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SCHV
+1.95 · +6.73%
$30.97 · NYSE ARCA

Schwab U.S. Large-Cap Value ETF (SCHV) ETF Analysis | Large Value

Schwab ETFs · United States
AUM:$15.6B
#– of – in Large Value 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 19.5% over the past year, showing positive momentum.

Cost Efficiency

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

What is SCHV?

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

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
SCHV delivered 19.5% 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.
Broadly Diversified
Top 10 holdings represent just 18.7% of the ETF — exposure spread across many positions.
ETF Information
AUM$15.6B
Expense Ratio0.04%
Dividend Yield1.93%
Holdings50
Inception DateDec 2009
DomicileUnited States
DistributionNA
Index–
ProviderSchwab ETFs
Beta0.87
CategoryLarge Value
CurrencyUSD
Portfolio Impact

How would SCHV affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+7.9%
1Y
+22.2%
3Y
+63.2%
5Y
+63.4%
OpenBook InsightIf you had invested £10,000 in SCHV 5 years ago, it would have grown to £16,339 — a gain of £6,339.

Annual Returns

Calendar year performance

SCHV delivered positive returns in 4 of the last 5 calendar years.
YearSCHV
2026 YTD+16.3%
2025+16.4%
2024+13.8%
2023+9.0%
2022-7.9%
CAGR 4yr+7.4%
4/5 positive yearsAvg return: +9.5%Worst year: -7.9% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
10.2%
Low
Momentum
+2.9%
30-day change
Support Level
34.28
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • 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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