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SCHX:NYSE Arca

Schwab U.S. Large-Cap ETF – SCHX ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
38.95-0.50 (-1.28%)31.06 - 40.29415.6 thousand (Above Avg)

Market data as of 3:59PM 06/19/13. Quotes are delayed by at least 15 min.

Overview - SCHX

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Total Stock Market IndexSM. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the large-cap portion of the Dow Jones U.S. Total Stock Market IndexSM actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Total Stock Market Index includes the components ranked 1-750 by full market capitalization. The index is a float-adjusted market capitalization weighted index. It may invest up to 10% of its net assets in securities not included in its index.

Today | 1 Week | 1 Month | 3 Month | 1 Year

Open39.41
Previous Close39.45
Day's Range38.95 - 39.50
Avg Volume (10 Day)335.1K
Total Assets$1.56B
Expense Ratio0.04%
Yield (Trailing 12 Mo.)1.90%
Fund Inception11/03/2009

Trailing Total Returns - SCHX

as of 05/31/2013
TimeframeSCHXS&P 500Large Blend
1 Month2.20%2.34%1.99%
3 Month8.16%8.22%7.95%
Year-to-Date15.40%15.37%15.05%
1 Year27.20%27.28%26.87%
3 Year16.84%16.87%15.92%
5 Year--5.43%5.19%
10 Year--7.58%7.91%
Since Inception15.82%10.42%--

Stock Sector Allocation - SCHX

as of 05/31/2013
Basic Materials
 
3.28%
Consumer Cyclical
 
12.10%
Financial Services
 
15.04%
Real Estate
 
3.02%
Consumer Defensive
 
9.73%
Healthcare
 
12.27%
Utilities
 
3.22%
Communication Services
 
3.96%
Energy
 
10.32%
Industrials
 
10.35%
Technology
 
16.72%

Top Ten Holdings - SCHX

as of 05/31/2013
CompanyYTD Return% of Assets
AAPL-14.23%2.64%
XOM7.06%2.53%
MSFT34.97%1.64%
GE13.53%1.51%
CVX16.51%1.49%
JNJ22.65%1.47%
GOOG22.65%1.45%
IBM10.02%1.36%
JPM25.29%1.31%
PG16.10%1.31%

Valuation & Growth - SCHX

as of 05/31/2013
ValuationSCHXCategory Range
Price/Earnings16.75
Price/Book2.37
Price/Sales1.50
Price/Cash Flow10.19
Dividend Yield2.14
LT Earnings9.06
Historical Earnings16.12
Sales Growth3.12
Cash-Flow Growth6.76
Book-Value Growth6.89
Key:  Lo 
 Hi

Morningstar Summary - SCHX, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskAvg
ReturnAbove Avg
Key:  Lo 
 Hi

Risk Analysis - SCHX, 3 Year

Beta1.01
Standard Deviation14.16
Alpha-0.16
Sharpe Ratio1.17
Mean18.02
R-Squared99.91

Tax Analysis - SCHX, 3 Year Avg

Pretax Return16.84%
Tax-adjusted Return16.04%
Tax Cost Ratio0.68%
Potential Cap Gains17.59%

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