SCHX Holdings
Schwab U.S. Large-Cap ETF
1W: -0.2%
1M: +0.6%
3M: +2.2%
YTD: +12.4%
1Y: +15.0%
3Y: +85.8%
5Y: +79.3%
$30.32
+0.23 (+0.76%)
Weekly Expected Move ±1.5%
$29
$30
$30
$31
$31
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
ETF-Level Metrics
AUM$73.8B
Holdings751
Top 10 Wt36.6%
Beta1.01
% Profitable90%
Coverage99%
Portfolio Valuation
P/E29.9
P/B11.0
P/S9.1
EV/EBITDA21.7
P/FCF48.9
PEG0.75
Profitability & Returns
Gross Margin55.0%
Net Margin30.2%
ROE43.0%
ROA15.7%
ROIC30.0%
Div Yield1.07%
Leverage & Liquidity
Debt/Equity0.53
Debt/Assets0.20
Net Debt/EBITDA-0.2x
Interest Cov17.9x
Current Ratio1.12
Quick Ratio1.05
Growth (YoY)
Revenue+24.9%
Net Income+43.1%
EPS+43.1%
FCF+40.0%
EBITDA+40.2%
Rev CAGR 3Y+21.6%
Quality Scores
Piotroski F6.8
Altman Z12.49
IS Quality76.8
IS Overall66.8
IS Value48.1
Median P/E21.3
Sector Breakdown
12 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Technology | 140 | 39.6% | 100.7 |
| Financial Services | 110 | 11.4% | 16.0 |
| Healthcare | 87 | 9.5% | 35.4 |
| Communication Services | 28 | 9.4% | 16.9 |
| Consumer Cyclical | 74 | 8.4% | 29.6 |
| Industrials | 121 | 8.2% | 32.9 |
| Consumer Defensive | 42 | 4.3% | 28.4 |
| Energy | 31 | 3.5% | 17.9 |
| Basic Materials | 38 | 1.9% | -7.4 |
| Real Estate | 45 | 1.9% | 31.4 |
| Utilities | 35 | 1.8% | 14.6 |
| Other | 4 | 0.0% | — |
Smart Money Overlap
76 holdings with signals| Symbol | Company | Weight % | Signals | Badge | Insider Buys | Congress | Since Signal |
|---|---|---|---|---|---|---|---|
| AVGO | Broadcom Inc. | 2.41% | 4 | Bullish | 1 | 14 | -0.1% |
| BRK-B | Berkshire Hathaway Inc. | 1.34% | 4 | Bullish | 3 | 3 | -1.4% |
| INTC | Intel Corp. | 0.82% | 4 | Bullish | 1 | 6 | +22.1% |
| ORCL | Oracle Corporation | 0.34% | 4 | Bullish | 1 | 3 | +3.3% |
| LIN | Linde plc | 0.31% | 4 | Bullish | 1 | 2 | +0.2% |
| ABT | Abbott Laboratories | 0.25% | 4 | Bullish | 3 | 6 | +7.6% |
| ETN | Eaton Corporation plc | 0.24% | 4 | Bullish | 4 | 5 | +4.8% |
| WELL | Welltower Inc. | 0.24% | 4 | Bullish | 4 | 2 | -5.7% |
| PFE | Pfizer Inc. | 0.23% | 4 | Bullish | 3 | 2 | +5.6% |
| SCHW | The Charles Schwab Corporation | 0.23% | 4 | Bullish | 1 | 4 | +10.4% |
| UBER | Uber Technologies, Inc. | 0.20% | 4 | Bullish | 3 | 9 | -6.2% |
| SPGI | S&P Global Inc. | 0.17% | 4 | Bullish | 3 | 21 | +3.4% |
| ADP | Automatic Data Processing, Inc. | 0.15% | 4 | Bullish | 1 | 3 | +16.1% |
| ADBE | Adobe Inc. | 0.13% | 4 | Bullish | 1 | 6 | -12.9% |
| HOOD | Robinhood Markets, Inc. | 0.13% | 4 | Bullish | 4 | 3 | +36.7% |
