ETF Analysis
Schwab U.S. Large-Cap ETF (SCHX) ETF Analysis
Schwab U.S. Large-Cap ETF (SCHX) ETF analysis covering performance, holdings context, risk, drawdowns, volatility, momentum, dividends, valuation exposure, and the current AlgovestIQ assessment.
Schwab U.S. Large-Cap ETF (SCHX) currently has an AIQ Score of 64/100, indicating a neutral setup. Risk is the strongest factor at 87/100. Value is the weakest current factor at 41/100. Performance, momentum, risk, distribution, and exposure evidence should be read together at the latest market-close snapshot.
SCHX at a Glance
Crawlable current metrics from the latest market-close ETF snapshot.
| Metric | Current |
|---|---|
| Price | $30.42 |
| AIQ Score | 64/100 |
| Overall View | Neutral |
| Technical Analysis Consensus | Buy |
| Fund Size | $74.33B |
| Expense Ratio | 0.03% |
| Holdings Count | 750 |
| NAV | $30.13 |
| Asset Class | Equity |
| Primary Exposure | Technology (38.67%) |
| Issuer | Schwab |
| Domicile | US |
| Inception Date | Nov 3, 2009 |
| Distribution Yield | 1.04% |
| Beta | 1.01 |
| Average Volume | 9.84M |
| 52-week range | $24.81-$30.79 |
| RSI 14 | 57.27 |
| 50-Day SMA | $30.28 |
| 200-Day SMA | $28.63 |
| Risk Score | 87/100 |
| Momentum Score | 68/100 |
| Value Exposure Score | 41/100 |
SCHX Long-Horizon ETF Performance
Trailing returns, growth of $10,000, drawdown history, and calendar-year returns from available daily closes.
| Period | Total return | Annualized | Max drawdown | Start date |
|---|---|---|---|---|
| 1Y | 13.77% | 13.78% | -9.28% | Oct 20, 2025 |
| 3Y | 82.25% | 22.14% | -19.28% | Oct 20, 2023 |
| 5Y | 64.08% | 10.44% | -26.25% | Oct 25, 2021 |
| 10Y | 64.08% | 10.44% | -26.25% | Oct 25, 2021 |
Growth of $10,000
Indexed to the first available close in this history window.
Drawdown History
Peak-to-trough decline from each prior high over the available window.
Calendar-Year Returns
Full-year returns where available, with the current calendar year shown as YTD.
SCHXSchwab U.S. Large-Cap ETF
Financial Services / Asset Management
Relative Leader / Watch
Strong Relative Position
Latest quote
- Momentum68
- Value41
- Quality72
- Risk resilience87
- Sentiment—
SCHX ETF Analysis Summary
Schwab U.S. Large-Cap ETF (SCHX) currently has an AIQ Score of 64/100, indicating a neutral setup. Risk resilience is the strongest factor at 87/100. Value is the weakest current factor at 41/100. Performance, exposure, distribution, momentum, and risk evidence should be read together at the latest market-close snapshot.
In a neutral regime, SCHX has AIQ Score of 64/100 with Risk resilience base of 87/100 and fading Value at 41/100. Wait for component alignment before adding exposure.
Risk resilience (87/100) leads while Value (41/100) lags. This cross-factor spread creates entry timing uncertainty.
Financial Services · 0.63% ETF move · SCHX classified in Asset Management.
Current Evidence
AlgovestIQ Evidence Summary
Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.
Is SCHX Bullish or Bearish Right Now?
SCHX currently has a neutral overall setup. Risk Resilience is the strongest factor at 87/100, while Value is weakest at 41/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.
- - Quality is supportive at 72/100.
- - Momentum is constructive at 68/100.
- - Risk Resilience is supportive at 87/100.
- - Price is +0.48% above its 50-day SMA.
- - Technical consensus has more buy votes than sell votes (30 vs 8).
- - Value is the current constraint at 41/100.
Current Consensus
SCHX's Technical Analysis Consensus is currently Buy, with 30 buy, 7 neutral, and 8 sell votes. SCHX's 14-day RSI is 57.27, which places the ETF in a constructive momentum range. SCHX's beta is 1.01, indicating market sensitivity broadly in line with the market.
What Changed in SCHX?
The largest recent change in SCHX is Momentum moving up by 19.0 points over the available 7-day comparison window. Risk Resilience remains the strongest visible factor.
What Would Change the SCHX Outlook?
The current neutral outlook could improve if AIQ moves above 70, momentum recovers, risk resilience improves, and price confirms a stronger trend above the 50-day and 200-day moving averages. It would weaken if AIQ falls below 40, price loses long-term moving-average support, distribution or liquidity context deteriorates, or risk evidence worsens.
AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive market-context evidence.
AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.
SCHX Decision Framework
Public evidence layers, setup checks, and risk context for Schwab U.S. Large-Cap ETF.
