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The Schwab U.S. Large-Cap Value ETF (SCHV) is an exchange-traded fund designed to track the performance of large-cap U.S. companies that exhibit value-oriented characteristics. The ETF is managed by Charles Schwab Investment Management and trades under the ticker SCHV on the NYSE Arca.
Classified as a factor-based equity ETF, the fund provides exposure to large-cap companies that are generally considered value stocks, often characterized by relatively lower valuation multiples compared with the broader market.
The ETF follows a passive management approach and seeks to replicate the performance of the Dow Jones U.S. Large-Cap Value Total Stock Market Index, a benchmark composed of large-cap U.S. companies selected according to value-related investment criteria.
Diversification and sector exposure
SCHV provides exposure primarily associated with:
Large-cap value stocks.
Financial services.
Healthcare.
Energy.
Industrials.
Consumer staples.
Telecommunications.
Established U.S. companies.
The portfolio includes companies from a broad range of industries, emphasizing mature businesses with established operating histories and significant positions within their respective markets.
The ETF’s performance is closely tied to the value segment of the U.S. equity market, which often behaves differently from growth-oriented stocks. During certain market environments, investors may place greater emphasis on companies trading at valuations perceived as more attractive.
Structure and costs
SCHV shares trade on the secondary market on the NYSE Arca during regular trading hours. Share creation and redemption occur through authorized participants, a mechanism intended to help align the ETF’s market price with its net asset value (NAV).
The fund carries a relatively low expense ratio, consistent with Schwab’s index-based ETF lineup, and does not apply a performance fee. Dividends received from portfolio holdings may be distributed periodically to shareholders according to the fund’s distribution policy.
By investing in large-cap companies across multiple sectors, the ETF provides broad exposure to the U.S. equity market while maintaining a specific focus on value-oriented stocks.
History and evolution of the ETF
The Schwab U.S. Large-Cap Value ETF was launched in 2009 with the objective of providing efficient, low-cost access to the U.S. large-cap value equity segment.
Since inception, the fund has tracked companies that exhibit characteristics commonly associated with value investing, offering diversified exposure across multiple areas of the U.S. economy through a single exchange-traded vehicle.
In recent years, the ETF has reflected changing market cycles between growth and value stocks, while also responding to developments in monetary policy, economic activity, and the earnings performance of the companies represented in its portfolio.
Additional Information
Schwab U.S. Large-Cap Value ETF (United States) is an exchange-traded fund (ETF), with assets under management totaling $15.67 billion.
Over the past 12 months, Schwab U.S. Large-Cap Value ETF recorded a return of 21.41%, with its price trading between $28.30 and $35.37 during the same period.
The ETF is traded under the ticker SCHV.
