Overview
The Dow Jones US Large-Cap Total Stock Market Index — Schwab's answer to the S&P 500 at 0.03%, holding ~750 of the largest US companies.
Top Holdings
| Ticker | Holding | Weight |
|---|---|---|
| NVDA | NVIDIA Corporation | 7.2% |
| AAPL | Apple Inc. | 6.4% |
| MSFT | Microsoft Corp. | 6.2% |
| AMZN | Amazon.com Inc. | 3.8% |
| META | Meta Platforms | 2.8% |
| AVGO | Broadcom Inc. | 2.4% |
| GOOGL | Alphabet Class A | 2.1% |
| TSLA | Tesla Inc. | 1.9% |
| GOOG | Alphabet Class C | 1.7% |
| BRK.B | Berkshire Hathaway | 1.6% |
Fund Details
Investment Thesis
SCHX widens the large-cap net beyond the S&P 500's committee-vetted 500 to roughly 750 rules-selected names, at a price that matches the cheapest funds anywhere. Performance tracks the S&P 500 within noise. It exists for the same reason SPLG and VV do — the index wars drove core-holding fees to effectively zero, and Schwab's entry is as good as any of them.
Who It's For
Schwab-account investors wanting a core US holding with zero-commission convenience, and anyone assembling the cheapest possible three-fund portfolio.
10-Year History
| Year | Close | % Chg |
|---|---|---|
| 2016 | $7.89 | -- |
| 2017 | $9.59 | +21.5% |
| 2018 | $9.12 | -4.9% |
| 2019 | $11.94 | +31.0% |
| 2020 | $14.39 | +20.5% |
| 2021 | $18.13 | +26.0% |
| 2022 | $14.60 | -19.5% |
| 2023 | $18.44 | +26.3% |
| 2024 | $22.90 | +24.2% |
| 2025 | $26.79 | +17.0% |
| Year | Yield |
|---|---|
| 2016 | 1.30% |
| 2017 | 1.34% |
| 2018 | 1.23% |
| 2019 | 1.27% |
| 2020 | 1.17% |
| 2021 | 1.20% |
| 2022 | 1.10% |
| 2023 | 1.13% |
| 2024 | 1.03% |
| 2025 | 1.03% |
| Year | AUM | % Chg |
|---|---|---|
| 2016 | $8.0B | -- |
| 2017 | $10B | +25.0% |
| 2018 | $13B | +30.0% |
| 2019 | $16B | +23.1% |
| 2020 | $20B | +25.0% |
| 2021 | $25B | +25.0% |
| 2022 | $32B | +28.0% |
| 2023 | $41B | +28.1% |
| 2024 | $51B | +24.4% |
| 2025 | $64B | +25.5% |
Historical figures are ETFHub estimates modelled from asset-class return patterns and may differ from official fund records. Data as of August 2026.
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