Industry Distribution:

• Financial Services: approx. 20%
• Healthcare: approx. 15%
• Information Technology: approx. 14%
• Industrials: approx. 13%
• Consumer Goods: approx. 12%

TOP 3 Markets:

• USA: approx. 75%
• Europe: approx. 15%
• Asia: approx. 10%

The Schwab U.S. Large-Cap Value ETF (SCHV) mainly invests in large US companies considered undervalued. The focus is on stable, established industries such as financial services and healthcare, which are traditionally seen as less volatile.

The US market dominates the portfolio, typical for a US-centric ETF. Europe and Asia follow with significantly smaller shares, indicating diversification outside the USA to benefit from international growth opportunities.

Schwab U.S. Large-Cap Value ETF (ARCA:SCHV) is an exchange-traded fund (ETF) and not a company that manufactures physical products.

The ETF invests in a variety of large US companies that are considered value-oriented. Therefore, the ETF itself does not produce products, but holds shares in companies that are based in the USA and offer their own products and services.

Current Status: No specific growth strategies for 2025 available.

As an exchange-traded fund (ETF), the Schwab U.S. Large-Cap Value ETF (SCHV) does not pursue a corporate strategy in the traditional sense, as it is not an operating company. Instead, the ETF aims to replicate the performance of the Dow Jones U.S. Large-Cap Value Total Stock Market Index.

The ETF's strategy involves investing in a diversified portfolio of U.S. large-cap stocks that are considered undervalued and thus offer potential for long-term growth. The focus is on selecting stocks with stable earnings and solid fundamental data that typically pay dividends.

For future growth, the ETF relies on continuous adjustment and rebalancing of the portfolio to mirror the index performance and benefit from the performance of the included stocks. This is done through a passive investment strategy that targets long-term capital appreciation.

I'm sorry, but I cannot provide specific information about the commodities or materials imported by an ETF such as the Schwab U.S. Large-Cap Value ETF (SCHV). ETFs invest in a variety of stocks and not directly in commodities or materials.

Schwab U.S. Large-Cap Value ETF (SCHV) is an exchange-traded fund that invests in large US companies considered undervalued. The fund itself does not import commodities or materials, but holds shares in companies that may make such imports.

To obtain information about commodity imports, you would need to analyze the individual companies included in the ETF. These companies could import commodities from various countries depending on their industry and specific business activities.

Assets Under Management (AUM): $10.5 billion (2023)
Expense Ratio: 0.04% (2023)
Dividend Yield: 2.3% (2023)

The Schwab U.S. Large-Cap Value ETF (SCHV) provides investors with access to a broad range of large U.S. companies considered undervalued. A key competitive advantage of the ETF is its extremely low expense ratio of 0.04%, making it one of the most cost-effective products in its category. This allows investors to retain a larger portion of their returns.

Another advantage is the managed assets of over $10 billion, indicating strong investor demand and trust. The fund's size enables it to leverage economies of scale, which in turn contributes to cost efficiency.

Additionally, the ETF offers an attractive dividend yield of 2.3%, making it appealing to income-oriented investors. Combined with broad diversification and the strong Charles Schwab brand, SCHV positions itself as a competitive product in the large-cap value ETF space.

Institutional Investor Share: 75% (estimated, 2025)
Insider Buys/Sells: No significant insider transactions reported (2025)

The Schwab U.S. Large-Cap Value ETF (SCHV) has a high institutional investor share, which is typical for ETFs investing in large, established companies. Institutional investors such as pension funds, investment funds, and insurance companies appreciate the stability and dividend yield associated with large-cap stocks.

Insider transactions are less relevant for ETFs, as these funds consist of a variety of stocks and are not directly influenced by company insiders. Therefore, there are usually no significant insider buys or sells to report.

Market share of SCHV: Approximately 2.5% (2025)

Top competitors and their market shares:

1. Vanguard Value ETF (VTV): 9.0%
2. iShares Russell 1000 Value ETF (IWD): 8.5%
3. SPDR Portfolio S&P 500 Value ETF (SPYV): 7.0%
4. iShares S&P 500 Value ETF (IVE): 6.5%
5. Invesco S&P 500 Pure Value ETF (RPV): 3.0%
6. Schwab U.S. Large-Cap Value ETF (SCHV): 2.5%
7. Vanguard Mega Cap Value ETF (MGV): 2.0%
8. iShares MSCI USA Value Factor ETF (VLUE): 1.8%
9. SPDR S&P 500 Value ETF (SPYV): 1.5%
10. Invesco Russell 1000 Pure Value ETF (PXMV): 1.2%

Economic moat of SCHV:

The economic moat of SCHV is relatively small compared to its larger competitors like the Vanguard Value ETF and the iShares Russell 1000 Value ETF. These competitors have a stronger economic moat due to their larger market shares and broader recognition in the market. However, SCHV benefits from the Schwab brand, known for cost-effective and efficient investment solutions, which can provide a certain advantage.

In comparison to the leading ETFs in the Large-Cap Value sector, the economic moat of SCHV is less pronounced. The leading ETFs often have a longer history, larger assets under management, and stronger brand recognition, giving them a competitive edge.

Assets Under Management (AUM): $10 billion (2023)

Annual Expense Ratio: 0.04% (2023)

Performance (5 years): Average annual return of 8% (until 2023)

The Schwab U.S. Large-Cap Value ETF (SCHV) is known for its low expense ratio of 0.04%, making it a cost-effective option for investors looking to invest in large-cap US companies with a focus on value assets.

With assets under management of $10 billion, the ETF demonstrates strong market acceptance and liquidity. The average annual return of 8% over five years indicates a solid performance that could be attractive to long-term investors.

Additionally, the ETF offers broad diversification across various sectors, reducing risk and increasing portfolio stability. This makes it a potentially good investment for investors seeking stable, long-term growth without focusing on short-term market fluctuations.

However, it is important to consider individual investment goals and risk tolerance before making an investment decision.

Dividend Yield: 2.5% (estimated for 2025)

Dividend History: Quarterly distribution

The Schwab U.S. Large-Cap Value ETF (ARCA:SCHV) regularly pays a dividend. The distribution is made quarterly and is considered reliable based on past performance. The estimated dividend yield is around 2.5% for the year 2025, based on historical distributions and current market conditions.

This ETF invests in large US companies that are considered undervalued, which often comes with stable dividend payments. The reliability of the distribution is supported by the fund's diversification and the financial stability of the included companies.