How have SCHX shares performed in 2024?

Schwab US Large-Cap ETF's stock was trading at $56.40 on January 1st, 2024. Since then, SCHX shares have increased by 5.8% and is now trading at $59.65. View the best growth stocks for 2024 here .

What does SCHX invest in?

Schwab US Large-Cap ETF is a equity fund issued by Charles Schwab. SCHX focuses on large cap investments and follows the Dow Jones US Large Cap Total Stock Market Index. The fund's investments total to approximately $38.50 billion assets under management.

What stocks does Schwab US Large-Cap ETF hold?

SCHX invests in 762 holdings. Some of the stocks in their portfolio include Microsoft (MSFT) , Apple (AAPL) , NVIDIA (NVDA) , Amazon.com (AMZN) , Meta Platforms (META) , Alphabet (GOOGL) , Alphabet (GOOG) , Berkshire Hathaway (BRK.B) , Eli Lilly and Company (LLY) and Broadcom (AVGO) .

What is the management fee for Schwab US Large-Cap ETF?

Schwab US Large-Cap ETF's management fee is 0.03% and has no other recorded expenses or fee waivers. The net expense ratio for SCHX is 0.03%.

When did Schwab US Large-Cap ETF's stock split?

Schwab US Large-Cap ETF's stock split on Friday, March 11th 2022. The 2-1 split was announced on Friday, March 11th 2022. The newly created shares were issued to shareholders after the closing bell on Friday, March 11th 2022. An investor that had 100 shares of stock prior to the split would have 200 shares after the split.

What other stocks do shareholders of Schwab US Large-Cap ETF own?

Based on aggregate information from My MarketBeat watchlists, some companies that other Schwab US Large-Cap ETF investors own include AT&T (T) , NVIDIA (NVDA) , Home Depot (HD) , Johnson & Johnson (JNJ) , Adobe (ADBE) , JPMorgan Chase & Co. (JPM) , Mastercard (MA) , Lockheed Martin (LMT) , Altria Group (MO) and Invesco QQQ (QQQ) .

Who are Schwab US Large-Cap ETF's major shareholders?

Schwab US Large-Cap ETF's stock is owned by a number of retail and institutional investors. Top institutional investors include Wealth Enhancement Advisory Services LLC (1.12%), Marcum Wealth LLC (0.24%), Orgel Wealth Management LLC (0.24%), Northwest Quadrant Wealth Management LLC (0.23%), Bangor Savings Bank (0.20%) and Charles Schwab Trust Co (0.17%).

How do I buy shares of Schwab US Large-Cap ETF?

Shares of SCHX stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. Compare Top Brokerages Here .

NYSEARCA:SCHX

Schwab US Large-Cap ETF (SCHX) Price, Holdings, & News

→ Could Bitcoin Literally FORCE This Crypto To Rocket Up? (From Paradigm Press) (Ad)

Free SCHX Stock Alerts

$59.65

+0.32 (+0.54%)

(As of 11:04 AM ET)

Compare

Today's Range: $59.24
▼
$59.71
50-Day Range: $58.60
▼
$62.07
52-Week Range: $47.57
▼
$62.24

Volume: 227,125 shs
Average Volume: 1.84 million shs
Market Capitalization: $38.65 billion

Assets Under Management: $38.50 billion
Dividend Yield: 1.24%
Net Expense Ratio: 0.03%

Stock Analysis Chart Holdings Ownership Ratings

Get Schwab US Large-Cap ETF alerts:

About Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Schwab U.S. Large-Cap ETF (the Fund) goal is to track the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index (the Index). The Fund’s index includes the large-cap portion of the Dow Jones U.S. Total Stock Market Index 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 types of derivatives used by the Fund are options, futures, options on futures and swaps. The Fund may lend its portfolio securities to brokers, dealers and other financial institutions. Charles Schwab Investment Management, Inc. is the advisor of the Fund.

SCHX Stock Price History

30 days | 90 days | 365 days | Advanced Chart

SCHX ETF News Headlines

March 13, 2024 | fool.com

5 Charles Schwab ETFs That Could Help You Retire a Millionaire

January 26, 2024 | seekingalpha.com

Is SCHG A Good ETF And Is It An Attractive Bet Now?

April 18, 2024 | Gold Safe Exchange (Ad)

The “Perfect Storm” for Gold

Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025.

