CleaRank Financial AI • AI-powered analysis using real-time market data from TwelveData
Analysis reviewed by Jacob Bakshi, Senior Market Strategist. Data refreshed daily. Not financial advice.
The Schwab U.S. Large-Cap Growth ETF (SCHG) offers broad exposure to the large-cap U.S. growth equity market, primarily tracking the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. Its strategy focuses on established growth-oriented businesses, with significant weightings in technology, communication services, and consumer cyclical sectors. The fund's assets under management stand at $63.85 billion, with an expense ratio of 0.04%, making it a cost-effective core holding for growth-focused portfolios. Recent fund flows and sector rotations suggest continued investor interest in growth assets, although market sentiment can influence short-term performance.
SCHG at a glance
Schwab U.S. Large-Cap Growth ETF (SCHG): Buy, 78/100 on CleaRank's AI score.
TrendUp: the price is above both its 50- and 200-day moving averages ($35.75 and $33.29).
FundExpense ratio 0.04%, $63.9B in net assets, +13.0% total return over 1 year.
As of October 15, 2026, Schwab U.S. Large-Cap Growth ETF (SCHG) trades at $35.91. The 14-day RSI (daily closes) is 48, in neutral territory, and the price is above its 50-day simple moving average of $35.75.
Figures as of October 15, 2026.
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Figures we compute ourselves from SCHG's own price history. Tap one to see it in context.
Schwab U.S. Large-Cap Growth ETF is an exchange-traded fund designed to provide exposure to large-cap U.S. companies with growth characteristics. The fund seeks to track, before fees and expenses, the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index by holding a diversified portfolio of stocks that meet the index’s growth-focused criteria.
Issuer
Schwab ETFs
Category
Large Growth
Inception
Dec 11, 2009
Expense ratio
0.04%
Net assets
$63.85B
Distribution yield
0.39%
YTD return
10.48%
Turnover
27.00%
Sector weights
Technology54.3%
Communication Services13.7%
Consumer Cyclical10.1%
Industrials7.0%
Healthcare6.6%
Financial Services5.0%
Other2.7%
Trailing total returns
Period
SCHG
YTD
10.48%
1 month
0.81%
3 months
6.16%
1 year
13.01%
3 years
26.04%
5 years
14.71%
10 years
18.68%
As of Oct 15, 2026, SCHG has an expense ratio of 0.04%, $63.85B in net assets and a distribution yield of 0.39%.
Fund reference data as of Oct 15, 2026. Expense ratio and net assets are reported by the fund; returns are total returns and can differ from price change.
SCHG Analysis
AI Analyst Consensus ScoreBuy
SCHG is currently trading above its 50-day simple moving average of $35.75 and its 200-day simple moving average of $33.29, indicating a positive long-term trend. However, the price has recently moved below its 20-day exponential moving average of $36.20. The 14-day RSI is at 47.52, which is considered neutral momentum. The Stochastic indicator is at 12.50, suggesting it is approaching oversold territory, while the CCI is -68.24, also indicating bearish momentum in the short term. The average trading volume is approximately 7.83 million shares.
ProTips
Monitor the 20-day EMA as a short-term indicator of momentum; a sustained move above it would be a positive signal.
Market Outlook
The outlook for SCHG remains cautiously optimistic, driven by its exposure to high-growth sectors like technology and communication services. The fund's long-term trend, indicated by its position above its 50-day and 200-day moving averages ($35.75 and $33.29), suggests resilience. However, the recent move below the 20-day EMA warrants monitoring for potential short-term headwinds. Investors should consider the fund's concentration risk and its sensitivity to macroeconomic factors such as interest rate policy and overall market sentiment towards growth stocks. Over the next 6-12 months, SCHG's performance will likely depend on the continued strength of its top holdings and the broader economic environment. A sustained rotation into value stocks or a significant slowdown in technology sector growth could challenge its upward momentum. Conversely, continued innovation and strong earnings from its constituent companies could propel the ETF to new highs, aligning with its long-term growth mandate.
Market Correlations
How this etf moves relative to other assets
Based on 1 year of daily price data. Correlations may vary over different time periods.
