NVIDIA

Apple

Microsoft

Amazon

Tesla

Broadcom

Alphabet

Eli Lilly

Schwab U.S. Large-Cap Growth ETF

SCHG tracks the Dow Jones U.S. Large-Cap Growth Total Stock Market Index, which selects growth stocks from 750 of the largest U.S. companies by market cap.

Warren Buffett's stock sales and cash pile, warnings from billionaires and economists, and market valuation models suggest a major market downturn could be ahead. We believe that Schwab U.S. Large-Cap Growth ETF™ could see severe underperformance in such a scenario. We take a closer look at market dynamics and the SCHG ETF's underlying structure to explain why.

Buffett's Stock Sales, Musk, Lynch, And More Signal Downturn: Avoid SCHG

The Fed plans to implement 3 rate cuts in 2024, leading to market greed. Smart investors should be cautious and fearful when others are overly optimistic. Holders of the SCHG large-cap growth ETF should pay particular attention to this message.

SCHG: It's Time To Get Fearful

For investors seeking momentum, Schwab U.S. Large-Cap Growth ETF SCHG is probably on the radar. The fund just hit a 52-week high and is up 52% from its 52-week low of $53.82 per share.

Large-Cap Growth ETF (SCHG) Hits New 52-Week High

iShares S&P 500 Growth ETF

iShares Russell 1000 Growth ETF

Invesco QQQ

Vanguard Growth ETF

Inflation in the United States edged down for the second consecutive month in November. Investors seeking to capitalize on this trend could invest in growth ETFs.

Top Growth ETFs to Tap Declining Inflation Trends

Large-cap growth stocks have been major drivers of total stock market returns over the past century. This fact has driven a sharp rise in the popularity of large-cap growth ETFs over the past two decades.

Better Large-Cap Growth Fund: Schwab U.S. Large-Cap Growth or Vanguard Growth Index Fund?

ProShares Bitcoin Strategy ETF

Schwab US Dividend Equity ETF

Amplify Blackswan Growth & Treasury Core ETF

The Schwab US Dividend Equity (SCHD) stock has staged a strong comeback in the past few weeks. After bottoming at $66 in October, the fund has jumped to $73, its highest point since September 20th.

SCHD + SCHG + BITO: ETF combination to SWAN

ASML Hld

Brookfield Asset Management

KFA Mount Lucas Index Strategy ETF

Amina, the most incredible woman I've ever met, just sold her real estate business for $20 million after taxes. She's 47 and looking to become a professional philanthropist. She wants to harness the power of dividend stocks to create a perpetual charitable portfolio to donate millions each year and eventually billions to save lives. Here's how I created a high-yield dividend growth portfolio for her, capable of 15% annual returns for this real-life black panther-like superhero.

How I Built A $20 Million Dividend Portfolio With 7 Amazing Blue Chips

iShares Russell Top 200 Growth ETF

Invesco Dynamic Large Cap Growth ETF

Invesco Nasdaq 100 ETF

Wall Street logged the third consecutive week of gains, with November becoming the strongest month of the year. With this surge, many ETFs have hit new 52-week high lately or are near their one-year peak.

Wall Street Wins for 3 Straight Weeks: 5 ETFs Near 52-Week High

Alerian MLP ETF

Cisco Systems

Oracle

iShares Mortgage Real Estate ETF

SPDR S&P Dividend ETF

SPDR S&P 500 ETF Trust

Vanguard Real Estate ETF

Stock prices and returns are in part determined by net cash on the balance sheet and future expectations of free cash flow. Dividends are not a driver of valuation and actually decrease the value of a company because cash is paid out to investors. Over the past decade, dividend-paying stocks have underperformed compared to "growth" stocks with strong free cash flow generation and balance sheets.

The Underperformance Of Dividend-Only-Focused Strategies

Schwab U.S. Large-Cap Growth ETF has consistently outperformed the S&P 500 and broader indexes since its inception in 2009. Recent big-cap tech earnings have been solid, and the decline in core inflation after the drop in oil prices is important. The ETF has minimal exposure to sectors that tend to outperform during inflationary periods, but it should outperform if inflation rates continue to moderate.

SCHG: A Fund For More Aggressive Investors That Should Be Better Positioned Now (Ratings Upgrade)

Apple's weight in the ETF may be a hindrance to its performance. SCHG has an estimated EPS growth of 15% in the YE24-25 period. The valuation of the ETF is a headwind, with a high P/E ratio of 23x and a PEG ratio of 1.8.

SCHG: The Apple Risk

iShares U.S. Healthcare Providers ETF

SCHG and IHF saw massive trading volumes in yesterday session.

