Key stats
About Schwab U.S. Large-Cap ETF
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Inception date
Nov 3, 2009
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
SCHX fully replicates an index of large-cap stocks selected from the Dow Jones US Total Stock Market Index. Constituents from the broader index are ranked by market-cap in descending order. Stocks ranked 600 or larger are automatically selected for inclusion. Current constituents ranked 900 or higher are selected in descending market-cap order, until the index contains 750 stocks. The annual composition review is announced and implemented in September.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Electronic Technology
Technology Services
Finance
Stocks99.96%
Electronic Technology21.57%
Technology Services20.62%
Finance13.34%
Retail Trade8.20%
Health Technology7.82%
Producer Manufacturing3.52%
Consumer Non-Durables3.41%
Consumer Services3.06%
Commercial Services2.75%
Consumer Durables2.66%
Energy Minerals2.47%
Utilities2.41%
Health Services1.69%
Transportation1.58%
Process Industries1.58%
Industrial Services1.07%
Communications0.80%
Distribution Services0.74%
Non-Energy Minerals0.60%
Miscellaneous0.05%
Bonds, Cash & Other0.04%
Mutual fund0.03%
Cash0.01%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history