S&P 500 (SPY)+0.96
Strong correlation
Nasdaq 100 (QQQ)+0.95
Strong correlation
Bitcoin (BTC)+0.50
Moderate correlation
Gold (XAU)+0.14
Weak correlation
As of October 15, 2026, SCHG's 1-year correlation of daily returns is +0.96 with S&P 500 (SPY), +0.95 with Nasdaq 100 (QQQ), +0.50 with Bitcoin (BTC) and +0.14 with gold (XAU).
Check Custom Correlation
How does any other asset move with SCHG? One year of daily closes, Pearson correlation.
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Key Statistics
Net Assets
63.85B
Expense Ratio
0.0400%
Yield
0.39%
Day High
$36.54
Day Low
$35.76
52 Week High
37.10
52 Week Low
27.96
As an ETF tracking large-cap U.S. growth companies, SCHG's fundamental health is tied to the performance of its underlying index and its top holdings. The fund is heavily concentrated in the Technology sector, representing 54.29% of its assets, followed by Communication Services (13.65%) and Consumer Cyclical (10.13%). This concentration provides significant exposure to growth drivers but also introduces sector-specific risks. The expense ratio is a competitive 0.04%, costing $4.00 per $10,000 invested. The fund's net assets total $63.85 billion.
Fund Performance Analysis
Its performance is driven by the aggregate earnings trends of its underlying holdings, which are predominantly large-cap U.S. growth companies. The significant allocation to the technology sector suggests that the fund's performance will be closely linked to earnings reports from major tech giants. Positive earnings surprises and strong revenue growth from these key constituents would likely support SCHG's upward trajectory, while disappointing results could lead to downward pressure.
Key Risks
The primary risk for SCHG is its high concentration in the technology sector (54.29%), making it vulnerable to sector-specific downturns or regulatory changes impacting tech companies. Additionally, as a growth-focused ETF, it may experience higher volatility compared to broad market or value-oriented funds, especially during periods of rising interest rates or shifting market sentiment away from growth stocks. The recent dip below the 20-day EMA also signals potential short-term weakness.
Technical Indicators i
RSI (14-day)
47.52
MACD (12, 26)
0.269
SMA (50-day)
35.75
SMA (200-day)
33.29
Technical RatingBullish
RSI
Neutral
SMA Cross
Bullish
Price vs SMA
Bullish
MACD
Bullish
Golden Cross in effect with the 50-day SMA ($35.75) above the 200-day SMA ($33.29), price action is firmly bullish above key moving averages.
As of October 15, 2026, with SCHG at $35.91, its 14-day RSI is 47.5 (neutral territory), its 50-day simple moving average is $35.75 and its 200-day is $33.29.
Calculated by CleaRank on daily closes as of October 15, 2026: Wilder's 14-day RSI, 50- and 200-day simple moving averages, MACD line (12, 26).
SCHG Trade Plans
Specific entry, exit, and risk management levels
Select Your Trade Bias
Risk Tolerance
Conservative2%Aggressive
Portfolio Value
$
Position Size: Enter portfolio size →
Long entry pick an entry style
Conservative
$35.19
2% below current price (Pullback entry)
Lower risk, wait for pullback
Aggressive
$35.91
Buy at current price
Higher risk, immediate entry
Risk Management
STOP LOSS
$34.04
MAX LOSS
-3.3%
Volatility-Adjusted Stop Loss
Calculated based on RSI (47.5) and current market volatility
These levels come from SCHG's moving averages and recent volatility, not from a forecast. Educational levels, not financial advice; the full disclaimer is at the foot of the page.
Growth of $10,000
A $10,000 investment in SCHG in October 2016 would be worth about $52,819 today, compared with about $36,237 for the same investment in the S&P 500 benchmark. This is price change only; dividends paid along the way would add to it.
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SCHG Drawdowns & Recovery
Worst fall, last 10 years
-34.4%
November 2021 to January 2023
Recovery
11 months
back at the old peak by December 2023
From the 10-year high
-2.8%
highest close, October 2026
1-year holds that gained
86%
of every 1-year window
As of October 15, 2026, SCHG's worst peak-to-trough fall over the last 10 years was -34.4% (November 2021 to January 2023); it regained that peak by December 2023, 11 months after the low, and 86% of 1-year holding periods ended with a gain.
