Should Schwab U.S. Large-Cap Value ETF (SCHV) Be on Your Investing Radar?

Core Viewpoint - The Schwab U.S. Large-Cap Value ETF (SCHV) is a passively managed fund that provides broad exposure to the Large Cap Value segment of the US equity market, with significant assets under management and low operating costs [1][4]. Group 1: Fund Overview - SCHV was launched on December 11, 2009, and is sponsored by Charles Schwab, accumulating over $12.91 billion in assets [1]. - The ETF targets companies with market capitalizations above $10 billion, typically offering more stability and lower risk compared to mid and small-cap companies [2]. Group 2: Financial Metrics - The ETF has an annual operating expense of 0.04%, making it one of the least expensive options in its category, and it offers a 12-month trailing dividend yield of 2.12% [4]. - The ETF's return is approximately 9.12% year-to-date and 12.74% over the past year, with a trading range between $23.55 and $28.20 in the last 52 weeks [8]. Group 3: Sector Exposure and Holdings - The largest sector allocation for SCHV is Financials, comprising about 23% of the portfolio, followed by Industrials and Healthcare [5]. - The top holding is Berkshire Hathaway Inc Class B (BRK/B) at approximately 3.51% of total assets, with the top 10 holdings accounting for about 18.85% of total assets under management [6]. Group 4: Performance and Risk - SCHV aims to match the performance of the Dow Jones U.S. Large-Cap Value Total Stock Market Index, which includes the large-cap value portion of the broader market index [7]. - The ETF has a beta of 0.88 and a standard deviation of 14.55% over the trailing three-year period, indicating a medium risk profile [8]. Group 5: Alternatives - Other ETFs in the same space include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), with SCHD having $71.16 billion in assets and VTV at $140.23 billion [11].