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Upturn AI Summary
Schwab U.S. Large-Cap ETF(SCHX)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SCHX
09/25/2026: SCHX (5-star) is a STRONG-BUY. BUY for 55 days. Simulated Profits (2.39%). Updated daily EoD!
SCHX is a core investment product providing broad exposure to 750 of the largest U.S. companies by tracking a market-cap-weighted index. Its primary strengths are its industry-leading low expense ratio, high liquidity, and the robust institutional backing of Charles Schwab. It serves as an excellent foundation for a diversified portfolio, though it carries inherent market and concentration risks associated with large-cap equities. It is most suitable for long-term investors seeking consistent market returns at a minimal cost. Investors should monitor market concentration levels and general U.S. economic health as key factors influencing the fund.
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 | Strong fit | It provides reliable exposure to the growth drivers of the U.S. economy. |
| Momentum investor | Strong fit while signal remains positive | It captures the price trends of the largest companies that typically drive market momentum. |
| Value investor | Mixed fit | It holds value-oriented stocks but is weighted toward market cap rather than fundamental valuation. |
| Dividend/Income investor | Mixed fit | It provides exposure to dividend-paying companies but is not specifically optimized for income. |
| Low-risk investor | Medium | While diversified, it remains fully exposed to equity market volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for a low-cost, set-and-forget core equity position.
Suitability
Best suited for passive index followers and long-term investors aiming for broad market exposure.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity investments are subject to daily price fluctuations based on market sentiment. |
| Market risk | High | Systemic market downturns will directly impact the fund's net asset value. |
| Concentration | Medium | The fund is heavily weighted toward the largest U.S. companies, particularly in the tech sector. |
| Tracking/expense | Low | The fund is efficiently managed with a very low expense ratio and minimal tracking error. |
| Liquidity | Low | The high trading volume makes the fund very liquid for most investors. |
| Business/sector quality | Low / none | The holdings consist of established, high-quality U.S. corporations. |
Risk Analysis
Volatility
SCHX exhibits moderate to high volatility typical of large-cap equity market indices.
Market Risk
The fund is fully exposed to systematic equity risks; investors should be prepared for market-wide drawdowns.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities | 99.8 | This provides core exposure to the largest, most established U.S. corporations. |
| Cash/collateral | Cash and Cash Equivalents | 0.2 | Small cash position held for operational liquidity and daily fund management. |
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 44.19% | Avg. Invested days 68 | Today’s Advisory Regular Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 27, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $75.04B |
| Issuer | Schwab ETFs |
| Expense Ratio | 0.03% |
| Distribution Yield | 1% |
| Inception | Nov 3, 2009 |
Performance
| Period | Total Return |
|---|---|
| YTD | +14.11% |
| 1 Year | +17.16% |
| 3 Year | +22.95% |
| 5 Year | +13.18% |
| 10 Year | +15.35% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 13.06% |
| 3Y Volatility | 13.15% |
| 3Y Sharpe Ratio | 1.17 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 3 / 5 |
| Benchmark | S&P 500 TR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 44.02% |
| Large Cap | 32.58% |
| Mid Cap | 20.19% |
| Small Cap | 2.91% |
| Micro Cap | 0.02% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 38.29% |
| Financial Services | 11.80% |
| Communication Services | 9.64% |
| Healthcare | 9.42% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 20.4x |
| Portfolio P/B | 4.47x |
| Portfolio P/S | 3.16x |
| Holdings Turnover | 4.0% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 7.68% |
| Apple | 7.01% |
| Microsoft | 5.40% |
| Amazon | 3.46% |
| Alphabet Class A | 2.84% |
Upturn AI Summary
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.
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