SCHXSchwab U.S. Large-Cap ETF

Grow my money16y track recordRanked #20 of 2,960 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%

#190 of 5,562 · low cost

Fund Size

$72.6B

#44 of 5,562 · large

Return (1Y)Goal

+26.1%

Track Record

16 years

#708 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,421+24.2%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

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 = 37.3% of fund✓ well diversified

NVIDIA Corp

6.9%

Apple Inc

6.6%

Microsoft Corp

5.9%

Amazon.com Inc

3.6%

Broadcom Inc

3.0%

Alphabet Inc

3.0%

Alphabet Inc

2.4%

Meta Platforms Inc

2.3%

Tesla Inc

1.9%

Berkshire Hathaway Inc

1.5%

Asset allocation

Stocks

99.9%

Cash

0.1%

By sector

Technology

38.3%

Financial Services

11.1%

Communication

10.3%

Consumer Cyclical

9.8%

Industrials

8.6%

Healthcare

8.4%

Consumer Defensive

4.4%

Energy

3.2%

Other

5.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.6%Moderate

Year-on-year price swings

Max drawdown

-34.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.11Strong risk-adjusted returns

Sortino (3Y)

1.62Good downside protection

Where to buy

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 stocks included in the Dow Jones U.S. Large-Cap Total Stock Market Index, which includes components ranked 1-750 by market capitalization. The fund aims to replicate the index's performance by matching stock weights, investing at least 90% of net assets in index stocks.
Inception date: November 3, 2009
Fund family: Schwab ETFs