Schwab US Large-Cap Value ETF

SCHV

Market cap $13.7B

Overview Fund Activity

29.11 USD

+0.15

0.52%

At close Updated Sep 18, 3:59 PM EDT

1 day

0.52%

5 days

0.1%

1 month

2.97%

3 months

7.5%

6 months

9.56%

Year to date

12%

1 year

10.1%

5 years

63.91%

10 years

116.11%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

98% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 46

25% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 267

6% more capital invested

Capital invested by funds: $8.85B [Q1] → $9.38B (+$528M) [Q2]

4% more funds holding

Funds holding: 828 [Q1] → 864 (+36) [Q2]

3% more funds holding in top 10

Funds holding in top 10: 74 [Q1] → 76 (+2) [Q2]

0.28% less ownership

Funds ownership: 74.62% [Q1] → 74.34% (-0.28%) [Q2]

See Fund Rankings

Financial journalist opinion

SCHV: A Year Later, Value Funds Still Have Plenty Of Relevance

SCHV offers a value-focused approach, tracking the Dow Jones U.S. Large-Cap Value Index for investors seeking large-cap value exposure. The ETF has delivered solid performance over the past year, supporting its role as a core holding for value-oriented portfolios. Value funds like SCHV remain attractive amid market uncertainties, providing diversification away from growth-heavy strategies.

SCHV: A Year Later, Value Funds Still Have Plenty Of Relevance

SCHV: A Quiet Contender In A Growth Dominated World

SCHV offers strong value exposure, defensive characteristics, and a low expense ratio, making it a core holding for value diversification. The ETF's style purity leads to low tech exposure and high sector diversification, but results in lower returns versus peers with growth tilts. While SCHV lags VTV in bull markets, it should excel during true value-driven regimes, supporting its role as a portfolio stabilizer.

SCHV: A Quiet Contender In A Growth Dominated World

Zacks Investment Research

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

Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the Schwab U.S. Large-Cap Value ETF (SCHV), a passively managed exchange traded fund launched on 12/11/2009.

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

Zacks Investment Research

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.

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

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%.

SCHV's Diversified Portfolio And Earnings Growth Power Makes It A Solid Long-Term Investment

Zacks Investment Research

Buy Top-Ranked Value ETFs for Outperformance

Value ETFs present a strategic investment opportunity to navigate ongoing volatility and potential shifts in trade policies.

Buy Top-Ranked Value ETFs for Outperformance

24/7 Wall Street

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.

These 3 Schwab ETFs Can Provide the Defensive Exposure You're Looking For

Zacks Investment Research

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.

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

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.

SCHV: Why A Shift To Value Could Pay Off

24/7 Wall Street

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.

Baby Boomers: The Only Charles Schwab ETFs To Own For Passive Income and Growth

See News Rankings

Charts implemented using Lightweight Charts™