Schwab US Large- Cap ETFSCHX
SCHX
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
6,106% more repeat investments, than reductions
Existing positions increased: 1,117 | Existing positions reduced: 18
1,672% more call options, than puts
Call options by funds: $1.65M | Put options by funds: $93K
203% more first-time investments, than exits
New positions opened: 185 | Existing positions closed: 61
22% more capital invested
Capital invested by funds: $20.9B [Q3] → $25.5B (+$4.59B) [Q4]
8% more funds holding
Funds holding: 1,233 [Q3] → 1,329 (+96) [Q4]
7% more funds holding in top 10
Funds holding in top 10: 187 [Q3] → 200 (+13) [Q4]
0.81% less ownership
Funds ownership: 49.02% [Q3] → 48.21% (-0.81%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for SCHX.
Financial journalist opinion
Based on 3 articles about SCHX published over the past 30 days
Positive
Seeking Alpha
1 week ago
SCHX: Stock Market Crash Offers A Great Buying Opportunity For Hefty Gains
The current market selloff presents a prime buying opportunity for investors with high-risk tolerance, as valuations are attractive, and rate cuts may fuel a rebound. Schwab U.S. Large-Cap ETF is recommended for its diversified portfolio, low expense ratio, solid liquidity, and decent yield, making it ideal for a buy-and-hold strategy. Historical data shows bear markets are short-lived, averaging 9.9 months, while bull markets last longer, suggesting potential for significant long-term gains.

Neutral
Zacks Investment Research
1 week ago
5 Top-Ranked ETFs Under $20 to Buy Now
The recent market bloodbath has provided investors with a great opportunity to tap low-priced ETFs.

Neutral
Zacks Investment Research
2 weeks ago
Should Schwab U.S. Large-Cap ETF (SCHX) Be on Your Investing Radar?
Launched on 11/03/2009, the Schwab U.S. Large-Cap ETF (SCHX) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Blend segment of the US equity market.

Neutral
Zacks Investment Research
2 months ago
Should Schwab U.S. Large-Cap ETF (SCHX) Be on Your Investing Radar?
Launched on 11/03/2009, the Schwab U.S. Large-Cap ETF (SCHX) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Blend segment of the US equity market.

Positive
24/7 Wall Street
2 months 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
24/7 Wall Street
2 months ago
SCHX vs. VOO: Which Large-Cap ETF Belongs in Your Retirement Portfolio?
In the creation of stock indexes, the criteria for inclusion parameters often cross over and overlap.

Positive
Seeking Alpha
2 months ago
SCHX: The Perfect Companion For A Dividend Focused Portfolio
As a dividend-focused investor, I recommend pairing growth-oriented SCHX with a portfolio of dividend stocks. This way, investors can unlock both income and growth potential. SCHX provides diversified exposure to 753 large-cap US companies, with a low expense ratio of 0.03%, and has outperformed the S&P 500 over the past decade. The ETF's significant tech allocation, including top holdings like Apple, NVIDIA, and Microsoft positions it to benefit from AI advancements.

Neutral
Zacks Investment Research
3 months ago
6 Keys to a Robust ETF Portfolio
Here are the six keys to building a robust and healthy ETF portfolio that could offer capital appreciation as well as downside protection.

Neutral
Zacks Investment Research
4 months ago
Should Schwab U.S. Large-Cap ETF (SCHX) Be on Your Investing Radar?
Launched on 11/03/2009, the Schwab U.S. Large-Cap ETF (SCHX) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Blend segment of the US equity market.

Positive
24/7 Wall Street
5 months ago
Schwab US Large-Cap ETF (SCHX) Is a Buy Right Now
The Schwab U.S. Large-Cap ETF (SCHX) is among the top passively managed exchange-traded funds I think investors may be overlooking right now.

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