21 important things you should know about Charles Schwab SCHX ETF
Updated: October 03, 2022
Pros
3-year return above the benchmark
5-year return above the benchmark
10-year return above the benchmark
Low expense ratio
Cons

None for now.

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Before we start: if you're looking for SCHX “stock” price, you can quickly find it out by visiting Finny and typing "SCHX quote". If you're looking for a quick scoop on SCHX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "SCHX". You'll get all this info in one place.

Are you looking to buy or sell SCHX? Or perhaps you're looking for SCHX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this SCHX ETF review, we'll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you'll be able to find in this review:

  • Fact Sheet: SCHX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: SCHX buy or sell; the pros and cons of investing in SCHX ETF;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to SCHX.

And here is the list of questions we’ll answer:

  1. Describe Schwab U.S. Large-Cap ETF (SCHX).
  2. What is SCHX underlying index?
  3. What are SCHX holdings?
  4. What is SCHX performance? What are SCHX historical returns?
  5. How many up and down years did SCHX have historically?
  6. What is SCHX dividend yield?
  7. What is SCHX expense ratio?
  8. What is SCHX tax efficiency (tax-cost ratio)?
  9. What is SCHX beta? How would you assess SCHX risk?
  10. What is SCHX Sharpe ratio?
  11. What is SCHX Finny Score? SCHX buy or sell?
  12. What are the pros of investing in SCHX? What are SCHX buy reasons?
  13. What are the cons of investing in SCHX? What are SCHX sell reasons?
  14. Compare and contrast: SCHX vs VOO.
  15. Compare and contrast: SCHX vs SCHB.
  16. Compare and contrast: SCHX vs SCHG.
  17. Compare and contrast: SCHX vs SPY.
  18. Compare and contrast: SCHX vs SWPPX.
  19. Compare and contrast: SCHX vs IVV.
  20. Compare and contrast: SCHX vs VTI.
  21. Compare and contrast: SCHX vs VV.

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe Schwab U.S. Large-Cap ETF (SCHX).

Schwab Strategic Trust - Schwab U.S. Large-Cap ETF is an exchange traded fund launched and managed by Charles Schwab Investment Management, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of large-cap companies. It seeks to track the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index, by using full replication technique. Schwab Strategic Trust - Schwab U.S. Large-Cap ETF was formed on November 3, 2009 and is domiciled in the United States.

2. What is SCHX underlying index?

Dow Jones U.S. Large Cap Total Stock Market Index.

3. What are SCHX top holdings?

SCHX has 755 stock holdings and 0 bond holdings .

The top 10 holdings represent 24.92% of total assets. Here are the top holdings:

Name Symbol % Assets
Apple Inc AAPL 5.37%
Microsoft Corp MSFT 5.10%
Amazon.com Inc AMZN 3.69%
Facebook Inc A FB 2.08%
Alphabet Inc A GOOGL 1.84%
Alphabet Inc Class C GOOG 1.78%
Berkshire Hathaway Inc Class B BRK.B 1.32%
Tesla Inc TSLA 1.31%
NVIDIA Corp NVDA 1.25%
JPMorgan Chase & Co JPM 1.18%

4. What is SCHX performance? What are SCHX historical returns?

SCHX has generated the following returns:

  • 1-month return is 5.60%;
  • 3-month return is -7.21%;
  • 1-year return is -10.20%;
  • 3-year return is 11.38%;
  • 5-year return is 12.41%;
  • 10-year return is 13.31%.

5. How many up and down years did SCHX have historically?

In the last 10 years, SCHX had 9 up years and 1 down year.

SCHX up and down years

6. What is SCHX dividend yield?

SCHX yield is 1.58%.

7. What is SCHX expense ratio?

SCHX expense ratio is 0.03%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

SCHX expenses

8. What is SCHX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is %;
  • 3-year ax cost ratio is %.
SCHX tax costs

9. What is SCHX beta? How would you assess SCHX risk?

  • 3-year beta is 1.02;
  • 5-year beta is 1.02;
  • 10-year beta is 1.01.
SCHX Beta

10. What is SCHX Sharpe ratio?

  • 3-year Sharpe ratio is 0.57;
  • 5-year Sharpe ratio is 0.72;
  • 10-year Sharpe ratio is 1.67.
SCHX Sharpe ratio

Analysis

11. What is Finny Score? buy or sell?

Finny Score is 100. Our quantitative analysis shows 4 reasons to buy and 0 reasons to sell it, resulting in the Finny Score of 100.

