(SCHG) Schwab U.S. Large-Cap - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US8085243009 • Large Growth
SCHG: Stocks, Equities, Large-Cap, Growth, Companies
The Schwab U.S. Large-Cap Growth ETF (SCHG) aims to track the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index, which focuses on large-cap growth stocks within the U.S. equity market. The index selects the top 750 companies by market capitalization that exhibit growth characteristics, such as strong revenue and earnings growth, from the broader Dow Jones U.S. Total Stock Market Index. This approach ensures the fund invests in established companies with potential for sustained growth.
With an average trading volume of 12,509,850 shares over the past 20 days, SCHG offers liquidity for investors seeking exposure to large-cap growth stocks. The funds current price of $23.69 reflects its recent market activity, while its 20-day, 50-day, and 200-day moving averages of $24.59, $26.06, and $26.40, respectively, indicate its recent price trends. The Average True Range (ATR) of 0.88 suggests moderate volatility in its daily price movements.
As of the latest data, the fund manages approximately $31,207.98 million in assets under management (AUM), making it a substantial player in the large-cap growth ETF category. This scale allows for efficient tracking of its underlying index while maintaining a competitive expense ratio.
Additional Sources for SCHG ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
SCHG ETF Overview
Market Cap in USD | 35,567m |
Category | Large Growth |
TER | 0.04% |
IPO / Inception | 2009-12-11 |
SCHG ETF Ratings
Growth Rating | 72.0 |
Fundamental | - |
Dividend Rating | 45.1 |
Rel. Strength | 1.78 |
Analysts | - |
Fair Price Momentum | 23.12 USD |
Fair Price DCF | - |
SCHG Dividends
Dividend Yield 12m | 0.44% |
Yield on Cost 5y | 1.03% |
Annual Growth 5y | 5.54% |
Payout Consistency | 90.8% |
SCHG Growth Ratios
Growth Correlation 3m | -86% |
Growth Correlation 12m | 48.1% |
Growth Correlation 5y | 75.9% |
CAGR 5y | 18.33% |
CAGR/Max DD 5y | 0.53 |
Sharpe Ratio 12m | 1.28 |
Alpha | 0.92 |
Beta | 1.244 |
Volatility | 43.47% |
Current Volume | 6852.9k |
Average Volume 20d | 14098.1k |
As of May 01, 2025, the stock is trading at USD 25.42 with a total of 6,852,857 shares traded.
Over the past week, the price has changed by +4.95%, over one month by +1.52%, over three months by -10.56% and over the past year by +14.67%.
Yes. Based on ValueRay Analyses, Schwab U.S. Large-Cap (NYSE ARCA:SCHG) is currently (May 2025) a good stock to buy. It has a ValueRay Growth Rating of 71.98 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SCHG as of May 2025 is 23.12. This means that SCHG is currently overvalued and has a potential downside of -9.05%.
Schwab U.S. Large-Cap has no consensus analysts rating.
According to ValueRays Forecast Model, SCHG Schwab U.S. Large-Cap will be worth about 27 in May 2026. The stock is currently trading at 25.42. This means that the stock has a potential upside of +6.18%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 27 | 6.2% |