Schwab US Large-Cap Value ETFSCHV
SCHV
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
90% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 39
16% more repeat investments, than reductions
Existing positions increased: 317 | Existing positions reduced: 273
1.61% more ownership
Funds ownership: 72.76% [Q4 2024] → 74.37% (+1.61%) [Q1 2025]
1% more funds holding in top 10
Funds holding in top 10: 72 [Q4 2024] → 73 (+1) [Q1 2025]
1% more funds holding
Funds holding: 808 [Q4 2024] → 819 (+11) [Q1 2025]
10% less capital invested
Capital invested by funds: $9.82B [Q4 2024] → $8.82B (-$995M) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for SCHV.
Financial journalist opinion
Neutral
Zacks Investment Research
3 weeks 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
1 month ago
SCHV's Diversified Portfolio And Earnings Growth Power Makes It A Solid Long-Term Investment
Schwab U.S. Large-Cap Value ETF (SCHV) is recommended for its ability to limit downside risk and generate steady returns, outperforming broader market indices in uncertain conditions. SCHV's portfolio, heavily weighted in financials, industrials, and health care sectors, is poised for robust earnings growth, supporting share price and dividend returns. The ETF's low per share price, attractive valuations, and high liquidity make it an appealing long-term investment option with a low expense ratio of 0.04%.
Positive
Zacks Investment Research
1 month ago
Buy Top-Ranked Value ETFs for Outperformance
Value ETFs present a strategic investment opportunity to navigate ongoing volatility and potential shifts in trade policies.
Positive
24/7 Wall Street
1 month ago
These 3 Schwab ETFs Can Provide the Defensive Exposure You're Looking For
Active and passive investors alike have plenty to gain from considering exchange traded funds (ETFs) as part of their investing strategy.
Neutral
Zacks Investment Research
2 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.
Positive
Seeking Alpha
3 months 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
4 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
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
Zacks Investment Research
7 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
7 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.
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