SCHX
Schwab U.S. Large-Cap ETF
1W: -0.7%
1M: +4.1%
3M: +7.4%
YTD: +8.3%
1Y: +25.5%
3Y: +87.7%
5Y: +85.9%
$29.33
+0.13 (+0.45%)
Weekly Expected Move ±1.5%
$28
$29
$29
$29
$30
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
ETF-Level Metrics
AUM$68.7B
Holdings746
Top 10 Wt37.2%
Beta1.02
% Profitable90%
Coverage99%
Portfolio Valuation
P/E37.0
P/B14.8
P/S9.4
EV/EBITDA26.2
P/FCF51.3
PEG1.01
Profitability & Returns
Gross Margin54.3%
Net Margin25.3%
ROE44.3%
ROA14.6%
ROIC34.5%
Div Yield1.08%
Leverage & Liquidity
Debt/Equity0.57
Debt/Assets0.19
Net Debt/EBITDA0.0x
Interest Cov14.3x
Current Ratio1.13
Quick Ratio1.06
Growth (YoY)
Revenue+19.3%
Net Income+35.7%
EPS+36.2%
FCF+28.5%
EBITDA+28.5%
Rev CAGR 3Y+15.9%
Quality Scores
Piotroski F7.1
Altman Z14.30
IS Quality77.4
IS Overall66.2
IS Value46.3
Median P/E23.2
Sector Breakdown
12 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Technology | 125 | 37.0% | 26.7 |
| Communication Services | 30 | 10.4% | 43.3 |
| Financial Services | 107 | 10.1% | 13.4 |
| Consumer Cyclical | 83 | 9.7% | 29.3 |
| Healthcare | 85 | 8.5% | 28.1 |
| Industrials | 129 | 8.4% | 143.1 |
| Consumer Defensive | 45 | 4.7% | 19.1 |
| Energy | 30 | 3.5% | 25.1 |
| Utilities | 36 | 2.5% | -2.2 |
| Real Estate | 46 | 2.0% | 43.8 |
| Basic Materials | 30 | 1.8% | -13.0 |
| Other | 3 | 1.3% | — |
Smart Money Overlap
33 holdings with signals| Symbol | Company | Weight % | Signals | Badge | Insider Buys | Congress | Since Signal |
|---|---|---|---|---|---|---|---|
| CAT | Caterpillar Inc. | 0.61% | 4 | Bullish | 1 | 4 | +0.6% |
| IBM | International Business Machines Corporation | 0.31% | 4 | Bullish | 3 | 9 | +5.7% |
| PANW | Palo Alto Networks, Inc. | 0.30% | 4 | Bullish | 2 | 5 | +60.4% |
| BA | The Boeing Company | 0.26% | 4 | Bullish | 3 | 4 | -1.4% |
| CARR | Carrier Global Corporation | 0.07% | 4 | Bullish | 1 | 3 | -6.3% |
| PRU | Prudential Financial, Inc. | 0.05% | 4 | Bullish | 3 | 1 | +0.8% |
| WAT | Waters Corporation | 0.05% | 4 | Bullish | 2 | 1 | +5.5% |
| HBAN | Huntington Bancshares Incorporated | 0.05% | 4 | Bullish | 12 | 1 | -3.8% |
| IFF | International Flavors & Fragrances Inc. | 0.03% | 4 | Bullish | 7 | 2 | +8.8% |
| GPN | Global Payments Inc. | 0.03% | 4 | Bullish | 3 | 2 | +6.8% |
| BRO | Brown & Brown, Inc. | 0.02% | 4 | Bullish | 1 | 4 | +0.8% |
| APG | APi Group Corporation | 0.02% | 4 | Bullish | 3 | 5 | -1.3% |
| SGI | Somnigroup International Inc | 0.02% | 4 | Bullish | 2 | 4 | -9.5% |
| EPAM | EPAM Systems, Inc. | 0.01% | 4 | Bullish | 6 | 1 | -9.7% |
| MU | Micron Technology, Inc. | 1.23% | 3 | Bullish | 3 | 4 | +133.4% |