| CEG | Constellation Energy Corporation | 0.12% | 4 | Bullish | 1 | 4 | -7.3% |
| BX | Blackstone Inc. | 0.12% | 4 | Bullish | 10 | 3 | -6.3% |
| TMUS | T-Mobile US, Inc. | 0.11% | 4 | Bullish | 1 | 4 | -11.4% |
| AMT | American Tower Corporation | 0.11% | 4 | Bullish | 1 | 4 | -7.7% |
| INTU | Intuit Inc. | 0.10% | 4 | Bullish | 2 | 15 | -19.8% |
Showing 50 of 755 holdings
· Page 1 of 16
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | NVIDIA | NVDA | 7.85% | $5.8B | 25,567,258 | 29.4 | $5.7T | Technology |
| 2 | APPLE | AAPL | 6.86% | $5.1B | 15,418,077 | 38.1 | $4.9T | Technology |
| 3 | MICROSOFT | MSFT | 5.40% | $4.0B | 7,843,092 | 28.8 | $3.8T | Technology |
| 4 | AMAZON COM INC | AMZN | 3.46% | $2.6B | 10,375,593 | 20.0 | $2.7T | Consumer Cyclical |
| 5 | ALPHABET CLASS A | GOOGL | 2.86% | $2.1B | 6,197,955 | 16.9 | $4.2T | Communication Services |
| 6 | BROADCOM INC | AVGO | 2.41% | $1.8B | 5,029,402 | 44.1 | $1.7T | Technology |
| 7 | META PLATFORMS CLASS A | META | 2.33% | $1.7B | 2,331,099 | 27.1 | $1.9T | Communication Services |
| 8 | ALPHABET CLASS C | GOOG | 2.29% | $1.7B | 5,020,004 | 16.9 | $4.1T | Communication Services |
| 9 | MICRON TECHNOLOGY | MU | 1.72% | $1.3B | 1,193,906 | 14.3 | $1.2T | Technology |
| 10 | TESLA INC | TSLA | 1.42% | $1.0B | 2,979,248 | 314.1 | $1.5T | Consumer Cyclical |
| 11 | ADVANCED MICRO DEVICES | AMD | 1.42% | $1.0B | 1,725,746 | 160.9 | $1.0T | Technology |
| 12 | ELI LILLY | LLY | 1.35% | $1.0B | 845,859 | 38.2 | $1.1T | Healthcare |
| 13 | BERKSHIRE HATHAWAY INC CLASS B | BRK-B | 1.34% | $987.3M | 1,968,796 | 12.7 | $1.1T | Financial Services |
| 14 | JPMORGAN CHASE | JPM | 1.27% | $939.7M | 2,810,061 | 14.3 | $890.6B | Financial Services |
| 15 | EXXONMOBIL HOLDINGS CORP | XOM | 0.95% | $700.1M | 4,346,833 | 21.1 | $679.7B | Energy |
| 16 | JOHNSON & JOHNSON | JNJ | 0.92% | $680.4M | 2,547,543 | 29.6 | $617.0B | Healthcare |
| 17 | VISA CLASS A | V | 0.89% | $658.0M | 1,801,441 | 30.6 | $673.4B | Financial Services |
| 18 | INTEL CORPORATION CORP | INTC | 0.82% | $607.9M | 5,252,833 | -56.6 | $601.9B | Technology |
| 19 | WALMART | WMT | 0.68% | $502.3M | 4,711,109 | 37.6 | $829.7B | Consumer Defensive |
| 20 | ABBVIE | ABBV | 0.66% | $491.0M | 1,868,053 | 74.0 | $464.3B | Healthcare |
| 21 | MASTERCARD CLASS A | MA | 0.65% | $480.9M | 854,778 | 30.3 | $484.4B | Financial Services |
| 22 | PALANTIR TECHNOLOGIES CLASS A | PLTR | 0.61% | $453.9M | 2,432,141 | 149.8 | $433.4B | Technology |
| 23 | CISCO SYSTEMS INC | CSCO | 0.60% | $444.8M | 4,166,593 | 33.4 | $442.2B | Technology |
