SCHX ETF ANALYSIS

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SCHX ETF FUNDAMENTALS
SCHX ETF PERFORMANCE

SCHX ISSUER

The Schwab U.S. Large-Cap ETF (SCHX) is managed by Charles Schwab Investment Management, Inc., aiming to mirror the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. Launched with the objective of providing investors with exposure to the large-cap segment of the U.S. equity market, SCHX invests in stocks ranked 1-750 by full market capitalization, reflecting the market size and dynamics of the segment. Through its policy of investing at least 90% of its net assets in index components, SCHX offers investors a way to participate in the growth potential of the large-cap segment while maintaining diversification.

SCHX DIVIDEND

Although the SCHX ETF primarily focuses on tracking the Dow Jones U.S. Large-Cap Total Stock Market Index, which isn't explicitly designed for high dividend yields, investors can still benefit from dividend distributions. The dividend eligibility and distribution within SCHX are influenced by the dividend policies and performances of the underlying companies within the index. Typically, these dividends are distributed quarterly, providing investors with some level of income alongside potential capital appreciation from the ETF's large-cap holdings.

SCHX TRACKING

Tracking the Dow Jones U.S. Large-Cap Total Stock Market Index is central to the strategy of the SCHX ETF. SCHX invests primarily in stocks included in this index, which comprises the large-cap portion of the U.S. equity market, encompassing 761 stocks as of August 31, 2023. The fund seeks to replicate the index's performance by closely mirroring its composition and weightings, maintaining at least 90% of its net assets in these stocks. Additionally, SCHX may invest up to 10% of its assets in securities not included in the index, including derivatives and other instruments, to enhance tracking and mitigate performance differences. By aiming to correlate its performance closely with the index, SCHX provides investors with a convenient way to gain exposure to the broader U.S. large-cap equity market.

SCHX CORRELATION

The correlation aspect of the Schwab U.S. Large-Cap ETF (SCHX) is instrumental in understanding its behavior in relation to the overall U.S. large-cap equities market. As SCHX tracks the Dow Jones U.S. Large-Cap Total Stock Market Index, investors can expect a strong correlation with the performance of large-cap stocks. This correlation makes SCHX a valuable tool for portfolio diversification, risk management, and gaining exposure to the broader market.

SCHX SECTOR

The SCHX ETF focuses on the large-cap segment of the market, as it generally invests in stocks included in the Dow Jones U.S. Large-Cap Total Stock Market Index. This index encompasses the largest companies available to investors, comprising 761 stocks as of August 31, 2023. With a policy to invest at least 90% of its net assets in these stocks, SCHX provides exposure to a broad array of industries, mirroring the index's composition. While aiming to replicate the index's performance, SCHX may slightly deviate in weighting certain stocks based on factors like tax considerations or liquidity. Additionally, the fund may invest up to 10% of its assets in securities not included in the index, including derivatives and other investment vehicles. SCHX aims to closely correlate its performance with that of the index, offering investors diversified exposure to the large-cap sector.

SCHX EXPOSURE

The exposure characteristic of the Schwab U.S. Large-Cap ETF (SCHX) is rooted in its tracking of the Dow Jones U.S. Large-Cap Total Stock Market Index. This index comprises stocks from the large-cap segment of the U.S. equity market, specifically the top 750 companies by full market capitalization. SCHX offers investors a diversified exposure to these large-cap stocks, allowing them to participate in the performance of some of the most prominent companies in the American economy. With its focus on replicating the index's performance, SCHX provides a straightforward way for investors to gain access to the stability and growth potential inherent in the large-cap sector.

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