From weekly closing values. A drawdown is the fall from the highest value reached so far to a later low.
Monte Carlo Projection (10yr)
CleaRank's 10-year Monte Carlo simulation projects that a $10,000 investment in SCHG today could grow to about $25,729 by 2036 in the base case, with a 90th-percentile outcome near $61,950 and a 10th-percentile outcome around $10,685 (above the amount invested: over ten years most simulated paths of a rising, moderately volatile asset end higher). The simulation models price only; at today's 0.39% yield, dividends would add to these figures. Projections are statistical simulations, not guarantees.
SCHG 2030 Scenarios (Monte Carlo)
CleaRank's simulation projects a price near $52.41 for SCHG by 2030 in the base case, from $35.91 today (1.5x over 4 years). The 10th-percentile path ends near $30.06. These are outcomes of a Monte Carlo simulation run on SCHG's historical return distribution, not price targets, and they assume no dividends are reinvested.
SCHG simulated price paths by year
Year
10th percentile
Base case
90th percentile
2027
$29.89
$39.47
$52.11
2028
$29.28
$43.38
$64.26
2029
$29.47
$47.68
$77.16
2030
$30.06
$52.41
$91.36
2031
$30.94
$57.60
$107
Method: a lognormal simulation of SCHG's own volatility and capped historical trend, re-run daily; base case is the median path, the outer columns the 10th and 90th percentiles.
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Frequently Asked Questions
What is the expense ratio for the Schwab U.S. Large-Cap Growth ETF (SCHG)?
The Schwab U.S. Large-Cap Growth ETF (SCHG) has an expense ratio of 0.04%, which amounts to $4.00 per $10,000 invested annually.
What sectors does SCHG concentrate its holdings in?
SCHG is heavily concentrated in Technology (54.29%), followed by Communication Services (13.65%) and Consumer Cyclical (10.13%), reflecting its focus on large-cap U.S. growth companies.
What is the current price trend for SCHG?
SCHG is currently trading above its 50-day and 200-day moving averages ($35.75 and $33.29), indicating a positive long-term trend, although it has recently moved below its 20-day EMA.
Does SCHG pay a distribution?
Yes. As of October 15, 2026, SCHG's distribution yield is 0.39% at the current price of $35.91. Yields move with the share price and with changes to the payout.
What is SCHG's biggest drop in the last 10 years?
Schwab U.S. Large-Cap Growth ETF (SCHG)'s worst peak-to-trough fall over the last 10 years was -34.4%, from November 2021 to January 2023. It regained that peak by December 2023, 11 months after the low. Over the same period, 86% of 1-year holding periods ended with a gain.
What are SCHG's best and worst months?
Over the last 10 years, July has been SCHG's strongest month on average (+4.30%, rising in 9 of 10 years) and March its weakest (-1.15%, rising in 4 of 10 years). Seasonal averages describe the past and do not predict a given year.
How closely does SCHG move with the stock market?
Over the past year SCHG's daily returns were strongly correlated with the S&P 500 (SPY) (+0.96). Nasdaq 100 (QQQ): +0.95; Bitcoin (BTC): +0.50; Gold (XAU): +0.14. A figure near +1 means the two usually move together; near 0 means little relationship.
What would $10,000 invested in SCHG be worth today?
$10,000 put into SCHG in October 2016 would be worth about $52,819 today, against about $36,237 for the same amount in the S&P 500. That is price change only; distributions would add to it.
What does CleaRank's simulation show for SCHG in 2030?
CleaRank's Monte Carlo simulation, built from SCHG's own historical volatility, puts the 2030 base case near $52.41, with 10th and 90th percentile outcomes of $30.06 and $91.36. It is a range of simulated outcomes, not a price target.
How volatile is SCHG?
SCHG's daily price moves average 0.89% (30-day standard deviation of daily returns). Over the past 52 weeks it traded between $27.96 and $37.10.
