Morningstar

Schwab U.S. 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 the 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.

Broad and cheap exposure to large-growth stocks.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

Schwab US Large-Cap Growth ETF accurately represents the large-growth segment of the US stock market, allowing its low fee and efficient portfolio to carve out a long-term edge.

by Brendan McCann
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 59.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

12.09 8B
Technology

Apple Inc

11.91 8B
Technology

Microsoft Corp

9.21 6B
Technology

Amazon.com Inc

5.59 4B
Consumer Cyclical

Broadcom Inc

4.20 3B
Technology

Alphabet Inc Class A

3.89 2B
Communication Services

Meta Platforms Inc Class A

3.74 2B
Communication Services

Alphabet Inc Class C

3.14 2B
Communication Services

Tesla Inc

3.08 2B
Consumer Cyclical

Eli Lilly and Co

2.98 2B
Healthcare

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