SCHV: Low Fees, Moderate Value Exposure, And Modest Volatility

I am maintaining my Buy rating on the Schwab U.S. Large-Cap Value ETF (SCHV) due to its defensive positioning amid high market valuations. SCHV offers low-cost, broad large-cap value exposure, with a portfolio tilted toward financials, industrials, and less tech concentration. Compared to peers, SCHV delivers lower volatility and solid risk-adjusted returns, though it may underperform in strong growth-led markets.

Seeking Alpha • Jan 28, 2026

SCHV: The Value Rotation May Have Already Begun

Schwab U.S. Large-Cap Value ETF (SCHV) offers diversified, low-cost exposure to large-cap value stocks, appealing amid AI bubble concerns. SCHV trades at a lower P/E (21.27x) than growth peers, providing a potential hedge during economic uncertainty and sector rotation. Key sector weights—financials (22.54%), industrials (14.46%), and information technology (13.78%)—position SCHV to benefit from rate cuts, defense spending, and semiconductor investments.

Seeking Alpha • Jan 28, 2026

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

Launched on December 11, 2009, the Schwab U.S. Large-Cap Value ETF (SCHV) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.

Zacks Investment Research • Jan 26, 2026

The 3 Best Schwab ETFs to Buy in December

As a top exchange traded fund (ETF) provider, Schwab's overall portfolio of index, sector and stock-specific ETFs is a thing to behold.

24/7 Wall Street • Dec 1, 2025

Charles Schwab vs. Fidelity: Which Dividend ETF Reigns Supreme?

If you are even remotely familiar with the investment world, names like Charles Schwab and Fidelity are incredibly familiar.

24/7 Wall Street • Nov 19, 2025

SCHV: The Case For Patience In A Growth-Dominated Market

Schwab U.S. Large-Cap Value ETF (SCHV) receives a Hold rating due to current market dominance by growth stocks and opportunity cost concerns. SCHV offers a rigorous, multi-factor value selection and low expense ratio (0.04%), outperforming IWD on cost and dividend yield, but not on risk-adjusted returns. Performance and risk metrics between SCHV and IWD are nearly identical, with neither fund providing a clear advantage in risk/reward profile.

Seeking Alpha • Nov 13, 2025

Vanguard vs. Schwab: The Dividend ETF Battle To Watch

Even if you follow the stock market intermittently, you know that dividend ETFs are having a moment.

24/7 Wall Street • Nov 10, 2025

SCHV: A Year Later, Value Funds Still Have Plenty Of Relevance

SCHV offers a value-focused approach, tracking the Dow Jones U.S. Large-Cap Value Index for investors seeking large-cap value exposure. The ETF has delivered solid performance over the past year, supporting its role as a core holding for value-oriented portfolios. Value funds like SCHV remain attractive amid market uncertainties, providing diversification away from growth-heavy strategies.

Seeking Alpha • Aug 27, 2025

SCHV: A Quiet Contender In A Growth Dominated World

SCHV offers strong value exposure, defensive characteristics, and a low expense ratio, making it a core holding for value diversification. The ETF's style purity leads to low tech exposure and high sector diversification, but results in lower returns versus peers with growth tilts. While SCHV lags VTV in bull markets, it should excel during true value-driven regimes, supporting its role as a portfolio stabilizer.

Seeking Alpha • Jul 23, 2025

SCHV's Diversified Portfolio And Earnings Growth Power Makes It A Solid Long-Term Investment

Schwab U.S. Large-Cap Value ETF (SCHV) is recommended for its ability to limit downside risk and generate steady returns, outperforming broader market indices in uncertain conditions. SCHV's portfolio, heavily weighted in financials, industrials, and health care sectors, is poised for robust earnings growth, supporting share price and dividend returns. The ETF's low per share price, attractive valuations, and high liquidity make it an appealing long-term investment option with a low expense ratio of 0.04%.

Seeking Alpha • May 13, 2025