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Schwab US Large-Cap ETF™ SCHX

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis SCHX

Will SCHX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SCHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Cheap and broad option for large-cap investors.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

Schwab U.S. Large-Cap ETF SCHX offers a well-diversified, market-cap-weighted portfolio that accurately captures the large- and mid-cap opportunity set while charging a low fee, a recipe for success over the long run.

by Mo'ath Almahasneh
Rated on Published on

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Portfolio Holdings SCHX

More SCHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.99 3.1 Bil
Technology

Apple Inc

6.57 2.9 Bil
Technology

NVIDIA Corp

6.23 2.7 Bil
Technology

Amazon.com Inc

3.69 1.6 Bil
Consumer Cyclical

Meta Platforms Inc Class A

2.38 1.0 Bil
Communication Services

Alphabet Inc Class A

2.25 986.2 Mil
Communication Services

Alphabet Inc Class C

1.89 826.3 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.50 655.7 Mil
Financial Services

Broadcom Inc

1.49 653.6 Mil
Technology

Eli Lilly and Co

1.47 643.1 Mil
Healthcare