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Upturn AI Summary
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
09/25/2026: SCHG (5-star) is a STRONG-BUY. BUY for 52 days. Simulated Profits (4.02%). Updated daily EoD!
SCHG provides efficient, low-cost exposure to US large-cap growth equities, primarily targeting the technology and consumer discretionary sectors. Its strengths include a rock-bottom expense ratio, high liquidity, and the backing of a reputable issuer like Schwab. It is best used as a core growth component in a diversified portfolio, though investors should be mindful of its inherent concentration in big tech and sensitivity to interest rate fluctuations. It is an ideal fit for long-term growth investors who can tolerate market-related volatility in exchange for potential capital appreciation.
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 equities, aligning perfectly with a growth-oriented investment philosophy. |
| Momentum investor | Strong fit while signal remains positive | It captures price leadership in the market, making it suitable for momentum strategies during bullish cycles. |
| Value investor | Weak fit | The fund focuses on growth metrics, often resulting in higher price-to-earnings ratios that do not align with traditional value investing. |
| Dividend/Income investor | Weak fit | Growth-focused companies typically reinvest earnings rather than paying significant dividends. |
| Low-risk investor | Weak fit | The portfolio's concentration in growth-oriented, high-beta sectors increases its susceptibility to market volatility. |
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation with a high risk tolerance and a multi-year time horizon.
Suitability
Best suited for long-term investors utilizing a core-satellite portfolio approach or passive index followers.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Growth stocks are generally more sensitive to market corrections and interest rate hikes. |
| Market risk | High | As an equity ETF, it is fully exposed to the fluctuations of the broad US stock market. |
| Concentration | Medium / high | Significant weight in a few large-cap tech names increases exposure to single-sector risks. |
| Tracking/expense | Low | The fund's low expense ratio and efficient structure minimize tracking error. |
| Liquidity | Low | High trading volume ensures that liquidity risks remain minimal for most investors. |
| Business/sector quality | Medium | The fund relies on the sustained competitive advantage and earnings power of top-tier growth firms. |
Risk Analysis
Volatility
SCHG exhibits historical volatility consistent with large-cap growth benchmarks, which is generally higher than the S&P 500.
Market Risk
The fund is heavily exposed to systematic risk and sector-specific shocks within the technology and consumer discretionary industries.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Information Technology | 48 | This heavy technology weighting captures the core growth drivers of the modern US economy. |
| Sector | Consumer Discretionary | 18 | This exposure provides participation in consumer-facing growth companies and e-commerce giants. |
| Sector | Communication Services | 14 | Provides exposure to major social media, advertising, and digital content platforms. |
| Sector | Health Care | 10 | Offers defensive growth exposure through innovative biotechnology and pharmaceutical firms. |
| Other | Industrials, Financials, and Others | 10 | Diversifies the growth portfolio across remaining sectors to reduce concentration risk. |
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 66.09% | Avg. Invested days 81 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 27, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $64.28B |
| Issuer | Schwab ETFs |
| Expense Ratio | 0.04% |
| Distribution Yield | 0.37% |
| Inception | Dec 11, 2009 |
Performance
| Period | Total Return |
|---|---|
| YTD | +11.44% |
| 1 Year | +13.85% |
| 3 Year | +26.37% |
| 5 Year | +14.33% |
| 10 Year | +18.83% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 18.41% |
| 3Y Volatility | 16.71% |
| 3Y Sharpe Ratio | 1.08 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 3 / 5 |
| Benchmark | S&P 500 TR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 67.79% |
| Large Cap | 21.59% |
| Mid Cap | 9.43% |
| Small Cap | 0.89% |
| Micro Cap | 0.00% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 47.65% |
| Communication Services | 13.49% |
| Consumer Cyclicals | 10.34% |
| Healthcare | 9.80% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 25.73x |
| Portfolio P/B | 6.87x |
| Portfolio P/S | 4.58x |
| Holdings Turnover | 9.0% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 12.34% |
| Apple | 11.28% |
| Microsoft | 8.69% |
| Amazon | 5.55% |
| Alphabet Class A | 4.57% |
Upturn AI Summary
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.
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