Schwab U.S. Large-Cap Value ETF (SCHV) — ETF Analysis on Winston

Key Facts

• Issuer: Schwab
• Asset Class: Stock
• Price: $34.94
• Expense Ratio: 4.00%
• Assets Under Management: $15.9B
• Number of Holdings: 559
• Inception Date: 2009-12-11
• Currency: USD

Winston Score

Schwab U.S. Large-Cap Value ETF has a Winston Score of 86 out of 100.

Performance

• 1-Year Return: 22.25%
• 3-Year Return: 58.10%
• 5-Year Return: 48.81%

Top Holdings

MICRON TECHNOLOGY (N/A%), JPMORGAN CHASE (N/A%), BERKSHIRE HATHAWAY INC CLASS B (N/A%), EXXONMOBIL HOLDINGS CORP (N/A%), JOHNSON & JOHNSON (N/A%)

Sector Breakdown

Basic Materials (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%), Energy (N/A%)