Schwab US Large Cap Value ETF (SCHV) | SCHV

Medium RiskEquity
Schwab US Large Cap Value ETF (SCHV)
Issued by:Schwab
Index : AMEX
Unit Price (NAV) :
$
Minimum investment: 2 units
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Schwab US Large Cap Value ETF (SCHV) | SCHV

Schwab US Large Cap Value ETF (SCHV) | SCHV

About SCHV ETF

Schwab US Large Cap Value ETF (SCHV) tracks an index composed of large cap value companies in the United States.

Overview:
SCHV?s objective is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Value Total Stock Market Index.

This ETF gives exposure to a straightforward low-cost fund with access to stock classified as value based on a number of factors.

About the Fund Manager:
Charles Schwab has grown from a small discount brokerage to a leading investment services firm with more total assets than any publicly traded investment services firm in the U.S., the #1 custodian for independent advisors, and a leader in asset management and retirement planning. Total clients asset under management - $3.72 trillion

Recommended for:
Growth

Returns

PerformanceYTD1Y3Y5Y10Y
Schwab US Large Cap Value ETF (SCHV)14.87%39.77%11.91%12.47%11.33%

Asset Class

Asset type breakdown
Stock US98.82%
Stock non-US1.14%
Cash0.04%

SCHV Holdings - Top 10

NameiWeightage (%)
Berkshire Hathaway Inc2.44%
JPMorgan Chase & Co2.36%
Johnson & Johnson2.10%
The Walt Disney Company1.73%
The Procter & Gamble Company1.58%
Bank of America Corporation1.46%
Intel Corporation1.30%
Comcast Corporation1.26%
Exxon Mobil Corporation1.19%
Verizon Communications Inc1.16%

SCHV Sectors/Industry Breakdown

Sectori% of market value
Financial Services19.12%
Industrials13.78%
Healthcare13.47%
Technology12.76%
Consumer Defensive9.27%
Consumer Cyclicals8.71%
Communication Services6.37%
Utilities4.65%
Energy4.64%
Real Estate4.33%
Basic Materials2.91%

SCHV Countries

Countryi% of market value
North America98.86%
Europe Developed0.58%
United Kingdom0.25%
Asia Emerging0.22%
Asia Developed0.09%

Projected Returns

Investment ofper month
gives returns of :
at 8.02% / annum
$in 10 years
amount
for a time period of
time1Y3Y5Y10Y
Returnsbased on historic SIP returns of 8.02% per annum
$
$
$+ 8.02

SCHV Summary Data

Total Net Assets $i
Average Mkt Cap Mil $i
Symbol SCHV
Exchange ARCX
Asset class Equity

SCHV Portfolio Data & Volatility Analysis

Net Expense Ratio 0.04i
Beta 1.01i
Valuations Rates Portfolio PE 18.08957i
3 Year Standard Deviation 19.26i
Schwab US Large Cap Value ETF (SCHV) | SCHV