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Schwab US Large-Cap Growth ETF™ SCHG

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.

Cheap, low-turnover exposure to large-growth stocks.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

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.

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Portfolio Holdings SCHG

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 60.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

12.17 3.9 Bil
Technology

Apple Inc

11.82 3.7 Bil
Technology

NVIDIA Corp

11.29 3.6 Bil
Technology

Amazon.com Inc

6.43 2.0 Bil
Consumer Cyclical

Meta Platforms Inc Class A

4.05 1.3 Bil
Communication Services

Alphabet Inc Class A

3.92 1.2 Bil
Communication Services

Alphabet Inc Class C

3.29 1.0 Bil
Communication Services

Eli Lilly and Co

2.69 852.0 Mil
Healthcare

Broadcom Inc

2.68 849.0 Mil
Technology

Tesla Inc

2.41 764.1 Mil
Consumer Cyclical