6,025,145 | 27.5 | $3.6T | Communication Services |
| 6 | BROADCOM INC | AVGO | 2.49% | $1.5B | 4,893,235 | 59.0 | $1.5T | Technology |
| 7 | ALPHABET INC CLASS C | GOOG | 2.37% | $1.5B | 4,815,449 | 27.5 | $3.6T | Communication Services |
| 8 | META PLATFORMS INC CLASS A | META | 2.24% | $1.4B | 2,257,112 | 24.8 | $1.5T | Communication Services |
| 9 | TESLA INC | TSLA | 1.84% | $1.1B | 2,912,345 | 313.4 | $1.4T | Consumer Cyclical |
| 10 | BERKSHIRE HATHAWAY INC CLASS B Private | — | 1.48% | $918.4M | 1,900,436 | — | — | — |
| 11 | JPMORGAN CHASE | JPM | 1.31% | $809.6M | 2,820,677 | 14.0 | $772.9B | Financial Services |
| 12 | ELI LILLY | LLY | 1.22% | $753.8M | 823,091 | 39.4 | $856.6B | Healthcare |
| 13 | EXXON MOBIL CORP | XOM | 1.11% | $686.9M | 4,369,501 | 24.0 | $665.6B | Energy |
| 14 | JOHNSON & JOHNSON | JNJ | 0.95% | $590.9M | 2,496,402 | 21.3 | $567.2B | Healthcare |
| 15 | WALMART INC | WMT | 0.89% | $553.0M | 4,545,135 | 43.3 | $948.9B | Consumer Defensive |
| 16 | MICRON TECHNOLOGY INC | MU | 0.86% | $536.0M | 1,163,758 | 19.7 | $476.0B | Technology |
| 17 | VISA INC CLASS A | V | 0.84% | $521.6M | 1,748,688 | 27.8 | $581.5B | Financial Services |
| 18 | COSTCO WHOLESALE CORP | COST | 0.72% | $449.0M | 459,339 | 50.5 | $431.4B | Consumer Defensive |
| 19 | NETFLIX INC | NFLX | 0.67% | $414.7M | 4,390,022 | 35.4 | $389.1B | Communication Services |
| 20 | MASTERCARD INC CLASS A | MA | 0.67% | $414.0M | 849,671 | 29.7 | $442.9B | Financial Services |
| 21 | CHEVRON CORP | CVX | 0.63% | $388.7M | 1,962,222 | 32.6 | $403.4B | Energy |
| 22 | ABBVIE INC | ABBV | 0.61% | $380.7M | 1,831,740 | 86.4 | $362.6B | Healthcare |
| 23 | PALANTIR TECHNOLOGIES INC CLASS A | PLTR | 0.58% | $360.9M | 2,368,547 | 221.3 | $345.3B | Technology |
| 24 | PROCTER & GAMBLE | PG | 0.57% | $354.4M | 2,421,336 | 21.3 | $337.5B | Consumer Defensive |
| 25 | HOME DEPOT INC | HD | 0.55% | $340.5M | 1,031,451 | 22.5 | $319.3B | Consumer Cyclical |
| 26 | CATERPILLAR INC | CAT | 0.54% | $335.7M | 485,148 | 35.8 | $318.6B | Industrials |
| 27 | ADVANCED MICRO DEVICES INC | AMD | 0.54% | $335.5M | 1,686,357 | 75.7 | $328.3B | Technology |
| 28 | GE AEROSPACE | GE | 0.53% | $328.1M | 1,092,963 | 35.2 | $302.5B | Industrials |
| 29 | BANK OF AMERICA CORP | BAC | 0.52% | $325.3M | 6,962,751 | 11.4 | $344.4B | Financial Services |
| 30 | CISCO SYSTEMS INC | CSCO | 0.51% | $315.9M | 4,081,243 | 27.7 | $306.8B | Technology |
| 31 | COCA-COLA | KO | 0.49% | $303.9M | 4,010,707 | 24.5 | $321.5B | Consumer Defensive |
| 32 | MERCK & CO INC | MRK | 0.47% | $293.6M | 2,570,963 | 15.6 | $282.3B | Healthcare |
| 33 | LAM RESEARCH CORP | LRCX | 0.47% | $291.9M | 1,302,201 | 46.3 | $285.2B | Technology |
| 34 | APPLIED MATERIAL INC | AMAT | 0.46% | $287.6M | 825,018 | 36.1 | $283.4B | Technology |
| 35 | RTX CORP | RTX | 0.46% | $283.4M | 1,388,948 | 39.6 | $266.0B | Industrials |
| 36 | PHILIP MORRIS INTERNATIONAL INC | PM | 0.43% | $267.5M | 1,613,856 | 22.4 | $253.9B | Consumer Defensive |
| 37 | UNITEDHEALTH GROUP INC | UNH | 0.43% | $266.3M | 938,949 | 20.8 | $250.1B | Healthcare |
| 38 | ORACLE CORP | ORCL | 0.43% | $265.7M | 1,741,741 | 26.4 | $430.3B | Technology |
| 39 | GOLDMAN SACHS GROUP INC | GS | 0.40% | $249.6M | 310,631 | 14.8 | $244.1B | Financial Services |
| 40 | WELLS FARGO | WFC | 0.40% | $247.1M | 3,251,284 | 11.6 | $243.9B | Financial Services |
| 41 | INTERNATIONAL BUSINESS MACHINES CO | IBM | 0.39% | $243.0M | 968,129 | 21.4 | $226.8B | Technology |
| 42 | GE VERNOVA INC | GEV | 0.39% | $240.6M | 280,984 | 47.4 | $230.9B | Utilities |
| 43 | LINDE PLC | LIN | 0.38% | $235.7M | 483,554 | 32.8 | $226.2B | Basic Materials |
| 44 | MCDONALDS CORP | MCD | 0.37% | $232.4M | 737,907 | 25.8 | $220.4B | Consumer Cyclical |
| 45 | PEPSICO INC | PEP | 0.35% | $217.0M | 1,416,529 | 24.9 | $205.2B | Consumer Defensive |
| 46 | VERIZON COMMUNICATIONS INC | VZ | 0.35% | $216.2M | 4,370,455 | 12.3 | $210.8B | Communication Services |
| 47 | INTEL CORPORATION CORP | INTC | 0.34% | $208.7M | 4,645,711 | -797.9 | $219.1B | Technology |
| 48 | KLA CORP | KLAC | 0.32% | $201.5M | 136,250 | 43.2 | $196.9B | Technology |
| 49 | AT&T INC | T | 0.32% | $201.1M | 7,354,397 | 9.3 | $200.9B | Communication Services |
| 50 | CITIGROUP INC | C | 0.32% | $200.9M | 1,853,370 | 14.0 | $191.6B | Financial Services |