Schwab Large Cap Growth Etf Performance
| SCHG Etf | USD 25.68 0.14 0.55% |
The entity has a beta of -0.26, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Schwab Large are expected to decrease at a much lower rate. During the bear market, Schwab Large is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Schwab Large Cap Growth has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest abnormal performance, the Etf's technical indicators remain stable and the current disturbance on Wall Street may also be a sign of long-run gains for the Exchange Traded Fund stockholders. ...more
1 | Northeast Financial Group Inc. Purchases 303,366 Shares of Schwab U.S. Large-Cap Growth ETF | 01/30/2025 |
2 | Schwab U.S. Large-Cap Growth ETF Shares Acquired by Angeles Wealth Management LLC | 02/10/2025 |
3 | Quartz Partners LLC Has 658,000 Stake in Schwab U.S. Large-Cap Growth ETF | 02/24/2025 |
4 | Summit Wealth Group LLC Buys 6,342 Shares of Schwab U.S. Large-Cap Growth ETF | 02/26/2025 |
5 | Fusion Capital LLC Has 1.28 Million Holdings in Schwab U.S. Large-Cap Growth ETF | 02/28/2025 |
6 | Amara Financial LLC. Grows Position in Schwab U.S. Large-Cap Growth ETF | 03/03/2025 |
7 | K2 Financial Inc. Makes New 1.18 Million Investment in Schwab U.S. Large-Cap Growth ETF | 03/07/2025 |
8 | Johnson Investment Counsel Inc. Purchases 759,209 Shares of Schwab U.S. Large-Cap Growth ETF | 03/10/2025 |
9 | Blume Capital Management Inc. Buys 1,800 Shares of Schwab U.S. Large-Cap Growth ETF | 03/14/2025 |
10 | Ballast Advisors LLC Has 25.96 Million Position in Schwab U.S. Large-Cap Growth ETF | 03/21/2025 |
| In Threey Sharp Ratio | 0.60 |
Schwab |
Schwab Large Relative Risk vs. Return Landscape
If you would invest 2,890 in Schwab Large Cap Growth on December 25, 2024 and sell it today you would lose (322.00) from holding Schwab Large Cap Growth or give up 11.14% of portfolio value over 90 days. Schwab Large Cap Growth is currently does not generate positive expected returns and assumes 1.4105% risk (volatility on return distribution) over the 90 days horizon. In different words, 12% of etfs are less volatile than Schwab, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Schwab Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Large's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Schwab Large Cap Growth, and traders can use it to determine the average amount a Schwab Large's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1348
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SCHG |
Estimated Market Risk
| 1.41 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.19 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Schwab Large is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Schwab Large by adding Schwab Large to a well-diversified portfolio.
Schwab Large Fundamentals Growth
Schwab Etf prices reflect investors' perceptions of the future prospects and financial health of Schwab Large, and Schwab Large fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Schwab Etf performance.
| Price To Earning | 21.52 X | |||
| Price To Book | 3.63 X | |||
| Price To Sales | 2.04 X | |||
| Total Asset | 13.01 B | |||
About Schwab Large Performance
By analyzing Schwab Large's fundamental ratios, stakeholders can gain valuable insights into Schwab Large's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Schwab Large has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Schwab Large has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
To pursue its goal, the fund generally invests in stocks that are included in the Dow Jones U.S. Schwab US is traded on NYSEARCA Exchange in the United States.| Schwab Large Cap generated a negative expected return over the last 90 days | |
| Latest headline from thelincolnianonline.com: Ballast Advisors LLC Has 25.96 Million Position in Schwab U.S. Large-Cap Growth ETF | |
| The fund maintains 99.94% of its assets in stocks |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab Large Cap Growth. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in rate. You can also try the Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..
The market value of Schwab Large Cap is measured differently than its book value, which is the value of Schwab that is recorded on the company's balance sheet. Investors also form their own opinion of Schwab Large's value that differs from its market value or its book value, called intrinsic value, which is Schwab Large's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Schwab Large's market value can be influenced by many factors that don't directly affect Schwab Large's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Schwab Large's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Large is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Large's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.