Schwab U.S. Large-Cap ETF (SCHX) — ETF Analysis on Winston

Key Facts

• Issuer: Schwab
• Asset Class: Stock
• Price: $29.34
• Expense Ratio: 3.00%
• Assets Under Management: $72.8B
• Dividend Yield: 1.01%
• Number of Holdings: 754
• Inception Date: 2009-11-03
• Currency: USD

Winston Score

Schwab U.S. Large-Cap ETF has a Winston Score of 86 out of 100.

Performance

• 1-Year Return: 29.26%
• 3-Year Return: 73.81%
• 5-Year Return: 66.21%

Top Holdings

NVIDIA CORP (N/A%), APPLE INC (N/A%), MICROSOFT CORP (N/A%), AMAZON COM INC (N/A%), ALPHABET INC CLASS A (N/A%)

Sector Breakdown

Basic Materials (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%), Energy (N/A%)