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Upturn AI SWOT - About
Schwab U.S. Large-Cap Value ETF (SCHV)
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Upturn Advisory Summary
09/17/2025: SCHV (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 18.58% | Avg. Invested days 71 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.91 | 52 Weeks Range 22.96 - 27.72 | Updated Date 06/29/2025 |
52 Weeks Range 22.96 - 27.72 | Updated Date 06/29/2025 |
Upturn AI SWOT
Schwab U.S. Large-Cap Value ETF
ETF Overview
Overview
The Schwab U.S. Large-Cap Value ETF (SCHV) seeks to track the total return of an index composed of large-capitalization U.S. value stocks. It focuses on the value segment of the large-cap equity market, providing exposure to companies deemed undervalued based on various financial metrics. Its investment strategy involves passively tracking a benchmark index.
Reputation and Reliability
Schwab is a well-established and reputable financial services firm with a strong track record in offering ETFs. They are known for their low-cost investment options.
Management Expertise
Schwab's ETF management team possesses considerable experience in index tracking and passive investment strategies.
Investment Objective
Goal
The fund seeks to track the total return of the Russell 1000 Value Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Russell 1000 Value Index, a market-capitalization-weighted index representing the performance of the value segment of the U.S. large-cap equity market.
Composition The ETF's assets consist primarily of common stocks of U.S. large-cap companies that exhibit value characteristics. The holdings reflect the composition of the Russell 1000 Value Index.
Market Position
Market Share: The ETF has a substantial market share within the large-cap value ETF segment.
Total Net Assets (AUM): 12530000000
Competitors
Key Competitors
- VTV
- IWD
- IVE
Competitive Landscape
The large-cap value ETF market is competitive, with several established players. SCHV's competitive advantage lies in its low expense ratio compared to some competitors. Disadvantages may include slight tracking differences and variations in index methodology compared to other similar ETFs.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers to provide accurate numerical data.
Benchmark Comparison: The ETF's performance closely tracks the Russell 1000 Value Index, indicating its effectiveness in mirroring the benchmark.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
SCHV exhibits healthy liquidity with a strong average daily trading volume, facilitating ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread for SCHV is typically narrow, indicating efficient trading and minimal transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and inflation expectations can all affect SCHV. Value stocks may outperform during periods of economic recovery or rising interest rates.
Growth Trajectory
SCHV's growth trajectory is tied to the performance of U.S. large-cap value stocks. Changes in market sentiment towards value investing or shifts in sector allocations can influence its performance.
Moat and Competitive Advantages
Competitive Edge
SCHV's competitive edge is its low expense ratio, making it an attractive option for cost-conscious investors. Its passively managed approach provides broad exposure to the large-cap value market segment. The ETF benefits from Schwab's reputation and distribution network. Its index-tracking methodology ensures consistent exposure to its target market. SCHV can provide diversification benefits within a portfolio.
Risk Analysis
Volatility
The volatility of SCHV is generally similar to that of the broader U.S. equity market, particularly the large-cap value segment.
Market Risk
The primary risk is market risk, the possibility of losses due to a decline in the overall stock market or the value segment specifically. Other risks include sector concentration and the potential for value stocks to underperform growth stocks.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to U.S. large-cap value stocks and is looking for a low-cost, passively managed ETF. It suits investors who want to diversify their portfolios with value-oriented equity exposure.
Market Risk
SCHV is suitable for long-term investors seeking a diversified portfolio with value exposure, as well as passive index followers.
Summary
Schwab U.S. Large-Cap Value ETF (SCHV) offers a cost-effective way to invest in the value segment of the U.S. large-cap equity market. It closely tracks the Russell 1000 Value Index, providing broad diversification within its target market. With its low expense ratio and strong liquidity, SCHV is a compelling option for investors seeking long-term value exposure in a portfolio. However, like all equity investments, SCHV is subject to market risk and the potential for underperformance of the value factor.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- Russell Investments
- Morningstar
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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 Value 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 Value Total Stock Market Index. The index includes the large-cap value 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 Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as value 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.