Schwab US Large-Cap Growth ETFSCHG
SCHG
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
68% more call options, than puts
Call options by funds: $8.09M | Put options by funds: $4.81M
37% more repeat investments, than reductions
Existing positions increased: 613 | Existing positions reduced: 446
18% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 91
1% less funds holding
Funds holding: 1,358 [Q4 2024] → 1,343 (-15) [Q1 2025]
10% less funds holding in top 10
Funds holding in top 10: 216 [Q4 2024] → 195 (-21) [Q1 2025]
76% less capital invested
Capital invested by funds: $75.9B [Q4 2024] → $18.1B (-$57.7B) [Q1 2025]
117.81% less ownership
Funds ownership: 169.95% [Q4 2024] → 52.14% (-117.81%) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for SCHG.
Financial journalist opinion
Based on 3 articles about SCHG published over the past 30 days
Positive
Seeking Alpha
1 week ago
The Simple Path To Wealth With 2 Buy And Hold 'Forever' ETFs
Dividend growth investing is a powerful strategy for younger investors seeking long-term wealth accumulation and compounding returns. Investing in growth/mega-cap tech stocks is also a proven strategy for outsized long-term wealth building. I compare these two strategies side-by-side and share which 2 ETFs I would pick if I were looking for a buy-and-hold "forever" ETF strategy.
Positive
Seeking Alpha
2 weeks ago
SCHG: Passive Growth Exposure With Broader Market Breadth
Schwab U.S. Large-Cap Growth ETF is a tech-heavy, large-cap growth ETF with marginally broader diversification and lower mega-cap concentration than VUG, making it a strong core-plus option. SCHG has outperformed VUG slightly in both bull and corrective markets, thanks to its adaptive style scoring. While SCHG carries concentration risk and high correlation to major tech names, its passive rebalancing and exposure to innovation cycles make it suitable for long-term growth investors.
Positive
24/7 Wall Street
3 weeks ago
3 Schwab ETFs Retirees Can Trust for Steady Income in 2025
It is never too early to start planning for retirement. The sooner you do, the higher your financial security in your golden years.
Positive
24/7 Wall Street
1 month ago
Baby Boomers: 4 Schwab ETFs for Passive Income and Stability in Retirement
Investing in exchange-traded funds is a safe and reliable way to ensure steady returns amid market volatility.
Neutral
24/7 Wall Street
1 month ago
All-In on QQQ? These 3 ETFs Offer a Smarter Path to Growth
The Invesco QQQ ETF tracks the Nasdaq 100-Index and has been a strong gain winner over the past several years, with a 5-year annualized return of 20.5%.
Negative
Seeking Alpha
1 month ago
SCHG: Still Overvalued Despite Recent Drops
Schwab U.S. Large-Cap Growth ETF is currently overvalued, with a high P/E ratio compared to historical data, indicating potential further declines. The ETF's heavy weighting towards large-cap tech names exposes it to significant risks from trade wars, AI investment reductions, and Federal Reserve uncertainties. Given the macroeconomic risks and high valuation, it is prudent to hold off on investing in SCHG until positive shifts in these risk factors occur.
Positive
Seeking Alpha
1 month ago
SCHG: Contrarian Opportunity
The Schwab U.S. Large-Cap Growth ETF is heavily concentrated in the tech sector, particularly the 'magnificent 7' stocks with significant AI exposure. Despite recent underperformance, the ETF presents a contrarian buying opportunity due to the tech sector's valuation contraction in 2025. The ETF's portfolio is dominated by Nvidia, Apple, and Microsoft, with 49% of investments in Information Technology.
Positive
24/7 Wall Street
1 month ago
3 Top Schwab ETFs to Buy With the S&P 500 in Correction
The market downturn has led to investors scrambling for safe and secure investment options.
Positive
Seeking Alpha
1 month ago
The 50/50 Dividend Strategy: One Of My Favorite Ways To Build Wealth
The 50/50 strategy blends the simplicity of ETFs with the customization of individual dividend stocks, optimizing returns while managing risks. This approach suits a wide range of investors, from beginners to experienced, aiming to balance quality dividend growth with exposure to long-term trends. Investing should be creative, like playing with Lego bricks, allowing for personalized portfolios that align with specific financial goals.
Neutral
Zacks Investment Research
2 months ago
Should Schwab U.S. Large-Cap Growth ETF (SCHG) Be on Your Investing Radar?
If you're interested in broad exposure to the Large Cap Growth segment of the US equity market, look no further than the Schwab U.S. Large-Cap Growth ETF (SCHG), a passively managed exchange traded fund launched on 12/11/2009.
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