| 24 | COSTCO WHOLESALE CORP | COST | 0.59% | $432.7M | 468,783 | 33.3 | $408.3B | Consumer Defensive |
| 25 | APPLIED MATERIAL INC | AMAT | 0.58% | $429.0M | 839,320 | 46.3 | $428.8B | Technology |
| 26 | LAM RESEARCH | LRCX | 0.58% | $427.6M | 1,322,759 | 60.0 | $434.6B | Technology |
| 27 | CHEVRON | CVX | 0.58% | $426.1M | 2,088,632 | 19.7 | $411.8B | Energy |
| 28 | CATERPILLAR INC | CAT | 0.54% | $400.9M | 485,881 | 36.2 | $389.4B | Industrials |
| 29 | MERCK & CO INC | MRK | 0.53% | $388.7M | 2,608,105 | 114.5 | $356.4B | Healthcare |
| 30 | BANK OF AMERICA | BAC | 0.51% | $377.2M | 6,874,819 | 12.2 | $381.4B | Financial Services |
| 31 | PROCTER & GAMBLE | PG | 0.49% | $363.8M | 2,457,214 | 21.5 | $344.5B | Consumer Defensive |
| 32 | UNITEDHEALTH GROUP | UNH | 0.48% | $355.1M | 948,862 | 23.9 | $337.7B | Healthcare |
| 33 | COCA-COLA | KO | 0.48% | $354.9M | 4,093,534 | 25.7 | $368.5B | Consumer Defensive |
| 34 | GE AEROSPACE | GE | 0.47% | $348.1M | 1,096,827 | 36.3 | $321.2B | Industrials |
| 35 | PALO ALTO NETWORKS | PANW | 0.45% | $334.0M | 861,533 | 876.6 | $328.6B | Technology |
| 36 | PHILIP MORRIS INTERNATIONAL | PM | 0.43% | $318.9M | 1,647,636 | 26.9 | $292.2B | Consumer Defensive |
| 37 | NETFLIX | NFLX | 0.42% | $308.9M | 4,401,826 | 20.8 | $279.2B | Communication Services |
| 38 | HOME DEPOT | HD | 0.41% | $303.1M | 1,054,061 | 19.8 | $282.0B | Consumer Cyclical |
| 39 | CROWDSTRIKE HOLDINGS CLASS A | CRWD | 0.38% | $282.3M | 1,076,448 | 7671.6 | $275.0B | Technology |
| 40 | GOLDMAN SACHS GROUP | GS | 0.38% | $281.5M | 307,791 | 13.8 | $266.3B | Financial Services |
| 41 | TEXAS INSTRUMENT INC | TXN | 0.37% | $271.5M | 965,387 | 44.4 | $268.3B | Technology |
| 42 | KLA | KLAC | 0.37% | $271.0M | 1,381,195 | 56.2 | $270.3B | Technology |
| 43 | GE VERNOVA | GEV | 0.37% | $270.5M | 281,503 | 28.0 | $263.3B | Industrials |
| 44 | SANDISK | SNDK | 0.36% | $266.5M | 154,333 | 22.1 | $254.7B | Technology |
| 45 | RTX | RTX | 0.36% | $265.9M | 1,424,733 | 32.1 | $248.9B | Industrials |
| 46 | THERMO FISHER SCIENTIFIC INC | TMO | 0.36% | $265.1M | 390,810 | 35.2 | $242.1B | Healthcare |
| 47 | WELLS FARGO | WFC | 0.35% | $256.8M | 3,196,750 | 11.5 | $243.3B | Financial Services |
| 48 | ORACLE | ORCL | 0.34% | $251.3M | 1,827,023 | 22.0 | $409.9B | Technology |
| 49 | MARVELL TECHNOLOGY | MRVL | 0.33% | $243.3M | 925,750 | 89.3 | $238.5B | Technology |
| 50 | MORGAN STANLEY | MS | 0.33% | $242.8M | 1,261,788 | 15.3 | $300.2B | Financial Services |