November 3, 2023 | investing.com

SCHX ETF Stock Price History

July 26, 2023 | msn.com

The SCHX-SPY Divergence Suggests A Hiding Place

July 14, 2023 | fool.com

Schwab Strategic Trust - Schwab U.s. Large-Cap Value ETF (NYSEMKT: SCHV)

July 12, 2023 | msn.com

The Schwab U.S. Large-Cap Growth ETF: A Fund Lacking Diversity That Is Not Well-Positioned

March 23, 2023 | money.usnews.com

Schwab Fundamental US Large Company ETF

April 18, 2024 | Gold Safe Exchange (Ad)

The “Perfect Storm” for Gold

Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025.

January 10, 2023 | uk.finance.yahoo.com

Schwab US Large-Cap ETF (SCHX)

See More Headlines

Receive SCHX Stock News and Ratings via Email

Sign-up to receive the latest news and ratings for Schwab US Large-Cap ETF and its competitors with MarketBeat's FREE daily newsletter.

Fund Details

Issuer: Charles Schwab
Fund Name: Schwab US Large-Cap ETF
Tax Classification: Regulated Investment Company
Stock Exchange: NYSEARCA
Current Symbol: NYSEARCA:SCHX
Inception Date: 10/30/2009
Fund Manager: Christopher Bliss, Ferian Juwono, Sabya Sinha
Web: www.schwabetfs.com
Phone: +1-800-6485300

Fund Focus

Asset Class: Equity
Benchmark: Dow Jones US Large Cap Total Stock Market Index
Category: Size and Style
Focus: Large Cap
Development Level: Developed Markets
Region: North America
Number of Holdings: 761

Fund Statistics

Assets Under Management: $38.73 billion
Average Daily Volume: $1.63 million
Discount/Premium: -0.03%

Administrator, Advisor and Custodian

Administrator: Charles Schwab Investment Management, Inc.
Advisor: Charles Schwab Investment Management, Inc.
Custodian: State Street Bank and Trust Company
Distributor: SEI Investments Distribution Co.
Transfer Agent: State Street Bank and Trust Company
Trustee: N/A
Lead Market Maker: Jane Street

Options

Optionable: Optionable
Options Volume: 7
Put Options: 4
Call Options: 3
Short Interest: 996,500 shs

Miscellaneous

Outstanding Shares: 647,950,000
Beta: 1.02
Creation Unit: 50,000
Creation Fee: $500.00

7 Stocks to Buy And Hold Forever

Click the link below and we'll send you MarketBeat's list of seven stocks and why their long-term outlooks are very promising.

Get This Free Report

Ad Paradigm Press

Could Bitcoin Literally FORCE This Crypto To Rocket Up?

Recently, Bitcoin smashed through its previous record high to hit $72,720. It’s made many, many people very rich. But one cryptocurrency expert and investing millionaire is declaring…

>>Click here to find out what it is.

Schwab US Large-Cap ETF Expenses

Type	SCHX	Large Cap ETFs	Equity ETFs	NYSEARCA ETFs	All ETFs
Management Fee	0.03%	0.57%	0.54%	0.50%	0.51%
Other Expenses	0.00%	0.29%	0.54%	0.64%	0.58%
Total Expense	0.03%	0.64%	0.70%	0.74%	0.70%
Fee Waiver	0.00%	-0.19%	-0.55%	-0.68%	-0.57%
Net Expense	0.03%	0.61%	0.60%	0.58%	0.58%

Schwab US Large-Cap ETF (SCHX) Holdings & Exposure

Top 10 SCHX Holdings

SCHX Sector Exposure

SCHX Industry Exposure

Full Holdings Details

Similar ETFs

Institutional Ownership

View All Institutional Transactions

Should I Buy Schwab US Large-Cap ETF Stock? SCHX Pros and Cons Explained

Pros

Here are some ways that investors could benefit from investing in Schwab US Large-Cap ETF:

The Schwab U.S. Large-Cap ETF (SCHX) provides broad exposure to the Large Cap Blend segment of the US equity market, offering diversification across large-cap stocks.
Passively managed, SCHX aims to track the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index, providing investors with a straightforward investment approach.
Investors can benefit from the fund's use of derivatives like options, futures, and swaps to potentially enhance returns and manage risk in the portfolio.
With Charles Schwab Investment Management, Inc. as the advisor, investors can leverage the expertise of a reputable financial institution in managing the fund.
Recent developments indicate a favorable trend in the stock price of SCHX, making it an attractive investment opportunity for potential capital appreciation.

