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Schwab U.S. Large-Cap ETF(SCHX)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
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Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SCHX
09/16/2026: SCHX (5-star) is a WEAK-BUY. BUY for 48 days. Simulated Profits (-0.03%). Updated daily EoD!
SCHX provides low-cost, broad exposure to the U.S. large-cap equity market, tracking a comprehensive index of the largest companies in the United States. Its primary strengths are its ultra-low expense ratio, institutional-grade liquidity, and the reliability of the Schwab brand. It serves as an excellent 'core' holding for long-term investors looking to capture market returns with minimal friction. Key risks include exposure to systematic U.S. market volatility and sector concentration inherent in large-cap indices. It is best suited for long-term, passive investors who prioritize cost efficiency and broad market participation.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | It provides exposure to the largest, often fastest-growing U.S. companies. |
| Momentum investor | Strong fit while signal remains positive | It captures the upward momentum of large-cap leaders when the broader market trend is favorable. |
| Value investor | Mixed fit | While it includes value stocks, it is a blend of growth and value, not a dedicated value product. |
| Dividend/Income investor | Mixed fit | It offers exposure to many dividend-paying companies but is not specifically optimized for income yield. |
| Low-risk investor | Mixed fit | It involves full market volatility, making it higher risk than fixed-income or cash-equivalent alternatives. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term capital appreciation through a low-cost, set-and-forget core equity position.
Suitability
SCHX is highly suitable for passive index followers and long-term buy-and-hold investors.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity markets are subject to price swings based on economic news and earnings reports. |
| Market risk | Medium / high | The entire portfolio is susceptible to systemic declines in the U.S. stock market. |
| Concentration | Medium | Large-cap indices can become concentrated in a few top sectors or companies. |
| Tracking/expense | Low | The fund maintains very low costs and minimal tracking error against its index. |
| Liquidity | Low | The high volume of trading ensures easy access without significant slippage. |
| Business/sector quality | Low | The fund holds established, highly capitalized U.S. corporations. |
Risk Analysis
Volatility
SCHX exhibits standard market volatility, moving in lockstep with the broader U.S. large-cap equity market.
Market Risk
The fund is subject to systematic market risk, where broad economic factors impact all holdings simultaneously.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities | 99.5 | This exposure provides broad, diversified access to the performance of the largest publicly traded companies in the U.S. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Small cash buffers are maintained for daily liquidity requirements and management of fund inflows and outflows. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 40.32% | Avg. Invested days 67 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/16/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 16, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $73.97B |
| Issuer | Schwab ETFs |
| Expense Ratio | 0.03% |
| Distribution Yield | 1% |
| Inception | Nov 3, 2009 |
Performance
| Period | Total Return |
|---|---|
| YTD | +12.50% |
| 1 Year | +16.80% |
| 3 Year | +20.89% |
| 5 Year | +12.36% |
| 10 Year | +15.39% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 13.06% |
| 3Y Volatility | 13.15% |
| 3Y Sharpe Ratio | 1.17 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 3 / 5 |
| Benchmark | S&P 500 TR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 43.64% |
| Large Cap | 32.80% |
| Mid Cap | 20.30% |
| Small Cap | 2.92% |
| Micro Cap | 0.02% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 38.11% |
| Financial Services | 12.07% |
| Communication Services | 9.45% |
| Healthcare | 9.22% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 20.34x |
| Portfolio P/B | 4.45x |
| Portfolio P/S | 3.14x |
| Holdings Turnover | 4.0% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 7.41% |
| Apple | 7.09% |
| Microsoft | 5.44% |
| Amazon | 3.60% |
| Alphabet Class A | 2.97% |
Upturn AI Summary
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.
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