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Schwab U.S. Large-Cap Growth ETF(SCHG)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SCHG
10/23/2026: SCHG (5-star) is a SELL. SELL for 1 day. Simulated Profits (-0.11%). Updated daily EoD!
SCHG provides low-cost, passive exposure to a diversified portfolio of U.S. large-cap growth companies, primarily driven by the technology and communication sectors. Its main strengths are its ultra-low expense ratio, excellent liquidity, and reliable tracking of major growth-oriented benchmarks. It is an ideal core holding for long-term investors seeking capital appreciation rather than dividends. Key risks include sector concentration and sensitivity to interest rate fluctuations, which can cause significant short-term volatility. The fund is most suitable for investors with a multi-year time horizon and a tolerance for equity market fluctuations.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund specifically targets high-growth companies that align with the core objectives of a growth-focused portfolio. |
| Momentum investor | Strong fit while signal remains positive | The index methodology naturally captures large-cap leaders which often align with positive momentum trends in the market. |
| Value investor | Weak fit | The focus on growth stocks typically results in higher P/E ratios and premium valuations compared to traditional value indexes. |
| Dividend/Income investor | Weak fit | Growth companies are prioritized for capital appreciation rather than dividend yield, resulting in lower payouts. |
| Low-risk investor | Mixed fit | High concentration in growth and technology sectors can lead to significant price volatility compared to broad-market or defensive funds. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant with a high risk tolerance, seeking capital appreciation through exposure to the largest and most innovative U.S. companies.
Suitability
SCHG is best suited for long-term passive index followers who are looking for core growth exposure in their portfolios.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Growth stocks are generally more sensitive to interest rate changes and market sentiment. |
| Market risk | High | As a 100% equity fund, it is fully exposed to systemic market downturns. |
| Concentration | Medium / high | Heavy weighting in technology and communication services can lead to sector-specific performance swings. |
| Tracking/expense | Low | The fund has a very low expense ratio and historically maintains tight tracking against its index. |
| Liquidity | Low | High trading volumes ensure that investors can buy or sell large blocks without significant slippage. |
| Business/sector quality | Medium | The index approach relies on the sustained quality and innovation of the underlying large-cap growth firms. |
Risk Analysis
Volatility
SCHG exhibits historical volatility consistent with a growth-focused equity ETF, often experiencing higher standard deviation than broad-market indexes.
Market Risk
The fund is subject to significant market risk; being fully invested in growth equities means it will likely experience sharp declines during broader market sell-offs.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Information Technology | 50 | This provides core exposure to the high-growth software and hardware companies that drive the tech-heavy growth index. |
| Sector | Communication Services | 15 | Includes major internet and media platforms that offer significant growth potential in the digital economy. |
| Sector | Consumer Discretionary | 15 | Provides exposure to large retailers and e-commerce giants that benefit from strong consumer spending trends. |
| Sector | Health Care | 10 | Adds a layer of defensive growth through exposure to innovative pharmaceutical and biotech firms. |
| Sector | Other Sectors / Cash | 10 | Represents diversified exposure across remaining market sectors including industrials, financials, and small cash balances. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 59.49% | Avg. Invested days 84 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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