| INTC | Intel Corporation | 0.83% | 3 | Bullish | 1 | 1 | +182.0% |
| NOW | ServiceNow, Inc. | 0.16% | 3 | Bullish | 2 | 9 | +14.7% |
| ELV | Elevance Health Inc. | 0.13% | 3 | Bullish | 1 | 2 | +38.6% |
| NXPI | NXP Semiconductors N.V. | 0.12% | 3 | Bullish | 1 | 1 | +36.5% |
| EOG | EOG Resources, Inc. | 0.11% | 3 | Bullish | 0 | 1 | +25.3% |
Showing 50 of 749 holdings
· Page 1 of 15
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 8.11% | $5.8B | 25,738,550 | 32.8 | $5.2T | Technology |
| 2 | APPLE INC | AAPL | 6.62% | $4.7B | 15,548,981 | 37.1 | $4.5T | Technology |
| 3 | MICROSOFT CORP | MSFT | 4.67% | $3.3B | 7,863,506 | 24.8 | $3.1T | Technology |
| 4 | AMAZON COM INC | AMZN | 3.87% | $2.7B | 10,351,279 | 31.5 | $2.9T | Consumer Cyclical |
| 5 | ALPHABET INC CLASS A | GOOGL | 3.38% | $2.4B | 6,165,755 | 28.9 | $4.6T | Communication Services |
| 6 | BROADCOM INC | AVGO | 2.96% | $2.1B | 5,024,003 | 78.6 | $2.0T | Technology |
| 7 | ALPHABET INC CLASS C | GOOG | 2.69% | $1.9B | 4,952,134 | 28.9 | $4.6T | Communication Services |
| 8 | META PLATFORMS INC CLASS A | META | 1.98% | $1.4B | 2,317,009 | 21.9 | $1.5T | Communication Services |
| 9 | TESLA INC | TSLA | 1.75% | $1.2B | 2,980,218 | 355.4 | $1.6T | Consumer Cyclical |
| 10 | BERKSHIRE HATHAWAY INC CLASS B Private | — | 1.32% | $935.1M | 1,943,168 | — | — | — |
| 11 | MICRON TECHNOLOGY INC | MU | 1.23% | $873.4M | 1,192,426 | 35.0 | $846.9B | Technology |
| 12 | JPMORGAN CHASE | JPM | 1.22% | $863.5M | 2,857,538 | 14.5 | $820.9B | Financial Services |
| 13 | ELI LILLY | LLY | 1.21% | $856.2M | 839,812 | 37.7 | $1.0T | Healthcare |
| 14 | ADVANCED MICRO DEVICES INC | AMD | 1.09% | $773.7M | 1,727,493 | 152.2 | $762.3B | Technology |
| 15 | EXXON MOBIL CORP | XOM | 0.98% | $692.4M | 4,427,473 | 25.6 | $642.1B | Energy |
| 16 | WALMART INC | WMT | 0.86% | $608.2M | 4,645,157 | 41.6 | $958.7B | Consumer Defensive |
| 17 | INTEL CORPORATION CORP | INTC | 0.83% | $592.3M | 4,975,738 | -191.9 | $602.3B | Technology |
| 18 | VISA INC CLASS A | V | 0.83% | $589.9M | 1,782,174 | 28.3 | $630.4B | Financial Services |
| 19 | JOHNSON & JOHNSON | JNJ | 0.83% | $586.3M | 2,555,033 | 27.2 | $564.1B | Healthcare |
| 20 | COSTCO WHOLESALE CORP | COST | 0.71% | $505.5M | 470,324 | 53.4 | $456.2B | Consumer Defensive |
| 21 | CISCO SYSTEMS INC | CSCO | 0.67% | $479.1M | 4,187,262 | 39.8 | $475.6B | Technology |
| 22 | CATERPILLAR INC | CAT | 0.61% | $430.4M | 492,894 | 43.3 | $405.3B | Industrials |
| 23 | MASTERCARD INC CLASS A | MA | 0.61% | $430.3M | 863,381 | 28.5 | $440.5B | Financial Services |
