SCHG ETF Analysis: Schwab U.S. Large-Cap Growth | NYSE

Large Growth | NYSE, USA | Market Cap: 58.368m USD | 12M Return: 11.8% | Charts, Fundamentals & Technical Analysis

Large-Cap Stocks, Growth Equities, US Market, Broad Index
Total Rating 46
Safety 39
Buy Signal -0.31
Large Growth
Category Rotation: -11.4
TER: 0.04%
AUM: 58.4B
Avg Turnover: 252M
Risk 3d forecast
Volatility19.3%
VaR 5th Pctl3.65%
VaR vs Median4.93%
Reward TTM
Sharpe Ratio0.50
Rel. Str. IBD41.2
Rel. Str. Peer Group36.7
Character TTM
Beta1.279
Beta Downside1.270
Hurst Exponent0.523
Drawdowns 3y
Max DD23.39%
CAGR/Max DD0.89
CAGR/Mean DD5.89

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.0% 10
Feb -4.0% 17
Mar -1.8% 26
Apr +1.1% 12
May +2.9% 34
Jun +1.8% 27
Jul +1.1% 22
Aug -0.6% 22
Sep -1.3% 30
Oct +0.7% 8
Nov +1.6% 20
Dec -1.2% 37

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: SCHG Schwab U.S. Large-Cap Growth

Schwabs SCHG is a passively managed exchange-traded fund that seeks to track the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. The underlying index represents the growth-oriented segment of the U.S. large-cap equity market, drawing its components from the top 750 stocks in the Dow Jones U.S. Total Stock Market Index by full market capitalization.

To qualify for inclusion, companies must be classified as growth based on multiple fundamental factors such as earnings growth, revenue growth, and book value momentum. This index-tracking approach exposes investors to a diversified portfolio of established U.S. companies expected to grow faster than the broader market, reflecting the typical business model of large-cap growth ETFs-providing broad, rules-based access to the U.S. growth equity segment at a low cost.

Headlines to Watch Out For
  • Mega-cap tech earnings and AI revenue drive index performance
  • Rising interest rates pressure growth stock valuations disproportionately
  • Top ten holdings concentration creates outsized single-stock risk
What is the price of SCHG shares?

As of July 26, 2026, the stock is trading at USD 33.46 with a total of 8,102,505 shares traded. Over the past week, the price has changed by -2.11%, over one month by +1.46%, over three months by +1.75% and over the past year by +11.78%.

Current recommended Stop Loss: 32.50 (which is 2.9% or 2 ATR below the current price).

Is SCHG a buy, sell or hold?

Schwab U.S. Large-Cap Growth has no consensus analysts rating.