SCHV
Schwab U.S. Large-Cap Value ETF
📎 Investment Objective
The Schwab U.S. Large-Cap Value ETF seeks to track the performance of the Dow Jones U.S. Large-Cap Value Total Stock Market Index, which measures the performance of large-capitalization U.S. value stocks.
Overview
ETF tracking Schwab U.S. Large-Cap Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Schwab U.S. Large-Cap Value ETF seeks to track the performance of the Dow Jones U.S. Large-Cap Value Total Stock Market Index, which measures the performance of large-capitalization U.S. value stocks.
🎯 Investment Strategy
The ETF invests in a broad portfolio of large-cap U.S. value stocks, seeking to provide exposure to companies that are undervalued relative to their peers. The fund's holdings are weighted by market capitalization and rebalanced quarterly.
✨ Key Features
- Broad exposure to large-cap U.S. value stocks
- Low-cost index-based approach with an expense ratio of 0.00%
- Diversified portfolio of over 300 holdings
- Tracks the Dow Jones U.S. Large-Cap Value Total Stock Market Index
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Sector concentration risk: The fund may be more heavily weighted in certain sectors, which could increase its vulnerability to those sectors
- Style risk: The fund's value-oriented investment approach may underperform growth-oriented or other investment styles
- Liquidity risk: Some of the fund's holdings may be less liquid, which could affect the fund's ability to sell them at desired prices
👤 Best For
The Schwab U.S. Large-Cap Value ETF may be suitable for long-term investors seeking broad exposure to large-cap U.S. value stocks as part of a diversified portfolio. It may be particularly appealing to cost-conscious investors due to its low expense ratio.