Registry rank 82 · Portfolio as of 2026-05-31
Schwab U.S. Large-Cap ETF
SCHX
Filed fees in dollars
Assumptions for each dollar figure: $100,000 starting amount · 5.0% annual return · annual compounding · fees deducted annually · 0.00% computed index-control baseline. Methodology.
| Share class and filing | 10 years | 20 years | 30 years |
|---|---|---|---|
| SCHX0.03% · SEC expense filing · as of 2025-12-31 | $465 | $1,512 | $3,689 |
These figures are illustrations, not predictions or personalized advice. Returns and fees can differ. Read the research disclaimer.
Change the illustration
Assumptions for the dollar figures below: $100,000 starting amount; 5.0% annual return; 20 years; annual compounding; fees deducted annually; 0.00% computed index-control baseline. SCHX SEC expense filing, as of 2025-12-31. Methodology.
| Result | Amount |
|---|---|
| Ending value at baseline | $265,330 |
| Ending value at filed expense ratio | $263,818 |
| Difference attributed to fee drag | $1,512 |
This is an illustration, not a prediction or personalized advice. Returns and fees can differ. Read the research disclaimer.
Largest active differences vs IWB
The bars are labeled and repeated in the table; color is not the only signal. Linked company names open Buy Like Buffett’s company record; Sensible Investor does not score stocks.
| Holding | Fund | IWB | Difference |
|---|---|---|---|
| MICRON TECHNOLOGY, INC. | 1.60% | 0.63% | +0.97% |
| ALPHABET INC. | 5.82% | 5.07% | +0.75% |
| BROADCOM INC. | 3.10% | 2.39% | +0.71% |
| NVIDIA CORPORATION | 7.51% | 6.83% | +0.68% |
| ADVANCED MICRO DEVICES, INC. | 1.23% | 0.55% | +0.68% |
| APPLE INC. | 6.71% | 6.11% | +0.59% |
| AMAZON.COM, INC. | 3.87% | 3.34% | +0.53% |
| INTEL CORPORATION | 0.79% | 0.33% | +0.46% |
| EXXON MOBIL CORPORATION | 0.89% | 1.20% | -0.31% |
| MICROSOFT CORPORATION | 4.89% | 4.59% | +0.30% |
Source and verification
SEC N-PORT filing · filed 2026-07-24 · period 2026-05-31
SEC expense filing · period 2025-12-31