SCHX:NYE-Schwab U.S. Large-Cap ETF (USD)

ETF | Large Blend | NYE

Last Closing Price

USD 76.38

Change

0.00 (0.00)%

Market Cap

USD 20.49B

Volume

0.95M

Average Target Price

N/A
Average Analyst Rating

N/A

Fundamental Analysis

Verdict

About

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index. 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.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Valuation Growth & Performance

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-07-11 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
VTI Vanguard Total Stock Market In.. 0.03 %

N/A

USD872.08B
VOO Vanguard S&P 500 ETF 0.03 %

N/A

USD533.81B
SPY SPDR S&P 500 ETF Trust 0.10 %

N/A

USD274.45B
IVV iShares Core S&P 500 ETF 0.04 %

N/A

USD194.76B
VIG Vanguard Dividend Appreciation.. 0.06 %

N/A

USD51.64B
VV Vanguard Large-Cap Index Fund .. 0.04 %

N/A

USD26.69B
ITOT iShares Core S&P Total U.S. St.. 0.03 %

N/A

USD24.99B
IWB iShares Russell 1000 ETF 0.15 %

N/A

USD21.74B
SCHB Schwab U.S. Broad Market ETF 0.03 %

N/A

USD14.75B
RSP Invesco S&P 500 Equal Weight E.. 0.20 %

N/A

USD12.15B

ETFs Containing SCHX

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Large Blend)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.56% 70% C- 76% C
Dividend Return 0.39% 55% F 15% F
Total Return -0.17% 71% C- 75% C
Trailing 12 Months  
Capital Gain 6.11% 69% D+ 81% B-
Dividend Return 0.88% 51% F 19% F
Total Return 6.99% 64% D 80% B-
Trailing 5 Years  
Capital Gain 53.86% 79% C+ 84% B
Dividend Return 9.51% 35% F 35% F
Total Return 63.37% 67% D+ 84% B
Average Annual (5 Year Horizon)  
Capital Gain 10.76% 67% D+ 77% C+
Dividend Return 1.75% 57% F 42% F
Total Return 12.50% 67% D+ 75% C
Risk Return Profile  
Volatility (Standard Deviation) 8.82% 39% F 77% C+
Risk Adjusted Return 141.81% 54% F 94% A
Market Capitalization 20.49B 91% A- 90% A-
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.