Schwab U.S. Large-Cap ETF SCHX offers a well-diversified, market-cap-weighted portfolio that accurately captures the large- and mid-cap opportunity set while charging a low fee, a recipe for success over the long run.
Schwab US Large-Cap ETF™ SCHX
Morningstar’s Analysis SCHX
Will SCHX 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 30.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 6.67 | 2.6 Bil | Technology |
Apple Inc | 5.38 | 2.1 Bil | Technology |
NVIDIA Corp | 4.32 | 1.7 Bil | Technology |
Amazon.com Inc | 3.54 | 1.4 Bil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.38 | 927.0 Mil | Communication Services |
Alphabet Inc Class A | 2.06 | 800.7 Mil | Communication Services |
Alphabet Inc Class C | 1.74 | 678.6 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 1.62 | 630.6 Mil | Financial Services |
Eli Lilly and Co | 1.28 | 498.5 Mil | Healthcare |
JPMorgan Chase & Co | 1.22 | 476.6 Mil | Financial Services |