Morningstar

Schwab U.S. Large-Cap ETF™ SCHX

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

Morningstar’s Analysis SCHX

Will SCHX outperform in the 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.

Excellent exposure to US stocks.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

Schwab US Large-Cap ETF accurately represents the large-cap US stock market, allowing its low fee and efficient portfolio to carve out a long-term edge.

by Brendan McCann
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 36.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.90 6B
Technology

Apple Inc

6.95 5B
Technology

Microsoft Corp

5.44 4B
Technology

Amazon.com Inc

3.50 3B
Consumer Cyclical

Alphabet Inc Class A

2.89 2B
Communication Services

Broadcom Inc

2.39 2B
Technology

Alphabet Inc Class C

2.31 2B
Communication Services

Meta Platforms Inc Class A

2.29 2B
Communication Services

Micron Technology Inc

1.72 1B
Technology

Tesla Inc

1.43 1B
Consumer Cyclical

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