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SCHXSchwab U.S. Large-Cap ETF

Grow my money16y track recordRanked #18 of 2,993 in this goal

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

By Schwab ETFs · Launched 2009

Annual Cost

0.03%

#40 of 5,853 · low cost

Fund Size

$71.6B

#46 of 5,853 · large

Return (1Y)Goal

+18.5%

Track Record

16 years

#694 of 5,853 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,732+17.3%

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

Index tracked

Dow Jones US Large-Cap Total Stock Market Index

What it actually holds

By weight

Concentration

Top 10 holdings = 34.4% of fundwell diversified

NVIDIA Corp
6.9%
Apple Inc
6.3%
Microsoft Corp
4.7%
Amazon.com Inc
3.3%
Alphabet Inc
2.9%
Broadcom Inc
2.4%
Alphabet Inc
2.3%
Meta Platforms Inc
2.3%
Tesla Inc
1.8%
Berkshire Hathaway Inc
1.5%

Asset allocation

Stocks
100.0%
Cash
0.1%

By sector

Technology
36.7%
Financial Services
11.7%
Communication
9.7%
Consumer Cyclical
9.6%
Industrials
9.4%
Healthcare
9.2%
Consumer Defensive
4.6%
Energy
3.1%
Other
6.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
12.9%Moderate

Year-on-year price swings

Max drawdown
-34.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.01Strong risk-adjusted returns
Sortino (3Y)
1.46Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index.
Strategy
Invests primarily in large-cap stocks included in the Dow Jones U.S. Large-Cap Total Stock Market Index, aiming to replicate its performance. The fund may also use derivatives and invest in cash equivalents to enhance tracking accuracy.
Inception date
November 3, 2009
Fund family
Schwab ETFs

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Data updated on 2026-08-02