| 24 | ABBVIE INC | ABBV | 0.56% | $397.7M | 1,872,169 | 105.1 | $381.1B | Healthcare |
| 25 | NETFLIX INC | NFLX | 0.56% | $394.2M | 4,472,208 | 28.0 | $373.1B | Communication Services |
| 26 | LAM RESEARCH CORP | LRCX | 0.54% | $386.9M | 1,323,686 | 56.9 | $381.9B | Technology |
| 27 | CHEVRON CORP | CVX | 0.54% | $380.4M | 1,986,869 | 34.4 | $381.3B | Energy |
| 28 | UNITEDHEALTH GROUP INC | UNH | 0.52% | $368.4M | 960,499 | 29.4 | $352.8B | Healthcare |
| 29 | BANK OF AMERICA CORP | BAC | 0.51% | $360.5M | 7,031,746 | 11.9 | $367.6B | Financial Services |
| 30 | APPLIED MATERIAL INC | AMAT | 0.51% | $359.3M | 841,179 | 40.3 | $343.0B | Technology |
| 31 | PROCTER & GAMBLE | PG | 0.49% | $351.3M | 2,464,477 | 20.9 | $336.3B | Consumer Defensive |
| 32 | ORACLE CORP | ORCL | 0.48% | $338.6M | 1,798,086 | 33.8 | $552.4B | Technology |
| 33 | COCA-COLA | KO | 0.47% | $335.2M | 4,107,655 | 25.6 | $350.6B | Consumer Defensive |
| 34 | GE AEROSPACE | GE | 0.47% | $333.6M | 1,110,731 | 36.3 | $316.4B | Industrials |
| 35 | PALANTIR TECHNOLOGIES INC CLASS A | PLTR | 0.47% | $332.2M | 2,420,801 | 143.6 | $314.3B | Technology |
| 36 | HOME DEPOT INC | HD | 0.46% | $327.7M | 1,054,314 | 22.2 | $311.8B | Consumer Cyclical |
| 37 | GOLDMAN SACHS GROUP INC | GS | 0.44% | $312.0M | 317,486 | 16.8 | $294.0B | Financial Services |
| 38 | PHILIP MORRIS INTERNATIONAL INC | PM | 0.44% | $311.4M | 1,649,669 | 26.6 | $294.6B | Consumer Defensive |
| 39 | MERCK & CO INC | MRK | 0.42% | $297.4M | 2,630,439 | 33.9 | $302.3B | Healthcare |
| 40 | TEXAS INSTRUMENT INC | TXN | 0.41% | $293.5M | 962,000 | 52.4 | $281.4B | Technology |
| 41 | GE VERNOVA INC | GEV | 0.41% | $292.7M | 285,540 | 29.8 | $279.1B | Utilities |
| 42 | KLA CORP | KLAC | 0.36% | $254.2M | 138,834 | 52.9 | $246.7B | Technology |
| 43 | MORGAN STANLEY | MS | 0.36% | $252.2M | 1,274,256 | 17.4 | $317.1B | Financial Services |
| 44 | LINDE PLC | LIN | 0.35% | $251.0M | 495,118 | 33.7 | $239.4B | Basic Materials |
| 45 | RTX CORP | RTX | 0.35% | $249.0M | 1,423,119 | 32.9 | $238.4B | Industrials |
| 46 | WELLS FARGO | WFC | 0.35% | $248.8M | 3,279,035 | 11.2 | $233.8B | Financial Services |
| 47 | CITIGROUP INC | C | 0.33% | $231.6M | 1,853,823 | 13.6 | $214.5B | Financial Services |
| 48 | QUALCOMM INC | QCOM | 0.32% | $228.9M | 1,129,710 | 25.6 | $251.0B | Technology |
| 49 | INTERNATIONAL BUSINESS MACHINES CO | IBM | 0.31% | $223.2M | 991,224 | 22.2 | $238.6B | Technology |
| 50 | PEPSICO INC | PEP | 0.30% | $216.4M | 1,448,659 | 23.5 | $205.8B | Consumer Defensive |