Morningstar

Schwab U.S. Large-Cap Growth ETF™ SCHG

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis SCHG

Will SCHG outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCHG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCHG management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SCHG’s parent organization’s priorities and whether they’re in line with investors’ interests.

Broad and cheap exposure to large-growth stocks.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

Schwab US Large-Cap Growth ETF accurately represents the large-growth segment of the US stock market, allowing its low fee and efficient portfolio to carve out a long-term edge.

by Brendan McCann
Rated on Published on

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Portfolio Holdings SCHG

More SCHG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

12.07 8B
Technology

Apple Inc

12.00 8B
Technology

Microsoft Corp

9.21 6B
Technology

Amazon.com Inc

5.75 4B
Consumer Cyclical

Alphabet Inc Class A

4.44 3B
Communication Services

Broadcom Inc

3.96 2B
Technology

Meta Platforms Inc Class A

3.89 2B
Communication Services

Alphabet Inc Class C

3.57 2B
Communication Services

Tesla Inc

2.88 2B
Consumer Cyclical

Eli Lilly and Co

2.80 2B
Healthcare

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