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

ETF | Large Blend | NYE

Last Closing Price

USD 58.83

Change

0.00 (0.00)%

Market Cap

USD 18.29B

Volume

2.33M

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: 2020-04-05 )

Largest Industry Peers for Large Blend

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

N/A

USD840.92B
VOO Vanguard S&P 500 ETF 0.03 %

N/A

USD500.87B
SPY SPDR S&P 500 ETF Trust 0.10 %

N/A

USD262.09B
IVV iShares Core S&P 500 ETF 0.04 %

N/A

USD192.67B
VIG Vanguard Dividend Appreciation.. 0.06 %

N/A

USD48.41B
VV Vanguard Large-Cap Index Fund .. 0.04 %

N/A

USD24.05B
ITOT iShares Core S&P Total U.S. St.. 0.03 %

N/A

USD23.03B
IWB iShares Russell 1000 ETF 0.15 %

N/A

USD20.34B
SCHB Schwab U.S. Broad Market ETF 0.03 %

N/A

USD14.85B
RSP Invesco S&P 500 Equal Weight E.. 0.20 %

N/A

USD14.70B

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 -23.41% 53% F 62% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return -23.41% 53% F 61% D-
Trailing 12 Months  
Capital Gain -14.79% 51% F 68% D+
Dividend Return 0.93% 27% F 21% F
Total Return -13.85% 49% F 67% D+
Trailing 5 Years  
Capital Gain 18.04% 67% D+ 84% B
Dividend Return 9.42% 33% F 36% F
Total Return 27.45% 56% F 83% B
Average Annual (5 Year Horizon)  
Capital Gain 10.51% 67% D+ 77% C+
Dividend Return 1.81% 57% F 42% F
Total Return 12.32% 67% D+ 75% C
Risk Return Profile  
Volatility (Standard Deviation) 8.92% 39% F 77% C+
Risk Adjusted Return 138.09% 54% F 94% A
Market Capitalization 18.29B 86% B 91% 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.