Schwab U.S. Large-Cap Value ETF

Frequently Asked Questions About SCHV

What does SCHV invest in?

The primary objective of this fund is to meticulously mirror the total investment performance of the Dow Jones U.S. Large-Cap Value Total Stock Market Index. This objective is pursued with the aim of achieving the closest possible correlation to the index's returns, and it's calculated prior to the deduction of the fund's own management fees and operational costs.

What is the expense ratio of SCHV?

Schwab U.S. Large-Cap Value ETF (SCHV) charges an expense ratio of 0.04%. This is the annual fee deducted from fund assets to cover management and operations.

How big is SCHV?

Schwab U.S. Large-Cap Value ETF (SCHV) manages $15.56B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is SCHV actively managed or an index fund?

SCHV's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was SCHV launched?

Schwab U.S. Large-Cap Value ETF (SCHV) launched in December 2009 and is managed by Schwab.

How has SCHV performed?

SCHV's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.