Average Daily Volume
12.94M
Fund Overview
The Schwab U.S. Large-Cap Growth ETF (SCHG) is an exchange-traded fund that seeks to track the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. This index is designed to measure the performance of large-cap growth stocks in the United States. SCHG provides investors with exposure to companies that exhibit strong growth characteristics, such as higher revenue and earnings growth rates compared to the broader market. The fund is passively managed and aims to replicate the index's holdings and performance with low expense ratios, making it a cost-effective option for growth-oriented investors. SCHG is suitable for those looking to invest in established, high-growth companies within the U.S. equity market.
- Asset Class
-
Equity
- Industry
-
N/A
- Annual Dividend Rate
-
- Smart Beta
-
Yes
- Leveraged / Inverse
-
N/A / No
- Dividend Quality - Yield
-
- 0.43 %
- Currency Hedged
-
No
- Portfolio Turnover
-
3 %
- Dividend Date
-
Why Invest in the SCHG ETF?
Potential Benefits
- Exposure to high-growth, large-cap U.S. companies with strong revenue and earnings potential.
- Low expense ratio compared to many actively managed growth funds, enhancing net returns.
- Diversification across multiple sectors, reducing single-stock risk.
- Passive management strategy minimizes turnover and associated costs.
- Liquidity and transparency typical of ETFs, allowing for easy trading throughout the day.
Potential Risks
- Growth stocks can be more volatile, especially during market downturns or rising interest rates.
- Concentration risk in top holdings, as large-cap growth stocks often dominate the portfolio.
- Sector biases, such as heavy exposure to technology, may underperform during sector rotations.
- Passive strategy means the fund will mirror index declines without active downside protection.
RSI data unavailable or insufficient history.
Monthly Returns (%)
| Year |
Jan |
Feb |
Mar |
Apr |
May |
Jun |
Jul |
Aug |
Sep |
Oct |
Nov |
Dec |
| 2026 |
-1.9%
|
-3.9%
|
-5.1%
|
+13.0%
|
+6.7%
|
-3.5%
|
+1.0%
|
+4.4%
|
+0.9%
|
+1.1%
|
-
|
-
|
| 2025 |
+2.1%
|
-4.1%
|
-8.1%
|
+1.5%
|
+8.4%
|
+6.1%
|
+3.5%
|
+1.0%
|
+4.7%
|
+4.6%
|
-1.7%
|
-0.5%
|
| 2024 |
+2.6%
|
+6.9%
|
+2.0%
|
-4.0%
|
+6.1%
|
+6.9%
|
-1.0%
|
+1.8%
|
+2.6%
|
-0.4%
|
+7.2%
|
+0.4%
|
| 2023 |
+9.9%
|
-1.2%
|
+8.2%
|
+1.4%
|
+6.4%
|
+6.8%
|
+3.5%
|
-1.0%
|
-5.3%
|
-1.5%
|
+11.1%
|
+4.4%
|
| 2022 |
-8.9%
|
-4.0%
|
+4.7%
|
-13.2%
|
-2.9%
|
-7.9%
|
+12.9%
|
-5.2%
|
-10.0%
|
+4.4%
|
+4.0%
|
-8.2%
|
| 2021 |
-0.7%
|
+0.4%
|
+1.5%
|
+7.6%
|
-1.6%
|
+6.3%
|
+3.3%
|
+3.9%
|
-5.4%
|
+8.9%
|
+0.3%
|
+1.4%
|
| 2020 |
+2.8%
|
-6.6%
|
-10.5%
|
+14.7%
|
+7.1%
|
+4.0%
|
+7.7%
|
+9.8%
|
-4.0%
|
-2.8%
|
+10.1%
|
+4.4%
|
| 2019 |
+9.0%
|
+3.3%
|
+2.6%
|
+4.5%
|
-6.2%
|
+7.1%
|
+1.9%
|
-1.0%
|
+0.3%
|
+3.2%
|
+4.5%
|
+2.7%
|
| 2018 |
+7.2%
|
-2.8%
|
-2.4%
|
+0.6%
|
+4.0%
|
+1.3%
|
+2.6%
|
+5.1%
|
+0.6%
|
-8.5%
|
+1.0%
|
-8.6%
|
| 2017 |
+3.5%
|
+4.2%
|
+0.7%
|
+2.2%
|
+2.3%
|
+0.2%
|
+2.7%
|
+1.0%
|
+1.1%
|
+3.0%
|
+3.1%
|
+1.1%
|
< -5%
-5% to -2%
-2% to 0%
0%
0% to +2%
+2% to +5%
> +5%
Top Holdings (by weight)
| Symbol |
Company Name |
Weight |
|
MSFT
|
MICROSOFT CORP |
10.0 % |
|
AAPL
|
APPLE INC |
9.8 % |
|
NVDA
|
NVIDIA CORP |
8.9 % |
|
AMZN
|
AMAZON.COM INC |
6.1 % |
|
META
|
META PLATFORMS INC CLASS A |
4.2 % |
|
AVGO
|
BROADCOM INC |
3.4 % |
|
GOOGL
|
ALPHABET INC CLASS A |
3.2 % |
|
TSLA
|
TESLA INC |
2.9 % |
|
LLY
|
ELI LILLY AND CO |
2.6 % |
|
GOOG
|
ALPHABET INC CLASS C |
2.6 % |
Top 10 holdings shown, out of 227 total holdings.
