(SCHV) Schwab U.S. Large-Cap Value - NYSE
ETF Category: Large Value | Exchange: NYSE (USA) | Market Cap: 15.488m USD | Total Return: 26.7% in 12m
Avg Turnover: 103M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
The Schwab U.S. Large-Cap Value ETF (SCHV) tracks the Dow Jones U.S. Large-Cap Value Total Stock Market Index, targeting the value-oriented segment of the 750 largest U.S. companies by market capitalization. The fund selects constituents based on fundamental metrics such as projected price-to-earnings ratios, price-to-book ratios, and dividend yields to identify undervalued equities.
Value-oriented ETFs typically exhibit higher concentrations in mature sectors like Financials, Health Care, and Energy, which often prioritize capital return through dividends over aggressive growth reinvestment. This business model focuses on established corporations with stable cash flows that may be trading at a discount relative to their intrinsic worth. Investors can use ValueRay to further analyze how these specific sector weightings impact long-term performance.
Since its inception in 2009, SCHV has provided low-cost exposure to large-cap stocks that the index classifies as value based on multiple statistical factors. The fund ensures liquidity by only including shares actually available to investors in the marketplace, excluding restricted or closely held blocks.
- Fed interest rate policy dictates valuation multiples for financial-heavy value holdings
- Corporate earnings growth in defensive sectors stabilizes fund net asset value
- Relative performance of value factors versus growth drives investor capital inflows
- Low expense ratio maintains competitive advantage against peer large-cap value ETFs
As of June 09, 2026, the stock is trading at USD 33.67 with a total of 5,445,134 shares traded.
Over the past week, the price has changed by +0.33%,
over one month by +3.06%,
over three months by +8.45% and
over the past year by +26.74%.
Schwab U.S. Large-Cap Value has no consensus analysts rating.