Industry breakdown (estimated for 2025):

• Information technology: approx. 27%
• Healthcare: approx. 14%
• Financial services: approx. 13%

TOP 3 Markets (estimated for 2025):

• USA: approx. 70%
• Europe: approx. 15%
• Asia-Pacific: approx. 10%

The Schwab U.S. Large-Cap ETF (SCHX) invests in large U.S. companies operating in various industries. The focus is on information technology, followed by healthcare and financial services, reflecting the dominant sectors in the fund.

The USA is the main market for the ETF, as expected given its focus on U.S. large-cap companies. Europe and the Asia-Pacific region follow as important markets, making up a smaller but significant share. This regional distribution reflects the global reach and diversification of the companies included in the ETF.

Production: No physical production

The Schwab Strategic Trust - Schwab U.S. Large-Cap ETF (ARCA:SCHX) is an exchange-traded fund (ETF) and does not produce any physical products. Instead, the fund invests in a portfolio of stocks that track the U.S. large-cap market. The administration and management of the ETF are carried out by Charles Schwab Investment Management, Inc. There are no production facilities as it is a financial product.

Current Strategy: Passive index tracking
Focus: Broad diversification and cost-efficient investing

The Schwab U.S. Large-Cap ETF (SCHX) follows a passive investment strategy aimed at replicating the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. This strategy focuses on broad diversification by investing in a variety of large U.S. companies.

For future growth, the ETF plans to continue emphasizing cost-efficient investing to provide investors an attractive diversification opportunity. The strategy includes minimizing management fees and maximizing the replication efficiency of the underlying index.

Schwab could also expand access to its ETFs through digital platforms and partnerships to reach a larger investor base. This aligns with the general industry trend focusing on technological innovations and improved customer experiences.

Schwab Strategic Trust - Schwab U.S. Large-Cap ETF (ARCA:SCHX) is an exchange-traded fund (ETF) that invests in US large-cap stocks. As such, the ETF itself does not import any commodities or materials, as it does not engage in operational business activities.

Rather, the ETF invests in a variety of large US companies, which in turn may import commodities and materials. The specific commodities and their countries of origin depend on the individual companies in which the ETF invests. These companies may import commodities such as oil, gas, metals, or other materials from various countries, depending on their industry and specific business requirements.

For detailed information on commodity imports, it would be necessary to analyze the business reports and disclosures of the individual companies in the ETF portfolio.

Assets under Management (AUM): approximately 30 billion USD (2023) Expense Ratio: 0.03% (2023)

The Schwab U.S. Large-Cap ETF (SCHX) is a significant player in the exchange-traded funds sector, particularly due to its extremely low expense ratio of 0.03%, which is among the lowest in the industry. These low costs provide a significant competitive advantage by maximizing returns for investors.

Another competitive advantage lies in the fund's broad diversification, which includes a large number of US large-cap stocks. This allows investors to achieve broad market coverage with a single investment.

Additionally, the ETF benefits from the strong brand and resources of Charles Schwab, one of the leading financial service providers. Together, these factors give the Schwab U.S. Large-Cap ETF a solid competitive edge in the passive index funds market.

Institutional investor share: 72% (estimated, 2025)
Insider purchases/sales: No significant insider transactions reported (2025)

The Schwab U.S. Large-Cap ETF (SCHX) has a high institutional investor share, which is typical for ETFs of this kind, as they are often used by large institutional investors such as pension funds and investment companies to achieve broad market exposure.

Insider transactions are less relevant for ETFs, as they are funds that track an index and not a single company with a specific management team. Therefore, there are usually no significant insider purchases or sales that would need to be reported.

Market share of SCHX: Estimated 3.5% (2025)

Top competitors and their market shares:

1. SPDR S&P 500 ETF Trust (SPY): 10.2%
2. iShares Core S&P 500 ETF (IVV): 9.8%
3. Vanguard S&P 500 ETF (VOO): 9.5%
4. Invesco QQQ Trust (QQQ): 6.7%
5. Vanguard Total Stock Market ETF (VTI): 6.3%
6. iShares Russell 1000 ETF (IWB): 4.1%
7. Schwab U.S. Large-Cap ETF (SCHX): 3.5%

The Schwab U.S. Large-Cap ETF (SCHX) has a moderate market share compared to its larger competitors such as SPY, IVV, and VOO. These ETFs dominate the market due to their broad acceptance and liquidity.

SCHX's moat is essentially characterized by its cost-effective structure and the strong brand of Charles Schwab. The low fees and broad diversification are advantages that attract investors. However, the larger ETFs like SPY and VOO have a significant advantage due to their size and liquidity, which can be seen as a stronger moat.

In summary, SCHX has some advantages, especially in terms of costs, but the larger ETFs offer a stronger moat due to their market position and liquidity.

Assets under Management (AUM): $30 billion (2023) Annual Expense Ratio: 0.03% (2023) Number of Holdings: Over 750 (2023)

The Schwab U.S. Large-Cap ETF (SCHX) is known for its broad diversification and low expense ratio, making it an attractive option for long-term investors. With over 750 holdings, the ETF provides comprehensive coverage of the U.S. large-cap market, reducing the risk of individual stocks.

The low expense ratio of 0.03% is a significant advantage as it enhances the investor's return compared to more expensive funds. This makes the ETF particularly appealing to cost-conscious investors.

Additionally, the ETF benefits from the stable performance of the U.S. stock market, which has historically shown solid growth. This could continue to support positive developments in the future, especially if economic conditions remain favorable.

Overall, the Schwab U.S. Large-Cap ETF is a solid investment opportunity for investors interested in long-term capital growth due to its diversification, low costs, and stable market performance.

Dividend yield: 1.5% (estimated for 2025)
Payout frequency: Quarterly

The Schwab U.S. Large-Cap ETF (SCHX) regularly pays out dividends. The dividend yield typically hovers around 1.5%, based on the latest available data and general market conditions.

The payouts are made quarterly and are relatively reliable, as the ETF invests in a broad range of large US companies that typically pay stable dividends. The reliability of the payouts is supported by the diversification and stability of the underlying companies.