Schwab U.S. Large-Cap ETF (SCHX) ETF Analysis
Schwab U.S. Large-Cap ETF has an AIQ Score of 64/100 in a Neutral regime. Risk is strongest at 87/100. Beta is 1.01, close to market sensitivity. Review the supporting etf factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | SCHX is in a Neutral AIQ regime with score 64/100. |
| Signal Conflict | The primary conflict is that risk leads at 87/100 while value lags at 41/100. |
| Factor Evidence | Momentum 68/100 · Value 41/100 · Quality 72/100 · Risk 87/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Risk is the strongest factor at 87/100.
Momentum is 68/100 and RSI (14) is 57.3.
SCHX is in a Neutral regime at 64/100.
Risk factor is 87/100 with beta 1.01 and annual volatility 12.78%.
Current conflict: risk leads at 87/100 while value lags at 41/100.
SCHX Research Cluster
ETF-specific paths for performance, risk, distributions, market context, data, comparisons, and news.
SCHX ETF Analytics
SCHX holdings context, yield, risk, valuation exposure, momentum, and AIQ evidence.
SCHX Technical Analysis
SCHX technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
SCHX ETF Market Context
Track SCHX market context, news pressure, trend changes, income events, and current allocation evidence.
SCHX Distribution Analysis
SCHX distribution yield, annualized distributions, payment history, and income context.
SCHX ETF Data
SCHX available fund data, market metrics, technical readings, risk measures, and AIQ evidence.
SCHX Risk Analysis
SCHX volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
SCHX ETF News
SCHX ETF news, market tone, recent headlines, and catalyst context.
SCHX vs Broad Market / Index Peers
Current peer cohort: SCHX · SPMD · SPSM · SPY · SPYM. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| SCHX Current ETF | 64/100 | 41/100 | 68/100 | 87/100 | 0.82 | 12.78% | Current |
| SPMD SPDR Portfolio S&P 400 Mid Cap ETF | 59/100 | 51/100 | 53/100 | 83/100 | 0.6 | 15.05% | SCHX vs SPMD |
| SPSM SPDR Portfolio S&P 600 Small Cap ETF | 61/100 | 57/100 | 52/100 | 82/100 | 0.72 | 15.76% | SCHX vs SPSM |
| SPY SPDR S&P 500 ETF Trust | 67/100 | 41/100 | 66/100 | 88/100 | 0.87 | 12.72% | SCHX vs SPY |
| SPYM SPDR Portfolio S&P 500 ETF | 65/100 | 41/100 | 68/100 | 88/100 | 0.78 | 12.71% | SCHX vs SPYM |
Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Oct 21, 2026.
About the AIQ Score
Methodology for the current ETF evidence.
The AlgovestIQ AIQ Score combines multiple dimensions of ETF evidence, including momentum, valuation exposure, quality, risk resilience, sentiment context, and timing signals. It is a descriptive research score, not a guarantee of future performance or a personalized recommendation.
View AIQ methodologyFactor Diagnostics
A compact bridge from the AIQ score to the evidence tabs.
Valuation exposure across the fund's holdings.
Quality context inferred from fund exposure and available evidence.
Trend, momentum, volume, and timing confirmation.
Resilience, volatility, beta, drawdown, and tail risk.
News and event pressure around the setup.
Open the return calculator with ETF context while purchase price, shares, dates and fees remain user inputs.
AIQ Component Profile
Compare the five component scores on one consistent 0–100 scale.
Review earnings timing, revisions, news pressure, and prior event reactions in one place.
Open catalystsNo quarterly financial rows in this snapshot.
Checked Oct 22, 2026
Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.
ETF Analytics Snapshot
Current ETF evidence uses fund profile, cost, size, distribution, momentum, and risk fields.
ETF pages use fund-native profile fields for cost, size, liquidity, holdings breadth, NAV, issuer, and launch date.
Market Confirmation
Technicals are summarized first, with the indicator library behind it.
Risk Alignment
Higher resilience is stronger; exposure metrics stay separate.
Continue Researching SCHX
Open the detailed evidence pages and workflows behind the stock overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for SCHX
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
SCHX ETF FAQ
What is SCHX ETF price today?
SCHX is currently shown at $30.42. Use the live quote with the 52-week range and AIQ context before comparing funds.
What is SCHX's 52-week high and low?
SCHX's 52-week range is $24.81 to $30.79 based on the latest completed market-close snapshot from Oct 21, 2026. A price near either extreme should be evaluated with volatility and trend evidence.
Does SCHX pay a dividend?
SCHX's current distribution yield is 1.04% based on the latest completed market-close snapshot from Oct 21, 2026. For ETFs, dividend yield should be compared with expense ratio, holdings, and risk.
What should investors compare before buying SCHX?
Compare SCHX's price trend, expense profile, yield, holdings exposure, volatility, and AIQ signal. ETF decisions should focus on portfolio fit as much as current momentum.