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SCHG

Schwab U.S. Large-Cap Growth ETF
1W: -1.2% 1M: -4.1% 3M: -10.0% YTD: -9.1% 1Y: +12.8% 3Y: +92.4% 5Y: +89.8%
$29.54
+0.18 (+0.61%)
After Hours: $29.45 (-0.09, -0.30%)
ETF AMEX · AUM $50.2B
ETF-Level Metrics
AUM$50.2B
Holdings196
Top 10 Wt57.5%
Beta1.19
% Profitable84%
Coverage100%
Portfolio Valuation
P/E35.4
P/B14.2
P/S9.2
EV/EBITDA24.6
P/FCF45.6
PEG1.02
Profitability & Returns
Gross Margin53.6%
Net Margin26.1%
ROE45.2%
ROA22.3%
ROIC36.8%
Div Yield0.48%
Leverage & Liquidity
Debt/Equity0.39
Debt/Assets0.20
Net Debt/EBITDA0.1x
Interest Cov78.5x
Current Ratio1.42
Quick Ratio1.32
Growth (YoY)
Revenue+23.9%
Net Income+37.7%
EPS+38.7%
FCF+35.1%
EBITDA+32.6%
Rev CAGR 3Y+20.0%
Quality Scores
Piotroski F7.2
Altman Z17.89
IS Quality82.0
IS Overall71.4
IS Value39.6
Median P/E29.9

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 56 44.5% 9.3
Communication Services 14 16.2% 33.1
Consumer Cyclical 23 12.4% 167.7
Healthcare 31 8.7% 23.0
Financial Services 22 7.0% 6.4
Industrials 31 5.2% 40.7
Consumer Defensive 4 1.9% 47.8
Basic Materials 4 1.4% 32.0
Utilities 4 1.4% -13.2
Energy 4 0.8% 36.3
Real Estate 3 0.5% 32.8
Other 2 0.0%

