Schwab US Large Cap Value ETF | SCHV

Medium RiskEquity
Schwab US Large Cap Value ETF
Issued by:Schwab
Exchange : AMEX
Unit Price (NAV) :
$
Minimum investment: 3 units
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Schwab US Large Cap Value ETF | SCHV

Schwab US Large Cap Value ETF | SCHV

About SCHV ETF

Schwab US Large Cap Value ETF (SCHV) tracks an index composed of large cap value companies in the United States.

Overview:
SCHV?s objective is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Value Total Stock Market Index.

This ETF gives exposure to a straightforward low-cost fund with access to stock classified as value based on a number of factors.

About the Fund Manager:
Charles Schwab has grown from a small discount brokerage to a leading investment services firm with more total assets than any publicly traded investment services firm in the U.S., the #1 custodian for independent advisors, and a leader in asset management and retirement planning. Total clients asset under management - $3.72 trillion

Recommended for:
Growth

Returns

SCHV Charts
Lifetime9.67%p.a
52 Week High: $|52 Week Low: $
PerformanceYTD actual1Y p.a3Y p.a5Y p.a10Y p.a
Schwab US Large Cap Value ETF18.27%22.44%11.55%11.18%12.59%

Asset Class

Asset type breakdown
Stock US98.99%
Stock non-US0.94%
Cash0.07%

SCHV Holdings - Top 10

NameiWeightage (%)
Berkshire Hathaway Inc2.31%
JPMorgan Chase & Co2.13%
The Home Depot Inc1.91%
Johnson & Johnson1.86%
The Procter & Gamble Company1.60%
Bank of America Corporation1.49%
Pfizer Inc1.30%
The Walt Disney Company1.19%
Exxon Mobil Corporation1.15%
Comcast Corporation1.04%

SCHV Sectors/Industry Breakdown

Sectori% of market value
Financial Services18.62%
Healthcare13.66%
Industrials13.62%
Technology12.52%
Consumer Cyclicals10.58%
Consumer Defensive9.14%
Communication Services5.25%
Real Estate4.68%
Energy4.59%
Utilities4.46%
Basic Materials2.88%

SCHV Countries

Countryi% of market value
North America99.06%
Europe Developed0.57%
United Kingdom0.23%
Asia Developed0.10%
Asia Emerging0.04%

Returns Calculator

Investment ofper month
gives returns of :
at 9.27% / annum
$in 10 years
amount
for a time period of
time1Y3Y5Y10Y
Returnsbased on historic SIP returns of 9.27% per annum
$
$
$+ 9.27

SCHV Summary Data

Total Net Assets $i
Average Mkt Cap Mil $i
Symbol SCHV
Exchange ARCX
Asset class Equity

SCHV Key Metrics

Net Expense Ratio 0.04i
Beta 1i
Valuations Rates Portfolio PE 16.57198i
3 Year Standard Deviation 19.32i

SCHV Fact Sheets & Reports

Schwab US Large Cap Value ETF | SCHV