SCHV
US ValueSchwab U.S. Large-Cap Value ETF
Schwab·Tracks Dow Jones U.S. Large-Cap Value Total Stock Market Index·Inception Dec 11, 2009
Composite score
Based on a 0.040% expense ratio.
Based on $15.67B in net assets.
Top-10 holdings represent 20.3% of net assets.
US Value base · ETF wrapper · 1.79% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. Seemethodologyfor formulas, thetracking-qualitypartial-coverage rationale, and the dimensions we deliberatelydon't score(methodology v0.5.1).
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Tool · Look-through
See what SCHV actually holds, in a portfolio
Add your other funds and weights; every underlying position is summed across the basket.
Tool · Cost
Compare SCHV's fee against another fund
Compounds the 0.040% expense ratio against a peer over decades.
Tool · Overlap
Compare SCHV's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar US Value funds.
Tool · TLH
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Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
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Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | Micron Technology Inc | 3.54% |
| 2 | Berkshire Hathaway Inc | 2.82% |
| 3 | JPMorgan Chase & Co | 2.62% |
| 4 | Exxon Mobil Corp | 1.97% |
| 5 | Johnson & Johnson | 1.76% |
| 6 | Intel Corp | 1.75% |
| 7 | Walmart Inc | 1.65% |
| 8 | Cisco Systems Inc | 1.54% |
| 9 | Caterpillar Inc | 1.32% |
| 10 | Lam Research Corp | 1.29% |
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