SCHX
Schwab U.S. Large-Cap ETF
1W: -0.5%
1M: -4.4%
3M: -4.3%
YTD: -4.0%
1Y: +15.0%
3Y: +73.2%
5Y: +75.1%
$25.90
+0.08 (+0.31%)
After Hours: $25.79 (-0.11, -0.42%)
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Weather
ETF-Level Metrics
AUM$64.4B
Holdings749
Top 10 Wt34.9%
Beta1.03
% Profitable89%
Coverage98%
Portfolio Valuation
P/E33.8
P/B11.9
P/S7.9
EV/EBITDA23.2
P/FCF42.0
PEG1.51
Profitability & Returns
Gross Margin51.2%
Net Margin23.2%
ROE38.9%
ROA12.4%
ROIC32.0%
Div Yield1.21%
Leverage & Liquidity
Debt/Equity0.58
Debt/Assets0.19
Net Debt/EBITDA0.1x
Interest Cov12.0x
Current Ratio1.12
Quick Ratio1.05
Growth (YoY)
Revenue+17.5%
Net Income+30.7%
EPS+31.7%
FCF+31.0%
EBITDA+26.2%
Rev CAGR 3Y+14.1%
Quality Scores
Piotroski F6.9
Altman Z11.73
IS Quality76.1
IS Overall64.3
IS Value45.6
Median P/E22.6
Sector Breakdown
12 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Technology | 126 | 33.2% | 46.2 |
| Financial Services | 107 | 10.7% | 12.9 |
| Communication Services | 30 | 10.3% | 52.4 |
| Consumer Cyclical | 79 | 9.8% | 67.6 |
| Healthcare | 87 | 9.5% | 19.8 |
| Industrials | 132 | 9.1% | 32.2 |
| Consumer Defensive | 45 | 5.1% | 21.8 |
| Energy | 31 | 3.9% | 23.2 |
| Utilities | 36 | 2.9% | 18.4 |
| Real Estate | 47 | 2.2% | 85.2 |
| Basic Materials | 29 | 1.9% | 1.2 |
| Other | 3 | 1.5% | — |
Smart Money Overlap
87 holdings with signals| Symbol | Company | Weight % | Signals | Badge | Insider Buys | Congress | Since Signal |
|---|---|---|---|---|---|---|---|
| AVGO | Broadcom Inc. | 2.49% | 4 | Bullish | 1 | 10 | -0.9% |
| META | Meta Platforms, Inc. | 2.24% | 4 | Bullish | 42 | 14 | +0.2% |
| JPM | JPMorgan Chase & Co. | 1.31% | 4 | Bullish | 14 | 9 | -3.5% |
| JNJ | Johnson & Johnson | 0.95% | 4 | Bullish | 12 | 2 | -0.9% |
| WMT | Walmart Inc. | 0.89% | 4 | Bullish | 21 | 3 | +2.2% |
| V | Visa Inc. | 0.84% | 4 | Bullish | 7 | 12 | -3.7% |
| NFLX | Netflix, Inc. | 0.67% | 4 | Bullish | 71 | 13 | -5.0% |
| MA | Mastercard Incorporated | 0.67% | 4 | Bullish | 13 | 3 | -2.8% |
| CAT | Caterpillar Inc. | 0.54% | 4 | Bullish | 10 | 6 | -4.4% |
| CSCO | Cisco Systems, Inc. | 0.51% | 4 | Bullish | 5 | 6 | +3.7% |
| MRK | Merck & Co., Inc. | 0.47% | 4 | Bullish | 11 | 2 | +0.9% |
| RTX | RTX Corporation | 0.46% | 4 | Bullish | 18 | 3 | -0.4% |
| UNH | UnitedHealth Group Incorporated | 0.43% | 4 | Bullish | 7 | 8 | -4.1% |
| IBM | International Business Machines Corporation | 0.39% | 4 | Bullish | 10 | 8 | -0.2% |
| GEV | GE Vernova Inc. | 0.39% | 4 | Bullish | 8 | 7 | +5.7% |
| LIN | Linde plc | 0.38% | 4 | Bullish | 10 | 3 | +2.1% |
| MCD | McDonald's Corporation | 0.37% | 4 | Bullish | 11 | 1 | -4.3% |
| INTC | Intel Corporation | 0.34% | 4 | Bullish | 2 | 2 | +3.4% |
| T | AT&T Inc. | 0.32% | 4 | Bullish | 29 | 5 | +3.0% |
| C | Citigroup Inc. | 0.32% | 4 | Bullish | 36 | 9 | -2.5% |
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 | 36.2 | $4.3T | Technology |
| 2 | APPLE INC | AAPL | 6.15% | $3.8B | 15,304,676 | 31.6 | $3.7T | Technology |
| 3 | MICROSOFT CORP | MSFT | 4.85% | $3.0B | 7,697,271 | 23.1 | $2.8T | Technology |
| 4 | AMAZON COM INC | AMZN | 3.40% | $2.1B | 10,081,388 | 29.2 | $2.3T | Consumer Cyclical |
| 5 | ALPHABET INC CLASS A | GOOGL | 2.98% | $1.8B | 6,025,145 | 26.6 | $3.5T | Communication Services |
| 6 | BROADCOM INC | AVGO | 2.49% | $1.5B | 4,893,235 | 60.5 | $1.5T | Technology |
| 7 | ALPHABET INC CLASS C | GOOG | 2.37% | $1.5B | 4,815,449 | 26.6 | $3.5T | 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 | 328.7 | $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 | 14.4 | $796.8B | Financial Services |
| 12 | ELI LILLY | LLY | 1.22% | $753.8M | 823,091 | 39.9 | $865.9B | Healthcare |
