SCHX : Schwab U.S. Large-Cap ETF

SCHX is a US Stocks Market Large Blend with LOW fees.

SCHX

Schwab U.S. Large-Cap ETF

FI Score

92 /100

Diversification Rating

8 /10

Expense Ratio Rating

10 /10

Expense Rating

10 /10

Market Score

9 /10

Category Score

10 /10

Market Size

9 /10

92% FI Score
  • schx
  • ETF
  • US Stocks
  • Large Blend

Schwab U.S. Large-Cap ETF

Expenses: 0.03% (Better than 1% of similar funds)

This is a great choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index. To pursue its goal, the fund generally invests in stocks that are included in the Dow Jones U.S. Large-Cap Total Stock Market Index. The index includes the large-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Total Stock Market Index includes the components ranked 1-750 by full market capitalization. The index is a float-adjusted market capitalization weighted index.

Largest Holdings

Amount Holding
5.10% Microsoft Corporation
4.84% Apple Inc
3.71% Amazon.com, Inc
1.98% Facebook, Inc
1.56% Alphabet Inc
1.43% Johnson & Johnson
1.32% Berkshire Hathaway Inc Class B
1.22% Visa Inc
1.11% JPMorgan Chase & Co

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs up duo