ETFRank
Schwab

Schwab U.S. Large-Cap ETF

Ticker SCHX · US Equity · NYSE Arca
ETFDow Jones U.S. Large-Cap Total Stock Market Index
+ PortafoglioConfronta
TER p.a.
0.03%
Distribution
Distributing
Replication
Physical
Fund size
$71B
Inception
Nov 2009
Holdings
752
OverviewChartBasicsHoldingsReturnsRisk

Quote

$29.05
-0.79 | -2.65%
day
$23.49$29.92
52-week range
EOD close · USD

Description

US Equity ETF from Schwab, tracking the Dow Jones U.S. Large-Cap Total Stock Market Index index.

Dow Jones U.S. Large-Cap Total Stock Market IndexUS Equity752 holdings

Chart

Performance (1A): +76.86%

Basics

IndexDow Jones U.S. Large-Cap Total Stock Market Index
Investment focusUS Equity
Fund size$71B
Expense ratio (TER)0.03% p.a.
ReplicationPhysical (full replication)
Legal structureETF
CurrencyUSD
1-year volatility12.30%
InceptionNov 2009
Distribution policyDistributing
Dividend yield1.03%
IssuerSchwab

Other ETFs with a similar objective to SCHX.

Holdings

Holdings of Schwab U.S. Large-Cap ETF.

Countries
United States96.60%
Ireland2.10%
Other0.50%
Switzerland0.30%
Bermuda0.20%
Liberia0.10%
Sectors
Information Technology31.50%
Financials12.40%
Communication Services10.20%
Industrials10.00%
Consumer Discretionary9.90%
Health Care9.80%

Returns

Returns overview
YTD+7.95%
1 month+1.93%
3 months+8.07%
6 months+8.11%
1 year+23.09%
3 years+76.81%
5 years+71.27%
Since inception (MAX)+76.86%
2026+8.0%
2025+16.1%
2024+23.3%
2023+24.9%
2022-20.7%
Monthly returns (heatmap)
JanFebMarAprMayJunJulAugSepOctNovDec
20261.2-0.7-5.210.35.2-2.4
20253.0-1.5-6.1-0.76.24.92.52.13.02.40.1-0.3
20241.55.42.9-4.14.73.11.42.31.8-0.86.5-3.0
20236.6-2.33.01.30.66.23.5-1.7-5.0-2.49.44.4
2022-5.7-2.83.2-9.0-0.3-8.69.2-3.9-9.67.85.5-6.2
20210.62.22.32.9-4.96.9-1.33.7

Risk

Returns include dividends (if any).

1-year volatility12.30%
3-year volatility15.00%
5-year volatility17.16%
1-year Sharpe1.53
Max drawdown 1-year-9.28%
Max drawdown 3-year-19.28%
Max drawdown since inception-26.25%

Holdings from SEC filings. End-of-day (EOD) closing prices. Information on this page is not investment advice. Past performance is no guarantee of future results.