| 13 | EXXON MOBIL CORP | XOM | 1.11% | $686.9M | 4,369,501 | 24.5 | $680.3B | Energy |
| 14 | JOHNSON & JOHNSON | JNJ | 0.95% | $590.9M | 2,496,402 | 21.7 | $578.2B | Healthcare |
| 15 | WALMART INC | WMT | 0.89% | $553.0M | 4,545,135 | 44.8 | $981.1B | Consumer Defensive |
| 16 | MICRON TECHNOLOGY INC | MU | 0.86% | $536.0M | 1,163,758 | 17.8 | $430.9B | Technology |
| 17 | VISA INC CLASS A | V | 0.84% | $521.6M | 1,748,688 | 28.1 | $587.9B | Financial Services |
| 18 | COSTCO WHOLESALE CORP | COST | 0.72% | $449.0M | 459,339 | 50.6 | $432.5B | Consumer Defensive |
| 19 | NETFLIX INC | NFLX | 0.67% | $414.7M | 4,390,022 | 35.5 | $391.0B | Communication Services |
| 20 | MASTERCARD INC CLASS A | MA | 0.67% | $414.0M | 849,671 | 30.1 | $448.7B | Financial Services |
| 21 | CHEVRON CORP | CVX | 0.63% | $388.7M | 1,962,222 | 33.2 | $410.2B | Energy |
| 22 | ABBVIE INC | ABBV | 0.61% | $380.7M | 1,831,740 | 87.3 | $366.3B | Healthcare |
| 23 | PALANTIR TECHNOLOGIES INC CLASS A | PLTR | 0.58% | $360.9M | 2,368,547 | 227.6 | $355.1B | Technology |
| 24 | PROCTER & GAMBLE | PG | 0.57% | $354.4M | 2,421,336 | 21.2 | $336.3B | Consumer Defensive |
| 25 | HOME DEPOT INC | HD | 0.55% | $340.5M | 1,031,451 | 23.3 | $331.2B | Consumer Cyclical |
| 26 | CATERPILLAR INC | CAT | 0.54% | $335.7M | 485,148 | 37.8 | $336.5B | Industrials |
| 27 | ADVANCED MICRO DEVICES INC | AMD | 0.54% | $335.5M | 1,686,357 | 82.8 | $359.1B | Technology |
| 28 | GE AEROSPACE | GE | 0.53% | $328.1M | 1,092,963 | 36.4 | $312.8B | Industrials |
| 29 | BANK OF AMERICA CORP | BAC | 0.52% | $325.3M | 6,962,751 | 11.8 | $356.0B | Financial Services |
| 30 | CISCO SYSTEMS INC | CSCO | 0.51% | $315.9M | 4,081,243 | 29.2 | $323.3B | Technology |
| 31 | COCA-COLA | KO | 0.49% | $303.9M | 4,010,707 | 24.7 | $323.6B | Consumer Defensive |
| 32 | MERCK & CO INC | MRK | 0.47% | $293.6M | 2,570,963 | 16.3 | $295.1B | Healthcare |
| 33 | LAM RESEARCH CORP | LRCX | 0.47% | $291.9M | 1,302,201 | 47.3 | $291.5B | Technology |
| 34 | APPLIED MATERIAL INC | AMAT | 0.46% | $287.6M | 825,018 | 37.4 | $293.1B | Technology |
| 35 | RTX CORP | RTX | 0.46% | $283.4M | 1,388,948 | 39.0 | $261.7B | Industrials |
| 36 | PHILIP MORRIS INTERNATIONAL INC | PM | 0.43% | $267.5M | 1,613,856 | 22.7 | $257.6B | Consumer Defensive |
| 37 | UNITEDHEALTH GROUP INC | UNH | 0.43% | $266.3M | 938,949 | 20.4 | $245.6B | Healthcare |
| 38 | ORACLE CORP | ORCL | 0.43% | $265.7M | 1,741,741 | 25.7 | $419.8B | Technology |
| 39 | GOLDMAN SACHS GROUP INC | GS | 0.40% | $249.6M | 310,631 | 15.3 | $252.5B | Financial Services |
| 40 | WELLS FARGO | WFC | 0.40% | $247.1M | 3,251,284 | 12.0 | $247.7B | Financial Services |
| 41 | INTERNATIONAL BUSINESS MACHINES CO | IBM | 0.39% | $243.0M | 968,129 | 21.3 | $226.4B | Technology |
| 42 | GE VERNOVA INC | GEV | 0.39% | $240.6M | 280,984 | 51.4 | $250.6B | Utilities |
| 43 | LINDE PLC | LIN | 0.38% | $235.7M | 483,554 | 33.1 | $228.1B | Basic Materials |
| 44 | MCDONALDS CORP | MCD | 0.37% | $232.4M | 737,907 | 26.0 | $222.4B | Consumer Cyclical |
| 45 | PEPSICO INC | PEP | 0.35% | $217.0M | 1,416,529 | 25.2 | $207.5B | Consumer Defensive |
| 46 | VERIZON COMMUNICATIONS INC | VZ | 0.35% | $216.2M | 4,370,455 | 12.4 | $212.4B | Communication Services |
| 47 | INTEL CORPORATION CORP | INTC | 0.34% | $208.7M | 4,645,711 | -858.1 | $235.7B | Technology |
| 48 | KLA CORP | KLAC | 0.32% | $201.5M | 136,250 | 44.5 | $202.8B | Technology |
| 49 | AT&T INC | T | 0.32% | $201.1M | 7,354,397 | 9.4 | $204.4B | Communication Services |
| 50 | CITIGROUP INC | C | 0.32% | $200.9M | 1,853,370 | 14.6 | $200.3B | Financial Services |