Schwab U.S. Large-Cap ETF remains a buy, benefiting from accelerating AI-driven CapEx and earnings expansion across mega-cap and infrastructure names. SCHX offers broader diversification than SPY, with 750 holdings, capturing growth beyond the Mag 7 and outperforming VTI over the past decade. The expense ratio is a low 0.03%, and quarterly rebalancing ensures alignment with high-quality large-cap companies and evolving market leadership.
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.
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.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 62,975 | $1.33M | $1.91M | $579,095.1 | 43.47% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 117 | $1,652.04 | $3,546.27 | $1,894.23 | 114.66% |
Michelle S. Hickox FIRST FINANCIAL BANKSHARES Inc. | 69,888 | $1.91M | $2.11M | $206,486.46 | 10.84% |
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 336 | $5,056.8 | $10,066.56 | $5,009.76 | 99.07% |
Curtis Ellergodt Rothschild Investment LLC | 18,504 | $443,522.51 | $559,746 | $116,223.49 | 26.2% |
| 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.