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Schwab US Large-Cap Value ETF™ SCHV

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis SCHV

Will SCHV 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 SCHV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCHV 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 SCHV’s parent organization’s priorities and whether they’re in line with investors’ interests.

Cheap fund with recent hiccups.

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 U.S. Large-Cap Value ETF SCHV constructs a well-diversified, market-cap-weighted basket of U.S. value stocks at a rock-bottom fee, a recipe for success over the long run. The following text is from April 10, 2023.

by Mo'ath Almahasneh
Rated on Published on

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Portfolio Holdings SCHV

More SCHV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

3.48 365.9 Mil
Financial Services

JPMorgan Chase & Co

2.56 269.4 Mil
Financial Services

Exxon Mobil Corp

2.24 235.5 Mil
Energy

Procter & Gamble Co

1.77 185.8 Mil
Consumer Defensive

Johnson & Johnson

1.68 176.6 Mil
Healthcare

The Home Depot Inc

1.56 164.6 Mil
Consumer Cyclical

Merck & Co Inc

1.50 158.3 Mil
Healthcare

AbbVie Inc

1.39 145.8 Mil
Healthcare

Chevron Corp

1.31 138.2 Mil
Energy

Bank of America Corp

1.21 127.8 Mil
Financial Services