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.
Schwab US Large-Cap Value ETF™ SCHV
Morningstar’s Analysis SCHV
Will SCHV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 18.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 3.40 | 359.9 Mil | Financial Services |
JPMorgan Chase & Co | 2.57 | 271.8 Mil | Financial Services |
Exxon Mobil Corp | 2.44 | 258.3 Mil | Energy |
Procter & Gamble Co | 1.80 | 190.9 Mil | Consumer Defensive |
Johnson & Johnson | 1.68 | 177.3 Mil | Healthcare |
The Home Depot Inc | 1.59 | 168.4 Mil | Consumer Cyclical |
Merck & Co Inc | 1.51 | 159.4 Mil | Healthcare |
AbbVie Inc | 1.35 | 142.7 Mil | Healthcare |
Chevron Corp | 1.30 | 137.1 Mil | Energy |
Bank of America Corp | 1.20 | 126.5 Mil | Financial Services |