Schwab US Large-Cap Value ETFSCHV
SCHV
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
4,750% more repeat investments, than reductions
Existing positions increased: 679 | Existing positions reduced: 14
89% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 53
20% more funds holding in top 10
Funds holding in top 10: 60 [Q3] → 72 (+12) [Q4]
18% more capital invested
Capital invested by funds: $8.64B [Q3] → $10.2B (+$1.55B) [Q4]
4% more funds holding
Funds holding: 774 [Q3] → 802 (+28) [Q4]
3.53% less ownership
Funds ownership: 75.69% [Q3] → 72.16% (-3.53%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for SCHV.
Financial journalist opinion
Positive
Seeking Alpha
3 weeks ago
SCHV: Why A Shift To Value Could Pay Off
SCHV warrants a 'Buy' rating due to its diversified sector concentration, low expense ratio, and attractive valuation compared to other value funds. Schwab U.S. Large-Cap Value ETF's reduced IT sector weight and focus on financials and energy sectors position it for strong future returns. Despite lower past performance, the Fund's top holdings, like Berkshire Hathaway, JPMorgan, and Exxon Mobil, offer solid fundamentals and growth prospects.
Positive
24/7 Wall Street
1 month ago
Baby Boomers: The Only Charles Schwab ETFs To Own For Passive Income and Growth
Investors can adjust their portfolios as they get older to boost their passive income.
Neutral
Zacks Investment Research
2 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
Zacks Investment Research
4 months 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
4 months 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
4 months 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
5 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
5 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
6 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
6 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.
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