Schwab US Large-Cap Growth ETF
SCHG
Market cap $32.8B

104.07 USD

+1.15

1.12%

At close Oct 4, 4:00 PM EDT

After hours

104.08

+0.01

0.01%

1 day

1.12%

5 days

0.69%

1 month

8.17%

3 months

-0.40%

6 months

12.64%

Year to date

27.37%

1 year

39.88%

5 years

148.73%

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

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

240% more call options, than puts

Call options by funds: $8.44M | Put options by funds: $2.48M

81% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 62

14% more capital invested

Capital invested by funds: $14.9B [Q1] → $16.9B (+$2.03B) [Q2]

11% more repeat investments, than reductions

Existing positions increased: 437 | Existing positions reduced: 392

6% more funds holding in top 10

Funds holding in top 10: 171 [Q1] → 181 (+10) [Q2]

5% more funds holding

Funds holding: 1,101 [Q1] → 1,151 (+50) [Q2]

2.34% less ownership

Funds ownership: 56.13% [Q1] → 53.79% (-2.34%) [Q2]

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Research analyst outlook

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

See Analyst Rankings

Financial journalist opinion

Based on 4 articles about SCHG published over the past 30 days

SCHG: A Mag 7 Heavy Growth ETF

The Schwab U.S. Large-Cap Growth ETF offers strong historical returns and aggressive Mag 7 exposure. With a 48.7% IT sector weighting and a 0.04% expense ratio, SCHG is positioned for significant growth, despite potential tech sector volatility. The Schwab U.S. Large-Cap Growth ETF has outperformed the Vanguard Growth ETF, delivering a 148.7% return over five years.

SCHG: A Mag 7 Heavy Growth ETF

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.

Schwab Asset Management Announces ETF Share Splits

SCHG's Double Advantage: Rate Cuts, AI Growth (Rating Upgrade)

SCHG is poised for growth due to the Fed cutting rates, which benefits growth stocks by reducing borrowing costs and stimulating economic activity. After the advent of ChatGPT in November of 2022, AI adoption is in the growth phase, with SCHG holdings like Microsoft, Amazon, and Alphabet driving corporate and consumer AI integration. There is also Apple with its iPhones to allow millions to access super smart apps.

SCHG's Double Advantage: Rate Cuts, AI Growth (Rating Upgrade)

Zacks Investment Research

5 Growth ETFs to Buy as Inflation Drops to a 3-Year Low

Inflation in the United States increases at the slowest pace in three years in August. Investors seeking to capitalize on this trend could invest in growth ETFs.

5 Growth ETFs to Buy as Inflation Drops to a 3-Year Low

SCHG: Far More Concentration Risk Than Most Realize

Growth investing has thrived due to tech dominance; Schwab U.S. Large-Cap Growth ETF offers broad exposure to this sector with low fees. SCHG's top five holdings—Apple, Microsoft, Nvidia, Amazon, and Meta—comprise 44.5% of assets, posing significant concentration risk. The fund's heavy tech focus can lead to volatility in downturns, making it vulnerable despite its strong performance history.

SCHG: Far More Concentration Risk Than Most Realize

I love investing in ETFs and will highlight two of the most popular ETFs. SCHD, the Schwab U.S. Dividend Equity ETF, has consistently outperformed the S&P 500, offering a solid dividend yield and growth, making it a great compliment to tech-heavy investments. SCHG, the Schwab U.S. Large-Cap Growth ETF, focuses on growth with heavy exposure to technology and communication services, offering a lower expense ratio compared to QQQ.

SCHD Vs. SCHG

SCHG: An Excellent Growth Oriented, Tech-Weighted ETF

The SCHG ETF has delivered an impressive 10-year average annual total return of 16.3% and charges an expense fee of only 0.04%. SCHG ETF offers concentrated exposure to the top cash-rich Tech companies that have strong global brands, generate excellent free-cash-flow, and are well positioned to monetize AI. Apple and Microsoft are the top-two holdings and equate to ~23.5% of the entire portfolio. Nvidia, Amazon, and Google equate to another 23.5% of the fund.

SCHG: An Excellent Growth Oriented, Tech-Weighted ETF

Zacks Investment Research

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

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

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

SCHG: Time To Buy The Dip In Big Tech

SCHG has tripled over the past decade by investing in the top technology companies. Recent market rotation may present an attractive buying opportunity. Top holdings include Microsoft, Apple, Nvidia, and Amazon, all with strong financial returns and excellent future potential in AI and cloud. SCHG has outperformed peers and S&P 500 with 16.3% average 10-year return, but risks include a relatively high P/E ratio.

SCHG: Time To Buy The Dip In Big Tech

Zacks Investment Research

ETFs to Track If Harris Joins Presidential Race on Biden's Exit

President Joe Biden ended his presidential campaign on Sunday and announced his endorsement of Vice President Kamala Harris as the Democratic nominee for president.

ETFs to Track If Harris Joins Presidential Race on Biden's Exit

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