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Schwab U.S. Large-Cap ETF
SCHX performance and flow charts
Performance
Flows
Historic performance and flows
Data as of October 23, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -1.12% | +3.03% | +12.01% | +13.72% | +87.34% | +73.73% |
| Flows | +$85M | +$666M | +$2.98B | +$3.90B | +$12.64B | +$14.42B |
Characteristics
The Schwab U.S. Large-Cap ETF is built to track the Dow Jones U.S. Large-Cap Total Stock Market Total Return Index - USD. This ETF provides physical exposure - by owning its shares you earn the return of the securities composing the index (as the ETF holds them directly). This share class generates a stream of income by distributing dividends.
| Management strategy | Passive |
| Strategy | Long Only |
| Provider | Schwab ETFs |
| N° of holdings | 692 |
| Replication method | Direct (Physical) |
| Asset class | Equity |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | November 3, 2009 |
| ESG | No |
More data and info about SCHX on Trackinsight
Exposure
Data as of August 31, 2026Diversification
Total weight of top 15 holdings out of 692
Top 15 Holdings
Sectors
Countries
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +11.13% | +12.91% | +15.28% | +17.38% |
Max drawdown | -3.18% | -9.01% | -19.16% | -25.39% |
Max drawdown duration | 53d | 92d | 126d | 715d |
Time to recover | 20d | 16d | 79d | 427d |
Replication quality
Data as of September 30, 2026Create an account to view replication metrics
1 year cumulative return difference | |
|---|---|
| Best | Join for free |
| Worst | Join for free |
| daily return difference | |
|---|---|
| Average | Join for free |
| Worst | Join for free |
What type of ETF is SCHX?
SCHX is a Passive ETF that provides exposure to Equity assets. It is managed by Schwab ETFs.
What index does SCHX track?
SCHX tracks the Dow Jones U.S. Large-Cap Total Stock Market Total Return Index - USD, aiming to replicate its performance through full replication.
What does SCHX invest in?
This ETF provides exposure to Large Cap US Equities. It is part of the segment: US Large Cap.
What is the expense ratio of SCHX?
The total expense ratio (TER) of SCHX is 0.03%, representing the annual fee charged by the fund manager.
When was SCHX launched?
SCHX was launched on November 3, 2009, marking its entry into the ETF market.
Who is the issuer of SCHX?
SCHX is issued by Schwab ETFs.
What is the AUM of SCHX?
As of October 23, 2026, SCHX manages $73.54 B, reflecting the total assets held in the fund.
How has SCHX performed recently?
As of October 23, 2026, SCHX delivered a return of -1.12% over the past month (1M performance), 3.03% over the past three months (3M), and 12.01% year-to-date (YTD).
What are the recent fund flows for SCHX?
As of October 23, 2026, SCHX has seen net flows of +$85M in the past month (1M flow) and +$2.98B year-to-date (YTD).
Does SCHX pay dividends?
As of October 23, 2026, SCHX has a trailing 12-month distribution yield of 1.04%.
How many holdings are in SCHX
As of August 31, 2026, SCHX holds 692 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is SCHX?
As of August 31, 2026, SCHX holds 692 securities, with 43.5% of its assets concentrated in its top 15 holdings.
What are the top holdings of SCHX?
As of August 31, 2026, SCHX holds a portfolio of 692 underlyings, with its largest positions including NVIDIA Corp., Apple, Inc. and Microsoft Corp.. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does SCHX invest in?
As of August 31, 2026, SCHX has its largest geographic exposures in USA.
What sectors or themes does SCHX focus on?
As of August 31, 2026, SCHX is primarily exposed to Technology, Finance and Healthcare.
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