Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Schwab U.S. Large-Cap Growth ETF (SCHG)
Top performer
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: SCHG (4-star) is a STRONG-BUY. BUY since 66 days. Profits (13.89%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 63.51% | Avg. Invested days 77 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.13 | 52 Weeks Range 21.35 - 29.09 | Updated Date 06/29/2025 |
52 Weeks Range 21.35 - 29.09 | Updated Date 06/29/2025 |
Upturn AI SWOT
Schwab U.S. Large-Cap Growth ETF
ETF Overview
Overview
The Schwab U.S. Large-Cap Growth ETF (SCHG) seeks to track the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index, reflecting the performance of the large-cap growth segment of the U.S. equity market. It offers exposure to growth stocks within the large-cap space, providing a focused approach to growth-oriented investments. It emphasizes companies with high growth potential within the U.S. economy.
Reputation and Reliability
Schwab is a well-established and reputable financial services firm with a long history of providing investment products and services.
Management Expertise
Schwab has a strong track record in managing ETFs, with experienced professionals overseeing the portfolio management and investment strategy of its funds.
Investment Objective
Goal
The primary investment goal of SCHG is to track the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index.
Investment Approach and Strategy
Strategy: SCHG employs a passive management strategy, aiming to replicate the performance of its benchmark index.
Composition The ETF predominantly holds large-cap U.S. growth stocks, focusing on companies with high growth characteristics.
Market Position
Market Share: SCHG holds a substantial market share within the large-cap growth ETF segment.
Total Net Assets (AUM): 24890000000
Competitors
Key Competitors
- Vanguard Growth ETF (VUG)
- iShares Core S&P U.S. Growth ETF (IUSG)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
The large-cap growth ETF market is highly competitive, with several major players offering similar products. SCHG competes primarily on cost and tracking accuracy. Its low expense ratio gives it a competitive edge, while VUG offers a slightly broader diversification within the growth space. QQQ focuses on the Nasdaq-100, giving it a tech-heavy tilt, a distinction not matched by SCHG's broader market composition.
Financial Performance
Historical Performance: Historical performance data for SCHG should be reviewed over various periods (e.g., 1-year, 3-year, 5-year, 10-year) to understand its track record.
Benchmark Comparison: The ETF's performance closely mirrors the Dow Jones U.S. Large-Cap Growth Total Stock Market Index.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
SCHG exhibits high liquidity, with robust average daily trading volumes, making it easy for investors to buy and sell shares.
Bid-Ask Spread
The bid-ask spread for SCHG is generally tight, indicating efficient trading and minimal transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and sector-specific trends within the technology and consumer discretionary sectors can significantly impact SCHG's performance.
Growth Trajectory
SCHG's growth trajectory is tied to the performance of large-cap U.S. growth stocks and has shown substantial gains particularly during periods of economic expansion and technological advancement. No changes to strategy and holdings were identified.
Moat and Competitive Advantages
Competitive Edge
SCHG's primary competitive advantage is its low expense ratio, making it an attractive option for cost-conscious investors seeking exposure to large-cap growth stocks. Its affiliation with Schwab, a well-known and trusted brand, also enhances its appeal. The ETF's passive investment strategy, which aims to track the Dow Jones U.S. Large-Cap Growth Total Stock Market Index, provides transparency and predictability. SCHG's concentrated investment in top growth names provides the potential for better returns but also increased risk.
Risk Analysis
Volatility
SCHG exhibits moderate to high volatility, typical of growth-oriented investments.
Market Risk
SCHG is exposed to market risk, as the value of its holdings can fluctuate based on overall market conditions and investor sentiment. Sector concentration risk (especially in technology) is also a factor.
Investor Profile
Ideal Investor Profile
The ideal investor for SCHG is someone seeking exposure to large-cap U.S. growth stocks and willing to tolerate moderate to high volatility in exchange for potential capital appreciation.
Market Risk
SCHG is best suited for long-term investors with a growth-oriented investment strategy.
Summary
Schwab U.S. Large-Cap Growth ETF (SCHG) offers a cost-effective way to invest in leading U.S. large-cap growth companies. It tracks the Dow Jones U.S. Large-Cap Growth Total Stock Market Index, providing targeted exposure to growth stocks. With a low expense ratio and high liquidity, it's well-suited for long-term investors seeking capital appreciation. Investors should, however, be mindful of the volatility associated with growth stocks and potential sector concentration risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- Morningstar
- Bloomberg
- Dow Jones
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market conditions can change rapidly, and past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Schwab U.S. Large-Cap Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
To pursue its goal, the fund generally invests in stocks that are included in the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. The index includes the large-cap growth portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as growth based on a number of factors.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.