Fund report

US-listed

SCHV

The fund’s goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Value Total Stock Market Index.
Schwab U.S. Large-Cap Value ETF
Charles Schwab

559 holdings as of 2026-05-31 · top 10 = 20.3% · TER 0.04% · P/E 22.6

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Concentration
Well diversifiedtop 10 = 20.3%
diversifiedconcentrated
GROWTH · NAV (USD)rebased to 0%
Holdings
559
as of 2026-05-31
Top 10
20.3%
TER
0.04%
cheaper than 98% of peers
Net assets
US$15.5B
Largest
3.5%
P / E
22.6
covers 95% by weight
01Overview
the fund's regulatory facts
Fund currency
USD
Volatility 1Y
11.4%
Tracked index
Dow Jones U.S. Large-Cap Value Total Stock Market Index
How it tracks
Index, full replication
Lends its stock
Yes
02Valuation and performance
market price return · as of 2026-09-11
1M
-2.0%
3M
+0.1%
6M
+12.4%
YTD
+16.5%
1Y
+18.3%
Valuation547 companies covered · weighted, profitable holdings only
22.6
price / earnings
MethodologyCompany-data coverageThe rest is 5% loss-making companies, which carry no P/E by the positive-earner convention.
4.0%
MethodologyEarnings yieldP/E is price over earnings; earnings yield is the reverse, earnings over price, and reads like a bond yield. P/E covers only the profitable holdings, since a loss-making company has no meaningful P/E. Earnings yield counts the loss-makers too, so it covers more of the fund and can fall below zero when the holdings lose money overall.
covers 100% by weight
3.46
price / book
covers 90% by weight

Computed from company filings and reported position values. MethodologyPortfolio valuationComputed by us from each company's own financial statements and the position values funds report, currency-adjusted and weighted harmonically. P/E covers profitable holdings only. Book value uses the most recent reported quarter.. Not investment advice.

03Holdings
50 largest · as of 2026-05-31
#CompanyIdentifierWeight
1Micron Technology Inc USMU
3.5
2BERKSHIRE HATHAWAY INC. USBRK/B
2.8
3JPMorgan Chase & Co USJPM
2.6
4Exxon Mobil Corp USXOM
2.0
5JOHNSON & JOHNSON USJNJ
1.8
6Intel Corp USINTC
1.7
7WALMART INC. USWMT
1.6
8CISCO SYSTEMS, INC. USCSCO
1.5
9Caterpillar Inc USCAT
1.3
10LAM RESEARCH CORPORATION USLRCX
1.3
11AbbVie Inc USABBV
1.2
12Oracle Corp USORCL
1.2
13Applied Materials Inc USAMAT
1.2
14Bank of America Corp USBAC
1.1
15Chevron Corp USCVX
1.1
16THE PROCTER & GAMBLE COMPANY USPG
1.1
17Home Depot Inc/The USHD
1.0
18THE GOLDMAN SACHS GROUP, INC. USGS
1.0
19THE COCA-COLA COMPANY USKO
1.0
20Merck & Co Inc USMRK
1.0
21INTERNATIONAL BUSINESS MACHINES CORPORATION USIBM
0.9
22Texas Instruments Inc USTXN
0.9
23Philip Morris International Inc USPM
0.9
24QUALCOMM Inc USQCOM
0.9
25MORGAN STANLEY USMS
0.8
26RTX Corp USRTX
0.8
27Wells Fargo & Co USWFC
0.8
28CITIGROUP INC. USC
0.7
29ANALOG DEVICES, INC. USADI
0.7
30Verizon Communications Inc USVZ
0.7
31McDonald's Corp USMCD
0.6
32Pepsico, Inc. USPEP
0.6
33SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY IESTX
0.6
34Amphenol Corp USAPH
0.6
35THE BOEING COMPANY USBA
0.6
36Amgen Inc USAMGN
0.6
37NextEra Energy Inc USNEE
0.6
38WESTERN DIGITAL CORPORATION USWDC
0.6
39MARVELL TECHNOLOGY, INC. USMRVL
0.6
40AT&T Inc UST
0.6
41THE TJX COMPANIES, INC. USTJX
0.6
42AMERICAN EXPRESS COMPANY USAXP
0.5
43Gilead Sciences Inc USGILD
0.5
44Union Pacific Corp USUNP
0.5
45EATON CORPORATION PUBLIC LIMITED COMPANY IEETN
0.5
46HONEYWELL INTERNATIONAL INCORPORATION USHON
0.5
47Abbott Laboratories USABT
0.5
48Pfizer Inc USPFE
0.5
49THE CHARLES SCHWAB CORPORATION USSCHW
0.5
50Welltower Inc USWELL
0.5
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04Exposure
Equity 99.9%
By sector
Technology21.3%
Financial Services18.9%
Industrials14.1%
Healthcare10.8%
Consumer Defensive8.3%
Consumer Cyclical6.4%
Energy6.4%
Utilities4.2%
Real Estate3.8%
Materials3.1%
Communication Services2.3%
By country
USUnited States95.2%
IEIreland3.0%
CHSwitzerland0.6%
NLNetherlands0.3%
BMBermuda0.3%
LRLR0.2%
GBUnited Kingdom0.2%
KYCayman Islands0.1%
CurrencyUSD 95.5% EUR 3.3% CHF 0.6% GBP 0.2%
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Curated comparison
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