SCHX
US Large CapSchwab U.S. Large-Cap ETF
Schwab · Tracks Dow Jones U.S. Large-Cap Total Stock Market Index · Inception Nov 3, 2009
Trailing returns
through Oct 23, 2026- 1 year
- +12.6%
- 3 year
- +23.7%
- annualized
- 5 year
- +11.6%
- annualized
Price return from month-end closes, distributions reinvested at month end. Excludes trading costs, bid-ask spreads and taxes. Past performance says nothing about future returns and is not part of the composite score — see the methodology for what the score does measure.
Composite score
Based on a 0.030% expense ratio.
Based on $73.85B in net assets.
Top-10 holdings represent 37.3% of net assets.
US Large Cap base · ETF wrapper · 1.04% 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 v0.5.2).
Look through SCHX, or compare the fee
Tool · Look-through
Underlying holdings, with other funds added
Add tickers and weights; N-PORT positions are summed across the basket.
Tool · Cost
Compare SCHX's fee against another fund
Compounds the 0.030% expense ratio against a peer over decades.
Tool · Overlap
Compare SCHX's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar US Large Cap funds.
Tool · TLH
Find a tax-loss harvesting partner for SCHX
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Asset location for SCHX across account types
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | NVIDIA Corp | 7.50% |
| 2 | Apple Inc | 6.69% |
| 3 | Microsoft Corp | 4.88% |
| 4 | Amazon.com Inc | 3.86% |
| 5 | Alphabet Inc | 3.24% |
| 6 | Broadcom Inc | 3.10% |
| 7 | Alphabet Inc | 2.57% |
| 8 | Meta Platforms Inc | 2.02% |
| 9 | Tesla Inc | 1.79% |
| 10 | Micron Technology Inc | 1.60% |
Compare SCHX with another fund
Or skim the closest-overlap funds below.
Similar ETFs by holdings overlap
Open SCHX at a brokerage
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.