12. What are the pros of investing in SCHX? What are SCHX buy reasons?

The following are SCHX strengths from our perspective:

  • SCHX 3-year return is 11.38%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • SCHX 5-year return is 12.41%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • SCHX 10-year return is 13.31%, which is higher than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
  • SCHX expense ratio is 0.03%, which is considered low. Nice job picking a low-cost fund.

13. What are the cons of investing in SCHX? What are SCHX negatives?

There are no visible red flags.

Alternatives

14. Compare and contrast: SCHX vs VOO.

Both SCHX and VOO are ETFs.

SCHX has a lower 5-year return than VOO (12.41% vs 12.52%).

SCHX has a lower expense ratio than VOO (0.03% vs 0.04%).

SCHX VOO
Segment Equity: U.S. - Large Cap Equity: U.S. - Large Cap
Net Assets $28.90B $263.93B
Expense Ratio 0.03% 0.04%
Management Style passive (index-based) passive (index-based)
Underlying Index Dow Jones U.S. Large Cap Total Stock Market Index S&P 500
Dividend Yield 1.58% 1.62%

VOO profile: Vanguard Index Funds - Vanguard S&P 500 ETF is an exchange traded fund launched and managed by The Vanguard Group, Inc. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It seeks to track the performance of the S&P 500 Index, by using full replication technique. Vanguard Index Funds - Vanguard S&P 500 ETF was formed on August 31, 1976 and is domiciled in the United States.

For further information, check out SCHX vs VOO comparison details.

15. Compare and contrast: SCHX vs SCHB.

Both SCHX and SCHB are ETFs.

SCHX has a higher 5-year return than SCHB (12.41% vs 11.99%).

SCHX and SCHB have the same expense ratio (0.03%). Below is the comparison between SCHX and SCHB.

SCHX SCHB
Segment Equity: U.S. - Large Cap Equity: U.S. - Total Market
Net Assets $28.90B $20.36B
Expense Ratio 0.03% 0.03%
Management Style passive (index-based) passive (index-based)
Underlying Index Dow Jones U.S. Large Cap Total Stock Market Index Dow Jones U.S. Broad Stock Market Index
Dividend Yield 1.58% 1.56%

SCHB profile: Schwab Strategic Trust - Schwab U.S. Broad Market ETF is an exchange traded fund launched and managed by Charles Schwab Investment Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the Dow Jones U.S. Broad Stock Market Index, by using representative sampling technique. Schwab Strategic Trust - Schwab U.S. Broad Market ETF was formed on November 3, 2009 and is domiciled in the United States.

For further information, check out SCHX vs SCHB comparison details.

16. Compare and contrast: SCHX vs SCHG.

Both SCHX and SCHG are ETFs.

SCHX has a lower 5-year return than SCHG (12.41% vs 15.63%).

SCHX has a lower expense ratio than SCHG (0.03% vs 0.04%).

SCHX SCHG
Segment Equity: U.S. - Large Cap Equity: U.S. - Large Cap Growth
Net Assets $28.90B $14.48B
Expense Ratio 0.03% 0.04%
Management Style passive (index-based) passive (index-based)
Underlying Index Dow Jones U.S. Large Cap Total Stock Market Index Dow Jones U.S. Large Cap Growth Total Stock Market Index
Dividend Yield 1.58% 0.47%

SCHG profile: Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF is an exchange traded fund launched and managed by Charles Schwab Investment Management, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth stocks of large-cap companies. The fund seeks to track the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index, by using full replication technique. Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF was formed on December 11, 2009 and is domiciled in the United States.

For further information, check out SCHX vs SCHG comparison details.

17. Compare and contrast: SCHX vs SPY.

Both SCHX and SPY are ETFs.

SCHX has a lower 5-year return than SPY (12.41% vs 12.47%).

SCHX has a lower expense ratio than SPY (0.03% vs 0.09%).

SCHX SPY
Segment Equity: U.S. - Large Cap Equity: U.S. - Large Cap
Net Assets $28.90B $358.23B
Expense Ratio 0.03% 0.09%
Management Style passive (index-based) passive (index-based)
Underlying Index Dow Jones U.S. Large Cap Total Stock Market Index S&P 500
Dividend Yield 1.58% 1.54%

SPY profile: SPDR S&P 500 ETF Trust is an exchange traded fund launched and managed by State Street Global Advisors, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It seeks to track the performance of the S&P 500 Index, by using full replication technique. SPDR S&P 500 ETF Trust was formed on January 22, 1993 and is domiciled in the United States.

