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Schwab US Large-Cap Growth ETF™ SCHG

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis SCHG

Will SCHG outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCHG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCHG management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SCHG’s parent organization’s priorities and whether they’re in line with investors’ interests.

Cheap, low-turnover exposure to large-growth stocks.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. Schwab US Large-Cap Growth ETF SCHG constructs a well-diversified, market-cap-weighted basket of fast-growing US stocks at a rock-bottom fee, a recipe for success over the long run. The following text is from May 19, 2023.

by Mo'ath Almahasneh
Rated on Published on

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Portfolio Holdings SCHG

More SCHG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

12.29 3.4 Bil
Technology

Apple Inc

10.80 3.0 Bil
Technology

NVIDIA Corp

8.95 2.5 Bil
Technology

Amazon.com Inc

6.78 1.9 Bil
Consumer Cyclical

Meta Platforms Inc Class A

4.13 1.1 Bil
Communication Services

Alphabet Inc Class A

3.98 1.1 Bil
Communication Services

Alphabet Inc Class C

3.36 928.2 Mil
Communication Services

Eli Lilly and Co

2.42 668.7 Mil
Healthcare

Broadcom Inc

2.41 667.0 Mil
Technology

Tesla Inc

1.95 540.0 Mil
Consumer Cyclical