Schwab US Large-Cap Value ETFSCHV
SCHV
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
47% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 45
8% more capital invested
Capital invested by funds: $7.93B [Q2] → $8.59B (+$662M) [Q3]
4.19% more ownership
Funds ownership: 71.11% [Q2] → 75.3% (+4.19%) [Q3]
3% more funds holding
Funds holding: 743 [Q2] → 764 (+21) [Q3]
8% more repeat investments, than reductions
Existing positions increased: 274 | Existing positions reduced: 253
3% less funds holding in top 10
Funds holding in top 10: 60 [Q2] → 58 (-2) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for SCHV.
Financial journalist opinion
Neutral
Zacks Investment Research
1 month ago
Should Schwab U.S. Large-Cap Value ETF (SCHV) Be on Your Investing Radar?
The Schwab U.S. Large-Cap Value ETF (SCHV) was launched on 12/11/2009, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market.
Negative
Seeking Alpha
1 month ago
SCHV: The Case For Large-Cap Value And The Risks
SCHV manages $12 billion at an expense ratio of 0.04% and offers a more defensive large-cap exposure. Its lower tech allocation and higher Financials sector exposure provide more stability and greater potential when it comes to lower interest rates. While SCHV may underperform in high-growth periods, its lower valuation and reduced volatility make it a solid choice for cautious investors today.
Positive
24/7 Wall Street
1 month ago
Schwab US Large-Cap Value ETF (SCHV) Is a Buy Right Now
For investors looking for exposure to high-quality large-cap stocks out there, being a stock picker in this space can be very frustrating.
Positive
Zacks Investment Research
2 months ago
5 ETF Strategies to Follow in Q4
We have highlighted some investing strategies that could be extremely beneficial for investors heading into the fourth quarter.
Neutral
Business Wire
2 months ago
Schwab Asset Management Announces ETF Share Splits
WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Asset Management®, the asset management arm of The Charles Schwab Corporation, today announced forward share splits on 20 Schwab ETFs. Forward ETF share splits increase the number of shares outstanding and decrease the Net Asset Value (NAV) per share. The share splits will not change the total value of a shareholder's investment. The ETF share splits will apply to shareholders of record as of the close of US markets on October 9, 2024, payable after the.
Neutral
Zacks Investment Research
3 months ago
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.
Positive
Seeking Alpha
4 months ago
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.
Neutral
Zacks Investment Research
5 months ago
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.
Neutral
Seeking Alpha
6 months ago
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.
Neutral
Zacks Investment Research
7 months ago
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.
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