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Upturn AI SWOT - About
Schwab U.S. Large-Cap ETF (SCHX)
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Upturn Advisory Summary
08/29/2025: SCHX (4-star) is a STRONG-BUY. BUY since 77 days. Profits (11.17%). 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 42.32% | Avg. Invested days 73 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.01 | 52 Weeks Range 18.94 - 24.40 | Updated Date 06/29/2025 |
52 Weeks Range 18.94 - 24.40 | Updated Date 06/29/2025 |
Upturn AI SWOT
Schwab U.S. Large-Cap ETF
ETF Overview
Overview
The Schwab U.S. Large-Cap ETF (SCHX) seeks to track the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index, reflecting the performance of large-capitalization U.S. companies. It offers broad exposure to the large-cap segment, focusing on market capitalization weighting to provide a diversified portfolio. The investment strategy involves replicating the index as closely as possible.
Reputation and Reliability
Schwab is a well-established and reputable financial services company with a long track record of providing investment products and services.
Management Expertise
Schwab has extensive experience in managing index-tracking ETFs, leveraging its expertise in portfolio management and index replication.
Investment Objective
Goal
To track the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index.
Composition The ETF holds stocks of large-capitalization U.S. companies, generally those with market caps exceeding $10 billion. It is primarily composed of common stocks.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 60880000000
Competitors
Key Competitors
- SPDR S&P 500 ETF Trust (SPY)
- iShares Core S&P 500 ETF (IVV)
- Vanguard S&P 500 ETF (VOO)
Competitive Landscape
The large-cap ETF market is highly competitive, with SPY, IVV, and VOO being the dominant players. SCHX competes on price, offering a low expense ratio. A disadvantage for SCHX is lower liquidity and AUM compared to the larger ETFs.
Financial Performance
Historical Performance: Historical performance data is readily available from Schwab and financial data providers.
Benchmark Comparison: The ETF's performance closely tracks the Dow Jones U.S. Large-Cap Total Stock Market Index, with slight deviations due to expense ratio and tracking error.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
The ETF demonstrates good liquidity, although lower than the most actively traded ETFs, making it easy to buy and sell shares.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's relatively high trading volume and efficient market making.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policies, inflation, and sector-specific trends influence the performance of large-cap stocks within the SCHX ETF.
Growth Trajectory
The growth trajectory of SCHX depends on the overall performance of the U.S. large-cap market, reflecting broader economic trends and investor sentiment.
Moat and Competitive Advantages
Competitive Edge
SCHX offers a cost-effective way to gain exposure to the U.S. large-cap market, leveraging Schwab's established brand and distribution network. The ETF's low expense ratio is a key advantage, making it attractive to cost-conscious investors. Furthermore, the ETF efficiently tracks its benchmark index, providing consistent performance. The extensive coverage of large-cap stocks enhances diversification within the U.S. equity market.
Risk Analysis
Volatility
The ETF's volatility is generally in line with the broader U.S. large-cap market.
Market Risk
The ETF is subject to market risk, including economic downturns, geopolitical events, and changes in investor sentiment, which can impact the value of the underlying stocks.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking broad exposure to the U.S. large-cap market at a low cost.
Market Risk
The ETF is best suited for long-term investors and passive index followers seeking diversified exposure to U.S. large-cap stocks.
Summary
The Schwab U.S. Large-Cap ETF (SCHX) offers a low-cost and efficient way to invest in the U.S. large-cap market. The ETF tracks the Dow Jones U.S. Large-Cap Total Stock Market Index, providing broad diversification across large-cap stocks. SCHX is suitable for long-term investors looking for a core holding in their portfolio. While it competes with larger ETFs like SPY, IVV, and VOO, its low expense ratio provides a competitive edge.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schwab official website
- Financial data providers (e.g., Yahoo Finance, Bloomberg)
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data may not be readily available and estimates may be used. Investors should conduct their own due diligence 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 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 Total Stock Market Index. The index includes the large-cap 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 Total Stock Market Index includes the components ranked 1-750 by full market capitalization. The index is a float-adjusted market capitalization weighted index. The fund is non-diversified.
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.