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Morningstar

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

Schwab U.S. Large-Cap Growth ETF SCHG constructs a market-cap weighted portfolio of fast-growing U.S. large-cap stocks with a low fee. Despite being top-heavy, the fund broadly represents the large-growth opportunity set and comes with a fee advantage that should translate into sound peer-relative performance. It earns a Morningstar Medalist Rating of Silver.

by Mo'ath Almahasneh
Rated on Published on

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Portfolio Holdings SCHG

More SCHG Holdings
  • Current Portfolio Date
  • Equity Holdings 250
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 54.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

12.96
2,453,193,381
Technology

Microsoft Corp

11.89
2,249,331,458
Technology

Amazon.com Inc

5.91
1,118,735,836
Consumer Cyclical

NVIDIA Corp

5.18
980,391,934
Technology

Alphabet Inc Class A

3.89
736,664,954
Communication Services

Tesla Inc

3.42
646,605,885
Consumer Cyclical

Meta Platforms Inc Class A

3.36
636,055,829
Communication Services

Alphabet Inc Class C

3.34
631,148,831
Communication Services

UnitedHealth Group Inc

2.37
448,285,160
Healthcare

Eli Lilly and Co

2.22
419,928,239
Healthcare