From AI sell-offs to oil spikes, investors have plenty of reasons to seek stability. Here are some ETFs that may help investors achieve stability.
Schwab US Large-Cap Value ETF outperformed expectations, returning ~23.6% vs. S&P 500's ~19% since July 2025, driven by evolving sector exposures. SCHV's portfolio now features increased AI infrastructure and technology weights, with Micron Technology leading at ~4%, reflecting the index's annual style-lock methodology. SpaceX's recent inclusion, though immaterial in weight, highlights SCHV's active-like sleeve and growth-tilted value approach, not a dilution of its core strategy.
Launched on December 11, 2009, the Schwab U.S. Large-Cap Value ETF (SCHV) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 25,395 | $691,188.43 | $861,779.32 | $170,590.89 | 24.68% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 29,516 | $815,666.17 | $1M | $185,959.29 | 22.8% |
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 7,192 | $209,359 | $244,024.56 | $34,665.56 | 16.56% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 45,953 | $1.23M | $1.56M | $332,169.21 | 27.07% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 49,566 | $1.43M | $1.68M | $241,587.14 | 16.85% |
| ARCA Exchange | US Country |
The company operates within the financial sector, specifically focusing on investment funds that target the large-cap value market segment in the United States. Its goal is to generate returns by investing in a portfolio of stocks that are part of the Dow Jones U.S. Large-Cap Value Total Stock Market Index. This index is a subset of the Dow Jones U.S. Total Stock Market Index, focused on large-cap stocks that are classified as "value" based on various factors, including market capitalization and fundamental valuation metrics. The targeted stocks are among the top 750 in terms of full market capitalization, signifying a focus on larger, potentially more stable companies with perceived value investment characteristics.
This product is a mutual fund or exchange-traded fund (ETF) that aims to mirror the performance of the Dow Jones U.S. Large-Cap Value Total Stock Market Index. By investing primarily in stocks that are included in this index, the fund seeks to provide investors with exposure to large-cap companies that are considered undervalued relative to their fundamentals. The selection criteria ensure a focus on stability and potential growth in value, making it an attractive option for investors looking for investment opportunities in the value segment of the large-cap market.