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ETFs

Schwab U.S. Large-Cap Value ETF

SCHV
$--
Today’s Change
-- (--)

Snapshot
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Inception Date
Dec 11 2009
Expense Ratio
0.04%
Type
US Equities
Fund Owner
Schwab
Volume (1m avg. daily)
$22,318,310
AUM
$9,479,441,496
Associated Index
Dow Jones U.S. Large-Cap Value Total Stock Market Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus
View

Top 10 Holdings

BRK/B
Berkshire Hathaway Inc. - Ordinary Shares - Class B
3.38%
XOM
Exxon Mobil Corp.
2.37%
JPM
JPMorgan Chase & Co.
2.18%
JNJ
Johnson & Johnson
1.99%
PG
Procter & Gamble Co.
1.84%
HD
Home Depot, Inc.
1.58%
CVX
Chevron Corp.
1.52%
MRK
Merck & Co Inc
1.39%
ABBV
Abbvie Inc
1.39%
PEP
PepsiCo Inc
1.24%
Invest with SCHV

What is SCHV?

The fund provides broad exposure to large-cap U.S. stocks that exhibit value style characteristics. It seeks investment results that track the the performance before fees and expenses of the Dow Jones U.S. Large-Cap Value Total Stock Market Index? representing approximately half of the market capitalization of stocks in the Dow Jones U.S. Large Cap Total Stock Market Index?.

ETFs related toSCHV

ETFs correlated to SCHV include IWD, VONV, VTV

SCHV
Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
IWD
BlackRock Institutional Trust Company N.A. - iShares Russell 1000 Value ETF
VONV
Vanguard Group, Inc. - Vanguard Russell 1000 Value Index ETF
VTV
Vanguard Group, Inc. - Vanguard Value ETF
PRF
Invesco Capital Management LLC - Invesco FTSE RAFI US 1000 ETF
ILCV
BlackRock Institutional Trust Company N.A. - iShares Morningstar Value ETF
DTD
WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
NULV
Nuveen Fund Advisors LLC - Nuveen ESG Large-Cap Value ETF
DGRO
BlackRock Institutional Trust Company N.A. - iShares Core Dividend Growth ETF
DLN
WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
JAVA
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toSCHV

#OPUS-12

Opus-12

Category

Opus, Investing for the Long-Term

Risk Rating

Moderate

Create your own algorithmic trading strategy with SCHV using Composer

FAQ

SCHV is a US Equities ETF. The fund provides broad exposure to large-cap U.S. stocks that exhibit value style characteristics. It seeks investment results that track the the performance before fees and expenses of the Dow Jones U.S. Large-Cap Value Total Stock Market Index? representing approximately half of the market capitalization of stocks in the Dow Jones U.S. Large Cap Total Stock Market Index?.

SCHV tracks the Dow Jones U.S. Large-Cap Value Total Stock Market Index.

No, SCHV is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, SCHV is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on SCHV is -0.0075%. This is the percent change in the value of SCHV over the most recent 1-month period. The 3-month return on SCHV is 0.0015%. This is the percent change in the value of SCHV over the most recent 3-month period.

The standard deviation of SCHV for the past year is 0.1574%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to SCHV include IWO, VUG, and IVW.

ETFs correlated to SCHV include IWD, VONV, and VTV.

ETFs that are inversely correlated to SCHV include DOG, SDOW, and DXD.

Disclaimers

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We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.