Smart Money Overlap

20 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
META Meta Platforms, Inc. 4.47% 4 Bullish 42 14 +0.2%
AVGO Broadcom Inc. 3.99% 4 Bullish 1 10 -0.9%
V Visa Inc. 1.97% 4 Bullish 7 12 -3.7%
NFLX Netflix, Inc. 1.56% 4 Bullish 71 13 -5.0%
MA Mastercard Incorporated 1.56% 4 Bullish 13 3 -2.8%
UNH UnitedHealth Group Incorporated 1.00% 4 Bullish 7 8 -4.1%
GEV GE Vernova Inc. 0.91% 4 Bullish 8 7 +5.7%
LIN Linde plc 0.89% 4 Bullish 10 3 +2.1%
DIS The Walt Disney Company 0.69% 4 Bullish 28 3 -3.5%
UBER Uber Technologies, Inc. 0.62% 4 Bullish 7 3 -3.8%
SPGI S&P Global Inc. 0.52% 4 Bullish 3 1 +4.8%
NOW ServiceNow, Inc. 0.46% 4 Bullish 2 12 -4.6%
TMUS T-Mobile US, Inc. 0.39% 4 Bullish 3 1 -1.4%
REGN Regeneron Pharmaceuticals, Inc. 0.29% 4 Bullish 16 1 -4.2%
HLT Hilton Worldwide Holdings Inc. 0.27% 4 Bullish 7 2 -3.2%
KKR KKR & Co. Inc. 0.24% 4 Bullish 13 1 -5.2%
WAT Waters Corporation 0.11% 4 Bullish 24 1 -0.1%
HUM Humana Inc. 0.08% 4 Bullish 1 2 -3.8%
CRS Carpenter Technology Corporation 0.08% 4 Bullish 10 5 +21.7%
FCNCA First Citizens BancShares, Inc. 0.07% 4 Bullish 9 1 +4.0%
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 36.2 $4.3T Technology
2 APPLE INC AAPL 9.54% $4.7B 18,850,651 31.6 $3.7T Technology
3 MICROSOFT CORP MSFT 7.52% $3.7B 9,480,176 23.1 $2.8T Technology
4 AMAZON COM INC AMZN 5.27% $2.6B 12,403,732 29.2 $2.3T Consumer Cyclical
5 ALPHABET INC CLASS A GOOGL 4.62% $2.3B 7,421,903 26.6 $3.5T 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 5,314,768 328.7 $1.4T Consumer Cyclical
8 BROADCOM INC AVGO 3.99% $2.0B 6,238,246 60.5 $1.5T Technology
9 ALPHABET INC CLASS C GOOG 3.68% $1.8B 5,930,951 26.6 $3.5T Communication Services
10 ELI LILLY LLY 2.84% $1.4B 1,528,488 39.9 $865.9B Healthcare
11 VISA INC CLASS A V 1.97% $967.4M 3,248,336 28.1 $587.9B Financial Services
12 COSTCO WHOLESALE CORP COST 1.69% $832.7M 853,165 50.6 $432.5B Consumer Defensive
13 NETFLIX INC NFLX 1.56% $769.6M 8,159,688 35.5 $391.0B Communication Services
14 MASTERCARD INC CLASS A MA 1.56% $767.8M 1,578,150 30.1 $448.7B Financial Services
15 PALANTIR TECHNOLOGIES INC CLASS A PLTR 1.36% $669.2M 4,398,140 227.6 $355.1B Technology
16 ADVANCED MICRO DEVICES INC AMD 1.27% $622.6M 3,134,104 82.8 $359.1B Technology
17 GE AEROSPACE GE 1.24% $608.6M 2,030,277 36.4 $312.8B Industrials
18 UNITEDHEALTH GROUP INC UNH 1.00% $493.7M 1,743,442 20.4 $245.6B Healthcare
19 GE VERNOVA INC GEV 0.91% $446.4M 522,120 51.4 $250.6B Utilities
20 LINDE PLC LIN 0.89% $437.4M 898,802 33.1 $228.1B Basic Materials
21 KLA CORP KLAC 0.76% $373.5M 252,981 44.5 $202.8B Technology
22 SALESFORCE INC CRM 0.72% $354.7M 1,832,653 22.8 $170.5B Technology
23 WALT DISNEY DIS 0.69% $340.5M 3,438,871 14.0 $170.2B Communication Services
24 THERMO FISHER SCIENTIFIC INC TMO 0.68% $334.6M 723,024 27.5 $182.3B Healthcare
25 INTUITIVE SURGICAL INC ISRG 0.66% $324.6M 682,233 58.4 $166.9B Healthcare
26 UBER TECHNOLOGIES INC UBER 0.62% $305.4M 3,999,467 15.1 $151.8B Technology
27 BOOKING HOLDINGS INC BKNG 0.55% $270.5M 61,971 25.4 $136.6B Consumer Cyclical
28 ARISTA NETWORKS INC ANET 0.55% $269.4M 1,988,057 48.4 $170.0B Technology
29 BLACKROCK INC BLK 0.54% $267.8M 277,669 27.4 $152.6B Financial Services
30 PALO ALTO NETWORKS INC PANW 0.52% $257.4M 1,530,220 83.1 $104.4B Technology
31 S&P GLOBAL INC SPGI 0.52% $253.6M 596,821 27.6 $123.7B Financial Services
32 INTUIT INC INTU 0.49% $239.2M 537,497 27.4 $118.8B Technology
33 DANAHER CORP DHR 0.47% $230.8M 1,209,933 36.6 $132.3B Healthcare
34 APPLOVIN CORP CLASS A APP 0.47% $229.8M 521,340 44.3 $147.6B Technology
35 SERVICENOW INC NOW 0.46% $226.4M 1,999,441 61.3 $107.8B Technology
36 PROGRESSIVE CORP PGR 0.46% $226.2M 1,129,055 10.6 $118.8B Financial Services
37 PARKER-HANNIFIN CORP PH 0.45% $220.7M 242,901 32.9 $116.3B Industrials
38 VERTEX PHARMACEUTICALS INC VRTX 0.45% $219.6M 488,236 29.2 $115.6B Healthcare
39 MCKESSON CORP MCK 0.44% $217.7M 237,543 25.0 $108.6B Healthcare
40 CROWDSTRIKE HOLDINGS INC CLASS A CRWD 0.43% $209.9M 483,494 -532.0 $97.9B Technology
41 ADOBE INC ADBE 0.40% $197.8M 807,374 13.5 $97.4B Technology
42 VERTIV HOLDINGS CLASS A VRT 0.39% $194.2M 736,426 79.2 $105.7B Industrials
43 T MOBILE US INC TMUS 0.39% $190.8M 927,130 21.4 $236.4B Communication Services
44 CONSTELLATION ENERGY CORP CEG 0.39% $189.9M 601,069 40.9 $94.7B Utilities
45 EQUINIX REIT INC EQIX 0.37% $183.3M 189,011 70.3 $94.9B Real Estate
46 TRANE TECHNOLOGIES PLC TT 0.37% $181.4M 426,852 33.2 $96.2B Industrials
47 QUANTA SERVICES INC PWR 0.33% $163.5M 287,065 84.6 $85.8B Industrials
48 SYNOPSYS INC SNPS 0.31% $152.8M 357,894 59.7 $78.6B Technology
49 CADENCE DESIGN SYSTEMS INC CDNS 0.31% $151.6M 525,598 68.7 $76.7B Technology
50 REGENERON PHARMACEUTICALS INC REGN 0.29% $143.8M 193,956 17.1 $77.9B Healthcare

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