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 57.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 12.29 | 3.5 Bil | Technology |
Apple Inc | 10.76 | 3.0 Bil | Technology |
NVIDIA Corp | 9.13 | 2.6 Bil | Technology |
Amazon.com Inc | 6.64 | 1.9 Bil | Consumer Cyclical |
Meta Platforms Inc Class A | 4.15 | 1.2 Bil | Communication Services |
Alphabet Inc Class A | 3.97 | 1.1 Bil | Communication Services |
Alphabet Inc Class C | 3.35 | 939.7 Mil | Communication Services |
Broadcom Inc | 2.47 | 694.8 Mil | Technology |
Eli Lilly and Co | 2.46 | 689.6 Mil | Healthcare |
Tesla Inc | 1.89 | 529.7 Mil | Consumer Cyclical |