Back

Schwab U.S. Large-Cap ETF

Ticker: SCHX ISIN: US8085242019
Add to portfolio Portfolio analysis in 2min
ETF Low-cost Tech-heavy
Morningstar
★★★★
TER
0.03%
Fund size
$74.02B
Holdings
50
Top 10
35.4%
Issuer
Schwab ETFs
$30.11 0.84%
Price as of 2026-09-11 · NYSE ARCA

Performance by timeframe

Rolling returns
1 Month -1.95%
6 Months +14.81%
1 Year +16.89%
5 Years +12.32% p.a.+78.69%
10 Years +15.41% p.a.+318.63%
Since inception +14.53% p.a.+883.67%
Calendar year returns
YTD +12.50%
2025 +17.46%
2024 +24.88%
2023 +26.84%
2022 -19.41%
2021 +26.81%

Key stats

AUM
74.02B
Expense ratio
0.03%
Holdings
50
1Y return
16.89%
Volatility (1Y)
12.94%
52-week range
24.75 - 30.77
Section 1

Fund overview

Fund profile data from fundamentals.

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.

Category Large Blend
Issuer Schwab ETFs
Domicile USA
Section 2

Exposure breakdown

Tech-heavy

Exposure breakdown shows how the fund is allocated across assets, sectors, regions, and size buckets.

Asset allocation

Stock US
99.35%
Stock non-US
0.57%
Cash
0.08%

Sectors

Technology
36.84%
Financial Services
12.25%
Healthcare
9.70%
Consumer Cyclicals
9.38%
Communication Services
9.35%
Industrials
8.68%
Consumer Defensive
4.49%
Energy
3.48%

Regions

North America
99.43%
Europe Developed
0.33%
Asia Emerging
0.09%
United Kingdom
0.09%
Latin America
0.06%

Market cap mix

Mega
42.60%
Big
33.71%
Medium
20.48%
Small
2.98%
Micro
0.01%
Section 3

Top holdings

Top holdings show which underlying securities drive the fund most.

NVIDIA Corporation
7.48%
Apple Inc.
6.54%
Microsoft Corporation
5.17%
Amazon.com Inc
3.65%
Alphabet Inc Class A
2.91%
Broadcom Inc
2.51%
Alphabet Inc Class C
2.32%
Meta Platforms Inc.
1.74%
Micron Technology Inc
1.57%
Tesla Inc
1.47%
Section 4

Performance & risk

Historical return and risk indicators over fixed windows.

Returns

YTD return 12.88%
1M return -1.95%
6M return 14.81%
1Y return 16.89%
3Y return 21.88%
5Y return 78.69%
10Y return 15.20%

Risk

Volatility (1Y) 12.94%
Volatility (3Y) 13.28%
Sharpe ratio (3Y) 1.05
Beta 1.02
52-week range 24.75 - 30.77
Section 5

Portfolio characteristics

Fund concentration and composition metrics from source fields.

Overview

Holdings count 50
Top 10 weight 35.36%
Expense ratio 0.03%
Fund size 74.02B
Turnover 4.00%
Avg. market cap 418.65K

Details

Instrument metadata and source update timestamps.

Symbol SCHX
Name Schwab U.S. Large-Cap ETF
Asset type ETF
Exchange NYSE ARCA
Currency USD
ISIN US8085242019
Country USA
Code + exchange SCHX.NYSE ARCA
Last price date 2026-08-25
Fundamentals updated 2026-08-26

The information provided on this platform is for informational purposes only and should not be considered as financial or investment advice. Insightfolio does not provide investment advice, personalized recommendations, or guidance regarding the purchase, holding, or sale of financial assets. The tools and content are intended for educational purposes only and are not tailored to individual circumstances, financial needs, or objectives.

Insightfolio assumes no liability for the accuracy, completeness, or reliability of the information presented. Users are solely responsible for verifying the information and making independent decisions based on their own research and careful consideration. Use of the platform should not replace consultation with qualified financial professionals.

Investments involve risks. Users should be aware that the value of investments may fluctuate and that past performance is not an indicator of future results. Investment decisions should be based on personal financial goals, risk tolerance, and independent evaluation of relevant information.

Insightfolio does not endorse or guarantee the suitability of any particular financial product, security, or strategy. Any projections, forecasts, or hypothetical scenarios presented on the platform are for illustrative purposes only and are not guarantees of future outcomes.

By accessing the services, information, or content offered by Insightfolio, users acknowledge and agree to these terms of the disclaimer. If you do not agree to these terms, please do not use our platform.

Instrument logos provided by Elbstream.