SCHY ETF ANALYSIS

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SCHY ETF FUNDAMENTALS
SCHY ETF PERFORMANCE

SCHY ISSUER

The issuer of the Schwab U.S. Large-Cap ESG ETF (SCHY) is Charles Schwab Investment Management, Inc. SCHY is designed to track the performance of the Index, which is comprised of equity securities issued by large capitalization companies listed on U.S. exchanges that meet specific environmental, social, and governance (ESG) criteria. Charles Schwab Investment Management, Inc. focuses on providing ESG-conscious investors with an investment vehicle that aligns with their values while seeking competitive returns within the large-cap segment of the U.S. market.

SCHY DIVIDEND

The Schwab U.S. Dividend Equity ETF (SCHY) focuses on providing investors with exposure to dividend-paying stocks in the U.S. equity market. This ETF aims to reflect the performance of the Dow Jones U.S. Dividend 100 Index, comprised of high dividend yielding U.S. stocks. SCHY typically distributes dividends on a regular basis, offering investors a source of income in addition to potential capital appreciation. Investors seeking a blend of income and growth may find SCHY to be a suitable investment option.

SCHY TRACKING

The Schwab U.S. Large-Cap Growth ETF (SCHY) closely follows an innovative growth investment philosophy, rooted in the belief that earnings growth is the primary driver of stock prices. This ETF's strategy revolves around identifying companies with the potential for sustainable and robust long-term earnings growth, often attributed to factors like superior pricing power, effective distribution channels, and exceptional management. SCHY primarily invests in large-cap U.S. equity securities traded on domestic exchanges, focusing on firms that leverage innovative technologies or ideas to gain a competitive edge. With a bottom-up investment process encompassing macroeconomic analysis, fundamental research, and technical analysis, SCHY strives to capture the growth potential within the large-cap equity segment, making it a compelling option for investors seeking exposure to innovative U.S. companies.

SCHY CORRELATION

Understanding the correlation of the Schwab U.S. Dividend Equity ETF (SCHY) is essential for investors seeking income and stability in their portfolios. SCHY focuses on dividend-paying U.S. stocks, which often exhibit lower correlation with the broader market during market downturns. This lower correlation can be an attractive feature for income-oriented investors looking to mitigate risks while generating consistent dividends. To delve deeper into SCHY's correlations and explore its potential benefits, investors can leverage the ETF Insider web app, which offers insightful data visualization tools to assess correlations with other U.S. ETFs and identify overlapping opportunities.

SCHY SECTOR

The Schwab U.S. Large-Cap Growth ETF (SCHY) primarily focuses on the large-cap growth sector of the U.S. equity market. This ETF invests in companies that demonstrate strong growth potential and innovation within various industries. Large-cap growth stocks are known for their potential to deliver above-average returns, making SCHY an attractive choice for investors seeking exposure to this dynamic sector.

SCHY EXPOSURE

The Schwab U.S. Dividend Equity ETF (SCHY) is designed to provide investors with exposure to U.S. dividend-paying equities. SCHY primarily invests in stocks that are part of the underlying index, which is composed of a selection of domestic and international companies listed on major U.S. exchanges. This ETF seeks to identify companies with the potential for high income and strong risk-return profiles by utilizing a proprietary strategy that assesses various factors, including dividend yield and risk-adjusted return. SCHY's portfolio includes a mix of large, medium, and small-sized companies, offering a diversified approach to tapping into the income potential of the U.S. equity market.

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FREQUENTLY ASKED QUESTIONS

How can investors buy the SCHY ETF?
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What is the SCHY ETF?
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