Schwab US Large- Cap ETFSCHX
SCHX
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
6,111% more repeat investments, than reductions
Existing positions increased: 1,118 | Existing positions reduced: 18
1,672% more call options, than puts
Call options by funds: $1.65M | Put options by funds: $93K
202% more first-time investments, than exits
New positions opened: 184 | Existing positions closed: 61
22% more capital invested
Capital invested by funds: $20.6B [Q3] → $25.2B (+$4.58B) [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]
0.78% less ownership
Funds ownership: 49.01% [Q3] → 48.22% (-0.78%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for SCHX.
Financial journalist opinion
Based on 5 articles about SCHX published over the past 30 days
Positive
24/7 Wall Street
1 week 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.
Positive
24/7 Wall Street
1 week 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
2 weeks 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
3 weeks 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
3 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
3 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
3 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
3 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
3 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
4 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.
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