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SCHGSchwab U.S. Large-Cap Growth ETF

Grow my money16y track recordRanked #27 of 2,999 in this goal

Tracks the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index.

By Schwab ETFs · Launched 2009

Annual Cost

0.04%

#91 of 5,861 · low cost

Fund Size

$59.1B

#55 of 5,861 · large

Return (1Y)Goal

+13.5%

Track Record

16 years

#720 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,210+12.1%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Index tracking

Factor

Growth

Index tracked

Dow Jones US Large-Cap Growth Total Stock Market Index

What it actually holds

By weight

Concentration

Top 10 holdings = 57.2% of fundmoderately concentrated

NVIDIA Corp
10.8%
Apple Inc
9.8%
Microsoft Corp
7.3%
Amazon.com Inc
5.1%
Meta Platforms Inc
4.6%
Alphabet Inc
4.6%
Tesla Inc
4.2%
Broadcom Inc
3.9%
Alphabet Inc
3.6%
Eli Lilly & Co
3.2%

Asset allocation

Stocks
99.9%
Cash
0.1%

By sector

Technology
44.0%
Communication
14.1%
Consumer Cyclical
11.2%
Healthcare
9.9%
Financial Services
7.7%
Industrials
7.6%
Consumer Defensive
1.9%
Basic Materials
1.6%
Other
1.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
16.7%Moderate

Year-on-year price swings

Max drawdown
-34.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.92Decent risk-adjusted returns
Sortino (3Y)
1.33Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index.
Strategy
Invests primarily in large-cap stocks included in the Dow Jones U.S. Large-Cap Growth Total Stock Market Index, aiming to replicate the index's performance. The fund may use derivatives and cash equivalents to enhance tracking accuracy.
Inception date
December 11, 2009
Fund family
Schwab ETFs

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Data updated on 2026-08-04