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Upturn AI SWOT - About
Schwab U.S. Large-Cap Value ETF (SCHV)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
10/31/2025: 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 19% | Avg. Invested days 76 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/31/2025 |
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, a broad, market-cap-weighted index representing the U.S. large-cap value market. It focuses on large-cap U.S. companies exhibiting value characteristics, providing diversified exposure to this segment.
Reputation and Reliability
Schwab is a well-established and reputable financial services firm known for its low-cost investment products and customer service.
Management Expertise
Schwab Asset Management has extensive experience in managing ETFs, with a large team of investment professionals.
Investment Objective
Goal
To track the total return of the Russell 1000 Value Index.
Investment Approach and Strategy
Strategy: Tracks the Russell 1000 Value Index, using a passive investment strategy to replicate the index's holdings.
Composition Primarily holds stocks of U.S. large-cap companies exhibiting value characteristics.
Market Position
Market Share: SCHV holds a significant market share within the large-cap value ETF category.
Total Net Assets (AUM): 12850000000
Competitors
Key Competitors
- VTV
- IWD
- IVE
Competitive Landscape
The large-cap value ETF market is competitive, with several major players. SCHV distinguishes itself with its low expense ratio. Competitors may have different tracking methodologies or slightly different portfolio compositions. SCHV's advantage lies in its cost-effectiveness, while disadvantages might include tracking error relative to the index.
Financial Performance
Historical Performance: Historical performance can be found on Schwab's website and other financial data providers. Please refer to those sources for precise numerical data.
Benchmark Comparison: SCHV's performance is designed to closely track the Russell 1000 Value Index.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
SCHV exhibits high liquidity, with a substantial average daily trading volume.
Bid-Ask Spread
SCHV generally has a tight bid-ask spread, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and GDP growth influence the performance of value stocks. Sector growth prospects and overall market sentiment also play a role.
Growth Trajectory
SCHV's growth trajectory depends on the performance of the underlying Russell 1000 Value Index and the overall market demand for value investing.
Moat and Competitive Advantages
Competitive Edge
SCHV's primary competitive advantage is its extremely low expense ratio, making it an attractive option for cost-conscious investors. The fund benefits from Schwab's established brand and extensive distribution network. Its strategy is to closely track the Russell 1000 Value Index. SCHV provides investors with a diversified portfolio of large-cap value stocks.
Risk Analysis
Volatility
Volatility will mirror that of the Russell 1000 Value Index. Value stocks can be sensitive to economic cycles.
Market Risk
The primary market risk is the potential for underperformance of value stocks relative to growth stocks or the broader market. Specific sectors within the index may also face industry-specific risks.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to U.S. large-cap value stocks with a long-term investment horizon and a preference for low-cost investment vehicles.
Market Risk
SCHV is suitable for long-term investors and passive index followers seeking diversified exposure to the large-cap value segment of the U.S. equity market.
Summary
The Schwab U.S. Large-Cap Value ETF (SCHV) offers a cost-effective way to invest in a diversified portfolio of U.S. large-cap value stocks, tracking the Russell 1000 Value Index. With its low expense ratio and high liquidity, SCHV is a compelling option for long-term investors seeking value exposure. Its performance closely mirrors the index, making it suitable for passive investment strategies. It's important to consider the market risk associated with value stocks and the broader market conditions before investing. Ultimately, SCHV's value proposition lies in its simplicity, low cost, and broad market coverage.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- Russell Investments
- Morningstar
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.
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.