Schwab US Large-Cap Value ETF
SCHV

$79.83

0.26%

Market Cap: $11.5B

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

18% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 51

1% more funds holding

Funds holding: 728 [Q1] → 737 (+9) [Q2]

4% more capital invested

Capital invested by funds: $7.56B [Q1] → $7.85B (+$289M) [Q2]

3% less funds holding in top 10

Funds holding in top 10: 60 [Q1] → 58 (-2) [Q2]

32% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 294

136.27% less ownership

Funds ownership: 206.66% [Q1] → 70.39% (-136.27%) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for SCHV.

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Financial journalist opinion

Zacks Investment Research

Should Schwab U.S. Large-Cap Value ETF (SCHV) Be on Your Investing Radar?

Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the Schwab U.S. Large-Cap Value ETF (SCHV) is a passively managed exchange traded fund launched on 12/11/2009.

Should Schwab U.S. Large-Cap Value ETF (SCHV) Be on Your Investing Radar?

SCHV: Value Remains Cheap Compared To Growth

Value has lagged growth for a while and could be due for a comeback. SCHV has seen reasonable dividend growth on a year-over-year basis. The lack of Tech holdings makes this fund a good diversifier.

SCHV: Value Remains Cheap Compared To Growth

Zacks Investment Research

Should Schwab U.S. Large-Cap Value ETF (SCHV) Be on Your Investing Radar?

Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the Schwab U.S. Large-Cap Value ETF (SCHV) is a passively managed exchange traded fund launched on 12/11/2009.

Should Schwab U.S. Large-Cap Value ETF (SCHV) Be on Your Investing Radar?

SCHV: Value Is A Questionable Choice As Interest Rates Are Steady

SCHV is a nicely diversified investment vehicle that targets comparatively inexpensive U.S. stocks. Financials-heavy SCHV is offering a weighted-average adjusted EY of around 5.2% that comes with a 5.24% forward EPS growth rate. SCHV underperformed IVV and IVE over the January 2010–May 2024 period, capturing less downside but, sadly, less upside as well.

SCHV: Value Is A Questionable Choice As Interest Rates Are Steady

Zacks Investment Research

Should Schwab U.S. Large-Cap Value ETF (SCHV) Be on Your Investing Radar?

Launched on 12/11/2009, 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.

Should Schwab U.S. Large-Cap Value ETF (SCHV) Be on Your Investing Radar?

SCHV: Unconvincing Value ETF

Schwab U.S. Large-Cap Value ETF™ holds over 500 stocks with value characteristics based on forward P/E, price-to-book and dividend. The SCHV ETF is well-diversified across sectors and holdings, but heavily weighted in financials. The fund has lagged behind the S&P 500 since its inception and underperformed other value funds in recent years.

SCHV: Unconvincing Value ETF

Zacks Investment Research

Top-Ranked Value ETFs to Buy Amid Uncertainty Around Rate Cut

Inflation is running hotter than expected, sparking concerns about the Fed interest rates cut in June. The uncertainty has raised the appeal for value investing.

Top-Ranked Value ETFs to Buy Amid Uncertainty Around Rate Cut

Zacks Investment Research

Should Schwab U.S. Large-Cap Value ETF (SCHV) Be on Your Investing Radar?

Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the Schwab U.S. Large-Cap Value ETF (SCHV) is a passively managed exchange traded fund launched on 12/11/2009.

Should Schwab U.S. Large-Cap Value ETF (SCHV) Be on Your Investing Radar?

Zacks Investment Research

Should Schwab U.S. Large-Cap Value ETF (SCHV) Be on Your Investing Radar?

If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the Schwab U.S. Large-Cap Value ETF (SCHV), a passively managed exchange traded fund launched on 12/11/2009.

Should Schwab U.S. Large-Cap Value ETF (SCHV) Be on Your Investing Radar?

SCHV: 2024 Could Mark Value's Return

Value investing focuses on undervalued stocks, while growth investing focuses on high-growth stocks. Schwab U.S. Large-Cap Value ETF™ is a compelling choice for investors seeking exposure to the Large Cap Value segment of the U.S. equity market. The SCHV ETF has a well-balanced portfolio with top holdings including Berkshire Hathaway, JPMorgan Chase, Exxon Mobil, Johnson & Johnson, and Procter & Gamble.

SCHV: 2024 Could Mark Value's Return

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