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Upturn AI SWOT - About
Schwab U.S. Large-Cap ETF (SCHX)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
03/27/2025: SCHX (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 4.72% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 11893750 | Beta 1.01 | 52 Weeks Range 19.14 - 24.24 | Updated Date 03/28/2025 |
52 Weeks Range 19.14 - 24.24 | Updated Date 03/28/2025 |
Upturn AI SWOT
Schwab U.S. Large-Cap ETF
ETF Overview
Overview
The Schwab U.S. Large-Cap ETF (SCHX) seeks to track the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index, reflecting the performance of large-capitalization U.S. companies. Its asset allocation primarily consists of large-cap equities and employs a passive investment strategy to match the index's composition.
Reputation and Reliability
Schwab is a well-established and reputable financial services firm with a long track record in investment management.
Management Expertise
Schwab's management team has extensive experience in managing passive investment funds and ETFs.
Investment Objective
Goal
To track the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of its underlying index.
Composition The ETF primarily holds stocks of large-capitalization U.S. companies across various sectors.
Market Position
Market Share: SCHX holds a significant market share within the large-cap ETF segment.
Total Net Assets (AUM): 51410000000
Competitors
Key Competitors
- SPDR S&P 500 ETF Trust (SPY)
- iShares Core S&P 500 ETF (IVV)
- Vanguard S&P 500 ETF (VOO)
Competitive Landscape
The large-cap ETF market is highly competitive, with several major players offering similar products. SCHX benefits from Schwab's brand recognition and low expense ratio, but faces competition from SPY, IVV, and VOO, which have higher AUM and longer track records. SCHX's competitive advantage lies in its lower expense ratio compared to some competitors, while disadvantages may include lower trading volume than SPY.
Financial Performance
Historical Performance: Historical performance data is not included in this format, however you can find it on various websites using the ticker 'SCHX'.
Benchmark Comparison: Benchmark comparison data is not included in this format, however you can find it on various websites using the ticker 'SCHX'.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
SCHX exhibits good liquidity with a substantial average daily trading volume, facilitating easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for SCHX is generally tight, indicating efficient trading and low transaction costs.
Market Dynamics
Market Environment Factors
SCHX's performance is influenced by economic growth, interest rates, inflation, and overall market sentiment, particularly regarding large-cap companies.
Growth Trajectory
SCHX's growth is tied to the overall performance of the U.S. large-cap equity market and any adjustments to the underlying index composition.
Moat and Competitive Advantages
Competitive Edge
SCHX offers a low-cost way to gain exposure to the U.S. large-cap market. Its primary advantage is its exceptionally low expense ratio, making it an attractive option for cost-conscious investors. Being part of the Schwab family, it benefits from a well-established brand. The ETF is a simple, passively managed fund that closely tracks its underlying index.
Risk Analysis
Volatility
SCHX's volatility generally mirrors the volatility of the broader U.S. large-cap equity market.
Market Risk
SCHX is subject to market risk, meaning its value can decline due to factors affecting the overall stock market, such as economic downturns or geopolitical events.
Investor Profile
Ideal Investor Profile
The ideal investor for SCHX is one seeking broad exposure to the U.S. large-cap equity market at a low cost.
Market Risk
SCHX is suitable for long-term investors and passive index followers seeking to match the performance of the U.S. large-cap market.
Summary
SCHX is a low-cost ETF providing broad exposure to U.S. large-cap stocks, tracking the Dow Jones U.S. Large-Cap Total Stock Market Index. Its exceptionally low expense ratio makes it attractive for cost-conscious investors. While it faces competition from larger ETFs like SPY and IVV, SCHX offers a compelling option for long-term, passive investors. The ETF's performance is directly tied to the performance of the U.S. large-cap market, making it a suitable core holding for many portfolios.
Similar Companies
- IVV
- VOO
- SPY
- IWB
- VV
- OEF
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- ETF.com
- Investopedia
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly. Consult with a qualified financial advisor before making any investment decisions.
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.
About Schwab U.S. Large-Cap ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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. The fund is non-diversified.
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