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Upturn AI SWOT - About
Schwab U.S. Large-Cap Value ETF (SCHV)
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Upturn Advisory Summary
07/08/2025: SCHV (3-star) is a STRONG-BUY. BUY since 38 days. Profits (5.04%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 14.41% | Avg. Invested days 62 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/08/2025 |
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 the Russell 1000 Value Index. It focuses on large-cap U.S. stocks exhibiting value characteristics and offers diversified exposure to this segment.
Reputation and Reliability
Schwab is a well-established and reputable financial services provider known for low-cost investment products and reliable ETF management.
Management Expertise
Schwab Asset Management has extensive experience managing a wide range of investment products, including ETFs, with a focus on efficient and cost-effective solutions.
Investment Objective
Goal
The ETF aims to closely track the investment results of the Russell 1000 Value Index, which measures the performance of the large-cap value segment of the U.S. equity market.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the Russell 1000 Value Index by holding a portfolio of stocks that mirrors the index's composition.
Composition The ETF primarily holds stocks of large-cap U.S. companies that exhibit value characteristics. Sector allocation varies based on the index and current market conditions.
Market Position
Market Share: SCHV holds a significant market share within the large-cap value ETF category.
Total Net Assets (AUM): 10910000000
Competitors
Key Competitors
- VTV
- IWD
- IVE
Competitive Landscape
The large-cap value ETF market is competitive, with several established players. SCHV's key advantages include its low expense ratio and the brand recognition of Schwab. Compared to competitors, SCHV generally has similar investment strategies and holdings but differentiates itself through its cost-effectiveness.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable financial data sources.
Benchmark Comparison: The ETF's performance should be compared to the Russell 1000 Value Index to assess its tracking effectiveness. Deviations from the benchmark should be analyzed.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
The ETF's average daily trading volume is high, indicating strong liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting high liquidity and low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and sector-specific trends influence the performance of large-cap value stocks and, consequently, the ETF.
Growth Trajectory
The ETF's growth trajectory is tied to the performance of the large-cap value segment. Changes in the index composition or market conditions can impact its strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
SCHV benefits from Schwab's strong brand reputation, its low expense ratio, and its efficient tracking of the Russell 1000 Value Index. These factors make it an attractive option for investors seeking cost-effective exposure to large-cap value stocks. Its efficient management helps in maintaining low tracking error and its diverse holdings mitigate company-specific risks. The ETF's ability to reliably replicate the index at a minimal cost gives it a significant competitive edge.
Risk Analysis
Volatility
Historical volatility can be assessed by examining the ETF's standard deviation of returns. Value stocks may exhibit lower volatility than growth stocks.
Market Risk
The ETF is exposed to market risk, meaning its value can fluctuate based on overall market conditions. Sector-specific risks within the portfolio can also impact performance.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking long-term capital appreciation through exposure to large-cap value stocks. It is appropriate for those with a moderate risk tolerance and a preference for low-cost, diversified investments.
Market Risk
The ETF is best suited for long-term investors and passive index followers looking for exposure to the large-cap value segment of the U.S. equity market.
Summary
The Schwab U.S. Large-Cap Value ETF (SCHV) provides cost-effective access to the Russell 1000 Value Index. Its low expense ratio and efficient index tracking make it a compelling choice for investors seeking long-term capital appreciation through exposure to large-cap value stocks. Schwab's reputation and management expertise add to the ETF's attractiveness. Investors should consider their risk tolerance and investment goals before investing and are advised to compare it to similar offerings.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- FactSet
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Past performance is not indicative of future results. Market conditions can change, and investment decisions should be made 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.