Related ETFs: SCHG vs Peers
Comparison highlights key differences on cost, coverage, and focus within sector ETFs.
Investment Strategy
SCHG tracks the Dow Jones U.S. Large-Cap Growth Total Stock Market Index, which selects large-cap U.S. stocks exhibiting growth characteristics such as high revenue and earnings growth rates. The index is market-cap weighted, meaning larger companies have a greater impact on performance. SCHG holds a diversified portfolio of these growth stocks, primarily consisting of common equities. The fund is rebalanced quarterly to align with the index, ensuring it maintains its target allocations. This passive strategy minimizes turnover and keeps costs low, making it an efficient way to invest in large-cap growth stocks.
Frequently Asked Questions
What index does SCHG track?
SCHG tracks the Dow Jones U.S. Large-Cap Growth Total Stock Market Index, which includes large-cap U.S. stocks with strong growth characteristics.
How often is SCHG rebalanced?
SCHG is rebalanced quarterly to maintain alignment with its underlying index.
What sectors are heavily represented in SCHG?
SCHG has significant exposure to technology, consumer discretionary, and healthcare sectors, which are common in large-cap growth portfolios.
Is SCHG a good long-term investment?
SCHG can be a solid long-term holding for investors seeking growth exposure, though it may experience higher volatility during market downturns.
Industry Overview
The Schwab U.S. Large-Cap Growth ETF (SCHG) focuses on the large-cap growth segment of the U.S. equity market. Large-cap growth stocks are typically well-established companies with strong earnings and revenue growth potential. This segment has historically outperformed during periods of economic expansion but can be more sensitive to interest rate changes and market sentiment. SCHG provides investors with a cost-effective way to gain exposure to this dynamic segment, which is often dominated by technology, consumer discretionary, and healthcare sectors. Investing in SCHG allows participation in the growth of leading U.S. companies while benefiting from the diversification and liquidity of an ETF structure.
Alternative Comparison
Compared to peers like VUG (Vanguard Growth ETF) and IWF (iShares Russell 1000 Growth ETF), SCHG offers a competitive expense ratio, making it one of the lowest-cost options in the large-cap growth category. While all three funds focus on growth stocks, SCHG's underlying index (Dow Jones U.S. Large-Cap Growth) may have slightly different sector weightings and holdings than those tracking the CRSP U.S. Large Cap Growth Index (VUG) or Russell 1000 Growth Index (IWF). SCHG also avoids derivatives, relying on physical replication of its index, which can reduce tracking error and counterparty risk.
Issuer Overview
Schwab Asset Management, a subsidiary of Charles Schwab Corporation, is a leading provider of low-cost ETFs and mutual funds. Known for its investor-friendly approach, Schwab offers a range of index-based and actively managed funds designed to meet various investment objectives. Schwab ETFs, including SCHG, are recognized for their low expense ratios, transparency, and alignment with broad market indices.
Conclusion
SCHG is a compelling choice for investors seeking low-cost, diversified exposure to large-cap U.S. growth stocks. Its passive management strategy, low expense ratio, and alignment with a well-constructed growth index make it a strong contender in the growth ETF space. While growth investing carries inherent volatility, SCHG provides an efficient way to capitalize on the long-term potential of leading U.S. companies.
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