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Upturn AI SWOT - About
Schwab U.S. Large-Cap ETF (SCHX)
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Upturn Advisory Summary
10/17/2025: SCHX (4-star) is a STRONG-BUY. BUY since 111 days. Simulated Profits (14.60%). 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 46.78% | Avg. Invested days 78 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/17/2025 |
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 aims for broad market exposure within the large-cap segment, offering diversified exposure to the U.S. equity market. Its asset allocation is primarily focused on large-cap stocks, and its investment strategy is passive index tracking.
Reputation and Reliability
Schwab is a well-established and reputable financial services firm with a long history of providing investment products and services.
Management Expertise
Schwab Asset Management has extensive experience in managing index-tracking ETFs, leveraging its expertise in efficient portfolio construction and low-cost operations.
Investment Objective
Goal
To track the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index before fees and expenses.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index.
Composition The ETF holds a diversified portfolio of large-cap U.S. stocks, representing a broad range of sectors within the U.S. economy.
Market Position
Market Share: Information on SCHX's market share is not readily available without real-time financial data access.
Total Net Assets (AUM): 53320000000
Competitors
Key Competitors
- Vanguard S&P 500 ETF (VOO)
- SPDR S&P 500 ETF Trust (SPY)
- iShares Core S&P 500 ETF (IVV)
Competitive Landscape
The large-cap ETF market is highly competitive, dominated by a few major players. SCHX competes on price and broad market exposure. Its low expense ratio is a key advantage, but SPY, VOO, and IVV have significantly higher AUM and trading volume.
Financial Performance
Historical Performance: Historical performance data is best sourced from financial data providers.
Benchmark Comparison: Benchmark comparison requires access to historical performance data for both the ETF and its benchmark index.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
The average trading volume for SCHX is relatively high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread for SCHX is typically tight, reflecting its high liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators such as GDP growth, inflation, and interest rates, as well as sector-specific growth prospects and overall market sentiment, influence SCHX's performance.
Growth Trajectory
SCHX's growth trajectory is tied to the performance of the U.S. large-cap equity market, with changes to strategy and holdings reflecting adjustments to maintain index replication.
Moat and Competitive Advantages
Competitive Edge
SCHX's primary competitive advantage is its exceptionally low expense ratio, making it an attractive option for cost-conscious investors seeking broad large-cap exposure. The ETF benefits from Schwab's brand recognition and distribution network, further enhancing its appeal. It offers comprehensive coverage of the U.S. large-cap market segment, providing investors with diversified exposure. Its passive index-tracking approach ensures consistent alignment with the benchmark index, minimizing active management risk. This combination of low cost and broad market coverage positions SCHX favorably in the competitive landscape.
Risk Analysis
Volatility
SCHX's volatility is generally in line with the broader U.S. large-cap equity market.
Market Risk
SCHX is subject to market risk, including the potential for declines in stock prices due to economic downturns, geopolitical events, or company-specific factors.
Investor Profile
Ideal Investor Profile
The ideal investor for SCHX is a long-term investor seeking broad exposure to the U.S. large-cap equity market with a low-cost, passive investment approach.
Market Risk
SCHX is best suited for long-term investors and passive index followers seeking core equity exposure.
Summary
Schwab U.S. Large-Cap ETF (SCHX) offers investors low-cost access to the U.S. large-cap equity market through a passive index-tracking strategy. Its competitive advantage lies in its exceptionally low expense ratio. The ETF's performance is closely tied to the performance of its benchmark index, the Dow Jones U.S. Large-Cap Total Stock Market Index. SCHX is suitable for long-term investors seeking diversified exposure to the large-cap segment with minimal active management risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market data is dynamic and may change frequently. Past performance is not indicative of future results.
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.