Schwab Large Cap Value Etf Profile
SCHV Etf | USD 27.58 0.35 1.29% |
Performance13 of 100
| Odds Of DistressLess than 9
|
Schwab Large is selling for under 27.58 as of the 22nd of November 2024; that is 1.29 percent increase since the beginning of the trading day. The etf's lowest day price was 27.27. Schwab Large has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for Schwab Large Cap Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of August 2024 and ending today, the 22nd of November 2024. Click here to learn more.
To pursue its goal, the fund generally invests in stocks that are included in the Dow Jones U.S. Schwab US is traded on NYSEARCA Exchange in the United States. More on Schwab Large Cap Value
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RefreshSchwab Etf Highlights
Thematic Idea | Large Cap ETFs (View all Themes) |
Business Concentration | Large Cap ETFs, Large Value, Schwab ETFs (View all Sectors) |
Issuer | Charles Schwab |
Inception Date | 2009-12-09 |
Benchmark | Dow Jones U.S. Large-Cap Value Total Stock Market Index |
Entity Type | Regulated Investment Company |
Asset Under Management | 12.19 Billion |
Average Trading Valume | 925,895.7 |
Asset Type | Equity |
Category | Size and Style |
Focus | Large Cap |
Market Concentration | Developed Markets |
Region | North America |
Administrator | Charles Schwab Investment Management, Inc. |
Advisor | Charles Schwab Investment Management, Inc. |
Custodian | State Street Bank and Trust Company |
Distributor | SEI Investments Distribution Co. |
Portfolio Manager | Christopher Bliss, Ferian Juwono, Sabya Sinha |
Transfer Agent | State Street Bank and Trust Company |
Fiscal Year End | 31-Dec |
Exchange | NYSE Arca, Inc. |
Number of Constituents | 545 |
Market Maker | RBC Capital Markets |
Total Expense | 0.04 |
Management Fee | 0.04 |
Country Name | USA |
Returns Y T D | 18.49 |
Name | Schwab U.S. Large-Cap Value ETF |
Currency Code | USD |
Open Figi | BBG000Q0D5X8 |
In Threey Volatility | 16.38 |
1y Volatility | 11.33 |
200 Day M A | 25.6628 |
50 Day M A | 26.8646 |
Code | SCHV |
Updated At | 21st of November 2024 |
Currency Name | US Dollar |
Schwab Large Cap Value [SCHV] is traded in USA and was established 2009-12-11. The fund is listed under Large Value category and is part of Schwab ETFs family. The entity is thematically classified as Large Cap ETFs. Schwab Large Cap at this time have 8.69 B in assets. , while the total return for the last 3 years was 7.0%.
Check Schwab Large Probability Of Bankruptcy
Schwab Large Cap Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Schwab Large. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
Risk Adjusted Performance | 0.1279 | |||
Jensen Alpha | 0.1035 | |||
Total Risk Alpha | 0.0152 | |||
Sortino Ratio | (0) |
Schwab Large Against Markets
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The market value of Schwab Large Cap is measured differently than its book value, which is the value of Schwab that is recorded on the company's balance sheet. Investors also form their own opinion of Schwab Large's value that differs from its market value or its book value, called intrinsic value, which is Schwab Large's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Schwab Large's market value can be influenced by many factors that don't directly affect Schwab Large's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Schwab Large's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Large is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Large's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.