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Schwab U.S. Large-Cap Value ETF(SCHV)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
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Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SCHV
11/12/2026: SCHV (5-star) is a STRONG-BUY. BUY for 14 days. Simulated Profits (0.75%). Updated daily EoD!
The Schwab U.S. Large-Cap Value ETF (SCHV) provides low-cost, diversified exposure to large-capitalization U.S. stocks that exhibit value characteristics. By tracking a benchmark index, it offers a disciplined and efficient way to gain exposure to the value factor with minimal management fees. Its primary strengths lie in its high liquidity, low expense ratio, and reliable performance tracking. Investors should be aware of market-wide risks and the inherent cyclicality of value stocks, which may underperform in growth-dominated market cycles. It is an excellent fit for long-term, cost-conscious investors looking for a core equity building block.
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 | Weak fit | This fund focuses on value factors rather than the high-growth characteristics favored by growth investors. |
| Momentum investor | Mixed fit | Momentum investors may find it less suitable as the strategy does not target stocks based on price performance trends. |
| Value investor | Strong fit | The fund is specifically designed to provide low-cost, diversified exposure to large-cap companies with value characteristics. |
| Dividend/Income investor | Strong fit | Value-oriented large-cap stocks often provide stable dividend income, aligning well with the goals of income investors. |
| Low-risk investor | Mixed fit | While more stable than growth funds, it remains an equity-based investment subject to full market volatility. |
Investor Profile
Ideal Investor Profile
Long-term investors who prefer a low-cost, set-it-and-forget-it approach to building equity market exposure with a bias toward undervalued companies.
Suitability
Best suited for passive index followers and long-term buy-and-hold investors.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund is subject to general equity market swings, though value stocks can sometimes exhibit lower volatility than growth stocks. |
| Market risk | Medium / high | The fund is fully invested in equities, making it sensitive to broad-based economic downturns and market corrections. |
| Concentration | Low | The fund is well-diversified across hundreds of large-cap stocks, reducing the impact of any single company's failure. |
| Tracking/expense | Low | The fund maintains a very low expense ratio and high tracking accuracy, minimizing the risk of underperforming its benchmark. |
| Liquidity | Low | High trading volumes mean investors can easily buy or sell shares without significant price impact. |
| Business/sector quality | Medium | Performance is linked to the financial health of large-cap U.S. companies and the cyclical nature of value sectors. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
SCHV exhibits market-level volatility, generally tracking the broader U.S. equity market with slightly lower beta due to the value tilt.
Market Risk
The fund is inherently exposed to U.S. economic cycles, interest rate changes, and sector-specific risks that affect the constituent large-cap companies.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 99.5 | The fund focuses on large, established U.S. companies considered to be undervalued relative to their peers. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | A small portion of assets is held in cash to manage daily liquidity and portfolio rebalancing. |
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 35.89% | Avg. Invested days 71 | Today’s Advisory Regular Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/12/2026 |
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