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Schwab US Large-Cap ETF™ SCHX ETF Analysis

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

Morningstar’s Analysis SCHX

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

  • People Pillar

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

Cheap and broad option for large-cap investors.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

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.

by Mo'ath Almahasneh
Rated on Published on

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