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.
Schwab US Large-Cap ETF™ SCHX
Morningstar’s Analysis SCHX
Will SCHX 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 32.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 6.75 | 2.8 Bil | Technology |
NVIDIA Corp | 6.00 | 2.5 Bil | Technology |
Apple Inc | 5.84 | 2.4 Bil | Technology |
Amazon.com Inc | 3.52 | 1.5 Bil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.21 | 916.3 Mil | Communication Services |
Alphabet Inc Class A | 2.19 | 910.1 Mil | Communication Services |
Alphabet Inc Class C | 1.85 | 768.5 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 1.56 | 645.5 Mil | Financial Services |
Eli Lilly and Co | 1.37 | 568.2 Mil | Healthcare |
Broadcom Inc | 1.29 | 537.3 Mil | Technology |