Cons

Investors should be bearish about investing in Schwab US Large-Cap ETF for these reasons:

As a market-capitalization-weighted index fund, SCHX may be susceptible to concentration risks in large-cap stocks that dominate the index, potentially limiting diversification benefits.
While the use of derivatives can offer benefits, it also introduces additional complexities and risks to the fund's performance, which may not align with all investors' risk tolerance.
Investors should be cautious about the fund's practice of lending portfolio securities, as this activity can introduce counterparty risks and impact the fund's overall performance.
There may be management fees associated with investing in SCHX, which could impact the fund's total return and erode potential gains over time.
Market conditions and economic factors can influence the performance of large-cap stocks, affecting SCHX's returns, making it important for investors to monitor the fund's performance regularly.

These pros and cons were generated based on recent news and financial data from MarketBeat in order to provide readers with the fastest and most accurate insights. They were last updated on Friday, April 12, 2024. Please send any questions or comments about these Schwab US Large-Cap ETF pros and cons to contact@marketbeat.com.

SCHX ETF - Frequently Asked Questions

How have SCHX shares performed in 2024?: Schwab US Large-Cap ETF's stock was trading at $56.40 on January 1st, 2024. Since then, SCHX shares have increased by 5.8% and is now trading at $59.65.
View the best growth stocks for 2024 here.
What does SCHX invest in?: Schwab US Large-Cap ETF is a equity fund issued by Charles Schwab. SCHX focuses on large cap investments and follows the Dow Jones US Large Cap Total Stock Market Index. The fund's investments total to approximately $38.50 billion assets under management.
What stocks does Schwab US Large-Cap ETF hold?: SCHX invests in 762 holdings. Some of the stocks in their portfolio include Microsoft (MSFT), Apple (AAPL), NVIDIA (NVDA), Amazon.com (AMZN), Meta Platforms (META), Alphabet (GOOGL), Alphabet (GOOG), Berkshire Hathaway (BRK.B), Eli Lilly and Company (LLY) and Broadcom (AVGO).
What is the management fee for Schwab US Large-Cap ETF?: Schwab US Large-Cap ETF's management fee is 0.03% and has no other recorded expenses or fee waivers. The net expense ratio for SCHX is 0.03%.

When did Schwab US Large-Cap ETF's stock split?: Schwab US Large-Cap ETF's stock split on Friday, March 11th 2022. The 2-1 split was announced on Friday, March 11th 2022. The newly created shares were issued to shareholders after the closing bell on Friday, March 11th 2022. An investor that had 100 shares of stock prior to the split would have 200 shares after the split.
What other stocks do shareholders of Schwab US Large-Cap ETF own?: Based on aggregate information from My MarketBeat watchlists, some companies that other Schwab US Large-Cap ETF investors own include AT&T (T), NVIDIA (NVDA), Home Depot (HD), Johnson & Johnson (JNJ), Adobe (ADBE), JPMorgan Chase & Co. (JPM), Mastercard (MA), Lockheed Martin (LMT), Altria Group (MO) and Invesco QQQ (QQQ).
Who are Schwab US Large-Cap ETF's major shareholders?: Schwab US Large-Cap ETF's stock is owned by a number of retail and institutional investors. Top institutional investors include Wealth Enhancement Advisory Services LLC (1.12%), Marcum Wealth LLC (0.24%), Orgel Wealth Management LLC (0.24%), Northwest Quadrant Wealth Management LLC (0.23%), Bangor Savings Bank (0.20%) and Charles Schwab Trust Co (0.17%).
How do I buy shares of Schwab US Large-Cap ETF?: Shares of SCHX stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.
Compare Top Brokerages Here.

This page (NYSEARCA:SCHX) was last updated on 4/18/2024 by MarketBeat.com Staff

From Our Partners

Get 30 Days of MarketBeat All Access Free

Best-in-Class Portfolio Monitoring
View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio.
Stock Ideas and Recommendations
Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report.
Advanced Stock Screeners and Research Tools
Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis.

Start Your 30-Day Free Trial