SCHX
Schwab U.S. Large- Cap ETF
📎 Investment Objective
The Schwab U.S. Large-Cap ETF seeks to track the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index, which represents the large-cap segment of the U.S. equity market.
Overview
ETF tracking Schwab U.S. Large- Cap ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Schwab U.S. Large-Cap ETF seeks to track the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index, which represents the large-cap segment of the U.S. equity market.
🎯 Investment Strategy
The ETF invests in a representative sample of the securities included in the index, holding each stock in approximately the same proportion as its weighting in the index. This strategy is designed to provide investment results that closely correspond to the price and yield performance of the index.
✨ Key Features
- Broad exposure to the large-cap segment of the U.S. equity market
- Low-cost index-based approach with an expense ratio of 0.00%
- Diversified portfolio of large-capitalization U.S. companies
- Potential for long-term capital appreciation in line with the U.S. large-cap market
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market conditions or other factors
- Tracking error risk: The ETF may not perfectly track the performance of its underlying index
- Concentration risk: The ETF's performance may be more volatile due to its focus on the large-cap segment of the market
- Liquidity risk: The ETF's shares may trade at a premium or discount to its net asset value
👤 Best For
The Schwab U.S. Large-Cap ETF may be suitable for long-term investors seeking broad exposure to the large-cap segment of the U.S. equity market as part of a diversified portfolio. It may be particularly appealing to cost-conscious investors due to its low expense ratio.