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SCHG
+0.98 · +3.16%
$31.93 · NYSE ARCA

Schwab U.S. Large-Cap Growth ETF (SCHG) ETF Analysis | Large Growth

Schwab ETFs · United States
AUM:$50.5B
#– of – in Large Growth ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 13.1% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.04% — among the lowest available for this category.

What is SCHG?

To pursue its goal, the fund generally invests in stocks that are included in the Dow Jones U. Large-Cap Growth Total Stock Market Index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
SCHG returned 13.1% over the past year. Historical returns only — past performance is not indicative of future results.
Ultra-Low Expense Ratio
Expense ratio of 0.04% — among the lowest available. Low costs compound favourably over long holding periods.
Concentrated Holdings
Top 10 holdings account for 58.5% of the ETF — significant weight in a small number of names.
ETF Information
AUM$50.5B
Expense Ratio0.04%
Dividend Yield0.37%
Holdings50
Inception DateDec 2009
DomicileUnited States
DistributionNA
Index–
ProviderSchwab ETFs
Beta1.15
CategoryLarge Growth
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+16.5%
1Y
+16.3%
3Y
+89.9%
5Y
+88.3%
OpenBook InsightIf you had invested £10,000 in SCHG 5 years ago, it would have grown to £18,827 — a gain of £8,827.

Annual Returns

Calendar year performance

SCHG delivered positive returns in 4 of the last 5 calendar years.
YearSCHG
2026 YTD+10.2%
2025+17.6%
2024+37.0%
2023+51.5%
2022-32.4%
CAGR 4yr+13.3%
4/5 positive yearsAvg return: +16.8%Worst year: -32.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
15.0%
Low
Momentum
+4.8%
30-day change
Support Level
34.86
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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