The Schwab U.S. Large-Cap ETF (SCHX) was launched on November 3, 2009, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Blend segment of the US equity market.
Schwab US Large-Cap ETF remains a buy, offering diversified exposure to top global companies and outperforming the S&P 500 with a 29.6% annual return. SCHX is heavily weighted toward technology (34.26%), positioning it to capture AI-driven growth, while quarterly rebalancing enhances responsiveness to market changes. The ETF's broad holdings dilute individual stock impact, reducing volatility but potentially underperforming more concentrated tech indices like QQQ during strong rallies.
The Schwab U.S. Large-Cap ETF (NYSEARCA:SCHX | SCHX Price Prediction) charges 0.03% a year, holds 750 stocks, and just paid a quarterly distribution of $0.0732 per share on March 30, 2026.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 78,534 | $1.62M | $2.33M | $706,576.44 | 43.49% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 117 | $1,652.04 | $3,473.14 | $1,821.1 | 110.23% |
| MSH Michelle S. Hickox FIRST FINANCIAL BANKSHARES Inc. | 30,678 | $751,578.51 | $910,676.43 | $159,097.92 | 21.17% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 490 | $7,374.5 | $14,545.65 | $7,171.15 | 97.24% |
| CE Curtis Ellergodt Rothschild Investment LLC | 18,588 | $445,422.51 | $551,784.78 | $106,362.27 | 23.88% |
| ARCA Exchange | US Country |
The fund aims to achieve its investment objective by focusing on stocks included in the Dow Jones U.S. Large-Cap Total Stock Market Index. This index represents the large-cap segment of the Dow Jones U.S. Total Stock Market Index that is accessible to investors in the marketplace. Specifically, it encompasses the companies ranked 1-750 by full market capitalization, making it a critical benchmark for investors aiming to tap into the potential of the United States' largest and most influential companies. The Dow Jones U.S. Large-Cap Total Stock Market Index is distinguished by its float-adjusted, market capitalization-weighted approach, ensuring that it reflects the actual market value of its constituent securities, adjusted for their available float.
The fund's main strategy revolves around investing in large-cap stocks that are part of the Dow Jones U.S. Large-Cap Total Stock Market Index. Products and Services provided by the fund include:
This service focuses on investments in the largest U.S. companies by market capitalization, as defined by their inclusion in the Dow Jones U.S. Large-Cap Total Stock Market Index. The fund targets stocks ranked 1-750, capitalizing on the growth and stability of established companies.
The fund's portfolio is weighted according to the market capitalization of its constituents. This means that companies with a higher market value have a more significant impact on the fund's performance. This weighting strategy is designed to reflect the actual market standings of the investments, adjusted for float, thereby offering a realistic and potentially profitable investment opportunity.