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.
Schwab US Large-Cap Growth ETF™ SCHG
Morningstar’s Analysis SCHG
Will SCHG outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 58.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 12.34 | 3.5 Bil | Technology |
NVIDIA Corp | 10.97 | 3.1 Bil | Technology |
Apple Inc | 10.69 | 3.1 Bil | Technology |
Amazon.com Inc | 6.43 | 1.8 Bil | Consumer Cyclical |
Meta Platforms Inc Class A | 4.05 | 1.2 Bil | Communication Services |
Alphabet Inc Class A | 4.00 | 1.1 Bil | Communication Services |
Alphabet Inc Class C | 3.38 | 966.8 Mil | Communication Services |
Eli Lilly and Co | 2.51 | 717.1 Mil | Healthcare |
Broadcom Inc | 2.37 | 678.4 Mil | Technology |
Tesla Inc | 1.89 | 541.0 Mil | Consumer Cyclical |