Schwab U.S. Large-Cap Growth ETF SCHG constructs a market-cap weighted portfolio of fast-growing U.S. large-cap stocks with a low fee. Despite being top-heavy, the fund broadly represents the large-growth opportunity set and comes with a fee advantage that should translate into sound peer-relative performance. It earns a Morningstar Medalist Rating of Silver.
Schwab US Large-Cap Growth ETF™ SCHG
Morningstar’s Analysis SCHG
Will SCHG 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 56.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 12.32 | 3.4 Bil | Technology |
Apple Inc | 10.62 | 2.9 Bil | Technology |
NVIDIA Corp | 8.87 | 2.4 Bil | Technology |
Amazon.com Inc | 6.85 | 1.9 Bil | Consumer Cyclical |
Meta Platforms Inc Class A | 4.20 | 1.1 Bil | Communication Services |
Alphabet Inc Class A | 3.97 | 1.1 Bil | Communication Services |
Alphabet Inc Class C | 3.35 | 917.9 Mil | Communication Services |
Eli Lilly and Co | 2.43 | 664.2 Mil | Healthcare |
Broadcom Inc | 2.35 | 643.2 Mil | Technology |
UnitedHealth Group Inc | 1.90 | 520.3 Mil | Healthcare |