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Schwab U.S. Large-Cap Growth ETF (SCHG)SCHG
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Upturn Advisory Summary
09/16/2024: SCHG (4-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: PASS |
Profit: 26.39% | Upturn Advisory Performance 3 | Avg. Invested days: 57 |
Profits based on simulation | ETF Returns Performance 4 | Last Close 09/16/2024 |
Type: ETF | Today’s Advisory: PASS |
Profit: 26.39% | Avg. Invested days: 57 |
Upturn Star Rating | ETF Returns Performance 4 |
Profits based on simulation Last Close 09/16/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 1331383 | Beta 1.17 |
52 Weeks Range 69.45 - 105.63 | Updated Date 10/3/2024 |
52 Weeks Range 69.45 - 105.63 | Updated Date 10/3/2024 |
AI Summarization
ETF Schwab U.S. Large-Cap Growth ETF (SCHG) Overview
Profile:
Schwab U.S. Large-Cap Growth ETF (SCHG) is a passively managed ETF that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. This index comprises a broad range of large-capitalization U.S. companies with a focus on growth characteristics.
Objective:
The ETF's primary objective is to provide long-term capital appreciation by investing in the equity securities of large-cap companies exhibiting above-average growth potential.
Issuer:
The issuer is Charles Schwab Investment Management, Inc. (Schwab), a subsidiary of The Charles Schwab Corporation, a leading financial services company with a strong reputation and history of over 45 years.
Market Share:
SCHG boasts a significant market share within the U.S. Large-Cap Growth ETF space, consistently ranking in the top 10 of its category.
Total Net Assets:
As of November 9, 2023, SCHG has over $71 billion in Total Net Assets.
Moat:
SCHG's competitive advantages include its low expense ratio, diversified portfolio, and track record of performance. Additionally, Schwab's established presence and reputation in the financial services industry further solidify the ETF's position.
Financial Performance:
SCHG has historically outperformed its benchmark index, generating higher total returns over various time horizons.
Benchmark Comparison:
SCHG tracks the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. Its performance has outpaced the index on a net return basis across different timeframes.
Growth Trajectory:
The ETF has experienced steady growth in net assets and market share, reflecting investor confidence in its strategy and performance.
Liquidity:
SCHG demonstrates high liquidity with an average daily trading volume exceeding 10 million shares. The bid-ask spread also remains tight, suggesting efficient trading execution.
Market Dynamics:
Factors influencing SCHG's market environment include economic growth, interest rate levels, and sector-specific developments within the large-cap growth space.
Competitors:
Key competitors in the U.S. Large-Cap Growth ETF space include IVV (iShares CORE S&P 500 Growth ETF), VUG (Vanguard Growth ETF), and MGK (iShares Russell Mid-Cap Growth ETF).
Expense Ratio:
SCHG's expense ratio is 0.04%, significantly lower than the average expense ratio for ETFs in its category.
Investment Approach and Strategy:
SCHG tracks a broad market index, passively investing in large-cap growth stocks. This approach aims to replicate the performance of the underlying index with minimal tracking error.
Key Points:
- Low expense ratio.
- Diversified portfolio of large-cap growth stocks.
- Consistent track record of outperforming the benchmark.
- High liquidity and tight bid-ask spread.
Risks:
- Market volatility associated with the large-cap growth sector.
- Potential for lower returns in bear market conditions.
- Concentration risk due to the ETF's focus on large-cap companies.
Who Should Consider Investing:
SCHG is suitable for investors seeking:
- Long-term capital appreciation.
- Exposure to U.S. large-cap growth stocks.
- Diversification with lower expense ratios.
- Passive investment management.
Fundamental Rating Based on AI:
9/10
Analysis: AI models consider various factors, including SCHG's financial health, market position, and future prospects. The high AI rating signifies strong fundamentals across these dimensions. This rating suggests potential for long-term value and outperformance compared to peers.
Resources and Disclaimers:
This analysis utilizes data primarily from the following sources:
- https://www.schwab.com/pro/insights/content/schg-etf-strategy
- https://www.ishares.com/us/products/etf/overview/ivv
- https://investor.vanguard.com/etf/profile/overview/vug
- https://www.blackrock.com/us/individual/products/etf/mgk-ishares-russell-midcap-growth-etf
- https://etfdb.com/etf/SCHG/overview/
The information provided should not be considered investment advice. Investors should carefully review the ETF's prospectus and conduct their own due diligence before making any investment decisions.
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
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.