(SCHV) Schwab U.S. Large-Cap Value - Overview

ETF Category: Large Value | Exchange: NYSE ARCA (USA) | Market Cap: 15.247m USD | Total Return: 26.6% in 12m

Large-Cap Stocks, Value Equities
Total Rating 69
Safety 57
Buy Signal 0.03
Large Value
Category Rotation: +6.3
TER: 0.04%
AUM: 15.2B
Avg Turnover: 99.7M
Risk 3d forecast
Volatility10.9%
VaR 5th Pctl2.00%
VaR vs Median1.41%
Reward TTM
Sharpe Ratio1.99
Rel. Str. IBD60.1
Rel. Str. Peer Group58.5
Character TTM
Beta0.673
Beta Downside0.703
Hurst Exponent0.468
Drawdowns 3y
Max DD15.27%
CAGR/Max DD1.24
CAGR/Mean DD8.56

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: SCHV Schwab U.S. Large-Cap Value

The Schwab U.S. Large-Cap Value ETF (SCHV) tracks the Dow Jones U.S. Large-Cap Value Total Stock Market Index, targeting the 750 largest domestic companies identified by value characteristics. The fund utilizes a passive management strategy to capture the performance of undervalued equities within the broader market.

Value-oriented funds typically maintain high exposure to the Financials and Industrials sectors, which often trade at lower price-to-earnings ratios compared to growth-weighted indices. This business model focuses on established corporations with stable cash flows rather than high-growth speculative firms. Further analysis of these underlying holdings is available on ValueRay for those refining their portfolio strategy.

Headlines to Watch Out For
  • Federal Reserve interest rate cuts impact net interest margins for financial sector holdings
  • Domestic consumer spending levels drive earnings for core industrial and consumer staple components
  • Energy price fluctuations significantly influence valuation of heavy-weighted oil and gas constituents
  • Relative valuation spread between growth and value stocks dictates institutional capital rotation trends
What is the price of SCHV shares?

As of May 26, 2026, the stock is trading at USD 33.31 with a total of 2,706,500 shares traded.
Over the past week, the price has changed by +2.30%, over one month by +4.09%, over three months by +3.99% and over the past year by +26.55%.

Is SCHV a buy, sell or hold?

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