For further information, check out SCHX vs SPY comparison details.

18. Compare and contrast: SCHX vs SWPPX.

SCHX is an ETF, whereas SWPPX is a mutual fund.

SCHX has a lower 5-year return than SWPPX (12.41% vs 16.56%).

SCHX has a higher expense ratio than SWPPX (0.03% vs 0.02%).

SCHX SWPPX
Segment Equity: U.S. - Large Cap U.S. Equity: Large Blend
Net Assets $28.90B $64.35B
Expense Ratio 0.03% 0.02%
Management Style passive (index-based) passive (index-based)
Underlying Index Dow Jones U.S. Large Cap Total Stock Market Index N/A
Dividend Yield 1.58% 1.34%

SWPPX profile: The Fund seeks to track the total return of the S&P 500 Index. The Fund will invest at least 80% of its net assets in these stocks; typically, the actual percentage is considerably higher. The Fund generally will seek to replicate the performance of the index by giving the same weight to a given stock as the index does.

For further information, check out SCHX vs SWPPX comparison details.

19. Compare and contrast: SCHX vs IVV.

Both SCHX and IVV are ETFs.

SCHX has a lower 5-year return than IVV (12.41% vs 12.52%).

SCHX and IVV have the same expense ratio (0.03%). Below is the comparison between SCHX and IVV.

SCHX IVV
Segment Equity: U.S. - Large Cap Equity: U.S. - Large Cap
Net Assets $28.90B $295.99B
Expense Ratio 0.03% 0.03%
Management Style passive (index-based) passive (index-based)
Underlying Index Dow Jones U.S. Large Cap Total Stock Market Index S&P 500
Dividend Yield 1.58% 1.62%

IVV profile: iShares Trust - iShares Core S&P 500 ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of large-cap companies. It seeks to track the performance of the S&P 500 Index, by using representative sampling technique. iShares Trust - iShares Core S&P 500 ETF was formed on May 15, 2000 and is domiciled in the United States.

For further information, check out SCHX vs IVV comparison details.

20. Compare and contrast: SCHX vs VTI.

Both SCHX and VTI are ETFs.

SCHX has a higher 5-year return than VTI (12.41% vs 12%).

SCHX has a lower expense ratio than VTI (0.03% vs 0.14%).

SCHX VTI
Segment Equity: U.S. - Large Cap Equity: U.S. - Total Market
Net Assets $28.90B $261.38B
Expense Ratio 0.03% 0.14%
Management Style passive (index-based) passive (index-based)
Underlying Index Dow Jones U.S. Large Cap Total Stock Market Index CRSP US Total Market Index
Dividend Yield 1.58% 1.56%

VTI profile: Vanguard Index Funds - Vanguard Total Stock Market ETF is an exchange traded fund launched and managed by The Vanguard Group, Inc. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the CRSP US Total Market Index, by using representative sampling technique. Vanguard Index Funds - Vanguard Total Stock Market ETF was formed on April 27, 1992 and is domiciled in the United States.

For further information, check out SCHX vs VTI comparison details.

21. Compare and contrast: SCHX vs VV.

Both SCHX and VV are ETFs.

SCHX has a lower 5-year return than VV (12.41% vs 12.44%).

SCHX has a lower expense ratio than VV (0.03% vs 0.17%).

SCHX VV
Segment Equity: U.S. - Large Cap Equity: U.S. - Large Cap
Net Assets $28.90B $24.95B
Expense Ratio 0.03% 0.17%
Management Style passive (index-based) passive (index-based)
Underlying Index Dow Jones U.S. Large Cap Total Stock Market Index CRSP US Large Cap Index
Dividend Yield 1.58% 1.57%

VV profile: Vanguard Index Funds - Vanguard Large-Cap ETF is an exchange traded fund launched and managed by The Vanguard Group, Inc. It invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. The fund seeks to track the performance of the CRSP US Large Cap Index, by using full replication technique. Vanguard Index Funds - Vanguard Large-Cap ETF was formed on January 27, 2004 and is domiciled in the United States.

For further information, check out SCHX vs VV comparison details.

In the SCHX review, we covered SCHX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.