About SCHV ETF
Schwab US Large Cap Value ETF (SCHV) tracks an index composed of large cap value companies in the United States.
Returns
| Performance | YTD | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|
| Schwab US Large Cap Value ETF | 6.30% | 23.66% | 9.02% | 12.06% | 10.97% |
Asset Class
Asset type breakdown
Stock US98.78%
Stock non-US1.11%
Cash0.11%
SCHV Holdings - Top 10
| Namei | Weightage (%) | |
|---|---|---|
| Johnson & Johnson | 3.11% | |
| The Procter & Gamble Company | 2.70% | |
| JPMorgan Chase & Co | 2.44% | |
| Verizon Communications Inc | 1.98% | |
| Merck & Co., Inc | 1.70% | |
| Intel Corporation | 1.68% | |
| AT&T Inc | 1.66% | |
| Walmart Inc | 1.62% | |
| Comcast Corporation | 1.60% | |
| Pfizer Inc | 1.60% |
SCHV Sectors/Industry Breakdown
| Sectori | % of market value | |
|---|---|---|
| Financial Services | 18.62% | |
| Healthcare | 14.13% | |
| Industrials | 13.39% | |
| Technology | 12.87% | |
| Consumer Defensive | 9.33% | |
| Consumer Cyclicals | 8.64% | |
| Communication Services | 6.77% | |
| Energy | 4.75% | |
| Utilities | 4.48% | |
| Real Estate | 4.17% | |
| Basic Materials | 2.84% |
SCHV Countries
| Country | % of market value | |
|---|---|---|
| North America | 98.89% | |
| Europe Developed | 0.60% | |
| United Kingdom | 0.21% | |
| Asia Emerging | 0.21% | |
| Asia Developed | 0.09% |
Projected Returns
gives returns of :
at 7.67% / annum
$in 10 yearsamount
for a time period of
time1Y3Y5Y10Y
Returnsbased on historic SIP returns of 7.67% per annum
$
$
$+ 7.67
SCHV Summary Data
| Fund Size(AUM) | $ | i |
| Avg. mkt. cap (MM) | $ | i |
| Symbol | SCHV | |
| Exchange | ARCX |
| Asset class | EQUITY |
SCHV Portfolio Data & Volatility Analysis
| Expense ratio | 0.04 | i |
| Beta | 1 | i |
| P/E ratio | 16.88418 | i |
| Standard Deviation | 19.13 | i |
