Three funds dominate the large-cap growth ETF category, each taking a different route to roughly the same destination.
Two facts about the Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) tell you almost everything you need to decide whether it belongs in your portfolio.
Schwab U.S. Large-Cap Growth ETF is rated BUY for its exposure to leading U.S. growth companies and a low 0.04% expense ratio. SCHG's concentrated portfolio captures durable growth trends in AI, cloud, automation, and digital infrastructure, but relies heavily on a few large-cap names. Returns will increasingly depend on continued earnings growth from top holdings rather than further valuation expansion over the next 6-12 months.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 1.42M | $37.19M | $50.11M | $12.93M | 34.76% |
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 27,946 | $684,845.57 | $987,052.72 | $302,207.15 | 44.13% |
Curtis Ellergodt Rothschild Investment LLC | 576 | $16,830.02 | $20,361.6 | $3,531.58 | 20.98% |
Tom McDonald Richards, MERRILL & PETERSON Inc. | 3,968 | $126,618.67 | $140,288.64 | $13,669.97 | 10.8% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 3.63M | $122.77M | $128.14M | $5.37M | 4.37% |
| ARCA Exchange | US Country |
The foundation of the specified fund's strategy lies in its focus on leveraging the potential of the stock market by investing in stocks included in the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. This index is a subset of the Dow Jones U.S. Total Stock Market Index, specifically designed to capture the large-cap growth segment actually accessible to investors in the market. By targeting companies ranked within the top 750 by full market capitalization that are also classified as "growth" according to several criteria, the fund aims to maximize returns for its investors by tapping into the dynamism and potential of these growth-oriented large-cap stocks.
This service is at the core of the fund's offering, focusing on investment in large-cap stocks deemed to exhibit growth characteristics. These stocks are selected from the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. The selection process involves identifying companies ranked 1-750 by full market capitalization that are classified as "growth" based on a myriad of factors, including but not limited to, their earnings growth, revenue growth, and market potential. This careful selection aims to ensure that investors have access to stocks with the potential for significant appreciation.