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 $15.93B in net assets.
Top-10 holdings represent 18.7% of net assets.
US Value base · ETF wrapper · 1.80% 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. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.1).
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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
Find a tax-loss harvesting partner for SCHV
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 | Berkshire Hathaway Inc | 3.12% |
| 2 | JPMorgan Chase & Co | 2.76% |
| 3 | Exxon Mobil Corp | 2.17% |
| 4 | Johnson & Johnson | 2.02% |
| 5 | Walmart Inc | 1.89% |
| 6 | Micron Technology Inc | 1.56% |
| 7 | AbbVie Inc | 1.38% |
| 8 | Procter & Gamble Co/The | 1.32% |
| 9 | Home Depot Inc/The | 1.28% |
| 10 | Chevron Corp | 1.19% |
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Similar ETFs by holdings overlap
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