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Schwab U.S. Large-Cap Growth ETF (SCHG)
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Upturn Advisory Summary
11/05/2025: SCHG (4-star) is a STRONG-BUY. BUY since 124 days. Simulated Profits (22.31%). 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 74.95% | Avg. Invested days 89 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/05/2025 |
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, focusing on U.S. large-cap growth stocks. It offers exposure to companies with high growth potential within the large-cap segment of the U.S. equity market.
Reputation and Reliability
Schwab is a well-established and reputable financial services company with a long track record in the investment industry.
Management Expertise
Schwab has a strong team of investment professionals managing its ETFs, leveraging their expertise in indexing and portfolio management.
Investment Objective
Goal
To track the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index.
Investment Approach and Strategy
Strategy: Tracks a specific index (Dow Jones U.S. Large-Cap Growth Total Stock Market Index).
Composition Primarily holds stocks of U.S. large-cap growth companies.
Market Position
Market Share: SCHG holds a significant market share within the large-cap growth ETF category.
Total Net Assets (AUM): 23570000000
Competitors
Key Competitors
- IVW
- VUG
- IWF
Competitive Landscape
The large-cap growth ETF market is competitive, with several major players. SCHG benefits from Schwab's low-cost structure, but faces competition from Vanguard's VUG, which has a larger AUM and similar expense ratio, and iShares IWF, and IVW which focus on different selection criteria. SCHG's competitive edge lies in its combination of low cost and broad market exposure within the large-cap growth segment.
Financial Performance
Historical Performance: Data is unavailable, refer to investment resources like Morningstar for past performance.
Benchmark Comparison: SCHG generally tracks its benchmark (Dow Jones U.S. Large-Cap Growth Total Stock Market Index) closely.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
SCHG typically exhibits high average trading volume, indicating strong liquidity.
Bid-Ask Spread
The bid-ask spread for SCHG is generally tight, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards growth stocks influence SCHG's performance.
Growth Trajectory
SCHG's growth is tied to the performance of its underlying holdings and any changes in the index it tracks. Any change in strategy by Schwab for the ETF that is aligned to the overall investment strategy will be updated
Moat and Competitive Advantages
Competitive Edge
SCHG's primary advantage is its ultra-low expense ratio, making it one of the most cost-effective options for large-cap growth exposure. Schwab's strong brand and distribution network further enhance its competitive position. The ETFu2019s broad market exposure within the large-cap growth segment provides diversification, appealing to investors seeking growth potential without concentrating on specific sectors or companies. This combination of low cost, brand recognition, and diversification constitutes a significant competitive edge.
Risk Analysis
Volatility
SCHG's volatility is comparable to other large-cap growth ETFs and the broader market, which is dependent on the market sentiment.
Market Risk
SCHG is subject to market risk, particularly the risk associated with growth stocks, which can be more volatile than value stocks. Sector concentrations can also introduce risk.
Investor Profile
Ideal Investor Profile
Ideal investors for SCHG are those seeking long-term capital appreciation through exposure to U.S. large-cap growth stocks. The investors need to have moderate risk tolerance.
Market Risk
SCHG is suitable for long-term investors and passive index followers.
Summary
The Schwab U.S. Large-Cap Growth ETF (SCHG) offers a low-cost and efficient way to gain exposure to U.S. large-cap growth stocks by tracking the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. Its ultra-low expense ratio and broad market exposure make it an attractive option for long-term investors seeking growth potential. While subject to market risk, SCHG provides diversification and benefits from Schwab's reputable brand and distribution network. Investors should consider their risk tolerance and investment goals before investing. Growth stocks are volatile and returns are not guaranteed.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Schwab Official Website
- Morningstar
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share percentages are approximations and may vary. Performance figures are not guaranteed 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.