Growth and Healthcare: 2 ETFs to Watch for Outsized Volume

Schwab U.S. Large-Cap Growth ETF is a low-price investment option for investors that seek exposure to large U.S. companies, especially in the tech sector. The ETF has achieved double-digit returns since its inception in 2009 and offers a concentrated portfolio of top technology companies. Investors can benefit from the growing AI theme through the ETF's holdings, such as Nvidia, Google, and Microsoft.

SCHG: A Strong Growth ETF For 2023 And Beyond

ETFs have surged in popularity, offering investors an easy way to diversify and avoid stock picking, with their numbers growing by 19% annually from 2003 to 2022. SCHG and SCHD ETFs, owned by Schwab, present a compelling combination of dividend yield and growth potential, showcasing strong performance and low expense ratios. A 50/50 portfolio of SCHG and SCHD exhibits consistent outperformance compared to the S&P 500, making it an attractive choice for long-term investors seeking a balance of income and growth.

SCHD Or SCHG? Buying Both Is The Way To Go

VanEck Morningstar Wide Moat ETF

The Schwab US Dividend Equity (SCHD) ETF is one of the most popular funds in the market, thanks to its high yield and a strong track record of dividend growth. Over the years, it has grown and attracted over $47 billion in assets.

Dear SCHD investors, avoid SCHG and buy MOAT ETF instead

I'm considering a shift from growth to value stocks amid recent growth stock outperformance due to declining inflation and expected Fed rate actions. The Schwab U.S. Large-Cap Growth ETF stands out as a top growth investment option, offering diversification and cost efficiency, especially for those seeking technology exposure. Concerns of overvaluation and potential headwinds for growth stocks like rising inflation and interest rates prompt me to monitor SCHG and consider deploying cash strategically for a more balanced portfolio.

SCHG: The No-Brainer ETF I'm Looking To Buy On Weakness

Investing in mutual funds and ETFs allows individuals to benefit from growth areas without the need to actively manage individual equities. The Schwab U.S. Large-Cap Growth ETF is a low-cost ETF that provides a diversified approach to investing in tech-heavy companies. SCHG has outperformed the market, with a proven track record of generating double-digit returns and may continue to outpace traditional index funds in a multi-year bull cycle.

SCHG Is An Inexpensive Approach To Benefit From Tech In The Next Bull Cycle

Medical Properties Trust

Realty Income Corp

A myopic focus on dividends may be costing investors 2%-4% in returns per year. Dividend Aristocrats and high-yielding companies have trailed the market-cap weighted S&P 500 in the past 10 years. Understanding the cash-based sources of intrinsic value and focusing on total return rather than just dividends can lead to better investment outcomes.

You Trailed The Market Betting On REITs, Now What?

ARK Innovation ETF

Fidelity Blue Chip Growth ETF

Vanguard Mega Cap Growth ETF

T Rowe Price Blue Chip Growth ETF

Harbor Long-Term Growers ETF

Cathie Wood's ARK Innovation ETF is having a tough month. And it's bad enough to spoil what had been an untouchable year.

8 Big Stock Disasters Knock Cathie Wood Off Her Perch

The stock market is exhibiting irrational exuberance, with asset prices reaching unsustainable levels despite steep valuations and elevated interest rates. The biggest stocks in Schwab U.S. Large-Cap Growth ETF are Apple, Microsoft, Amazon, Nvidia, Alphabet, Tesla, United Health Group, and Eli Lilly and Co. Many of these stocks have seen stagnant or declining growth, yet their valuations remain high, indicating a disconnect between market expectations and reality.

SCHG: Stepping Off The Risk

SPDR Portfolio S&P 500 Growth ETF

State Street Global Advisors' SPDR Portfolio S&P 500 Growth ETF is a cost-efficient fund that has a strong long-term performance track record. The fund focuses on the S&P500's strongest companies based on a variety of growth metrics. Over the past decade, SPYG has outperformed the Vanguard S&P500 by over-weighting growth stocks like Apple, Microsoft, Nvidia, META, and Google.

SPYG: Strong, But SCHG Seems The Better S&P Growth ETF

Schwab's US Large Cap Growth ETF seems to have gained popularity due to its low expense ratio and strong performance, despite trailing behind Invesco's QQQ Trust. SCHG is heavily concentrated in technology, healthcare, and consumer discretionary sectors, exposing investors to company-specific risks. Top holdings show revenue growth but some concerns regarding operating margins. Despite the growth stocks appearing richly priced, SCHG offers a cost-effective option for growth exposure, but investors should carefully analyze individual holdings and assess risks.

SCHG: Cheaply Priced Expenses, Richly Priced Holdings

I believe a rotation from growth to value stocks is imminent due to factors like sticky inflation and valuations, prompting me to consider potential assets for future investment. When comparing SCHG and QQQ, I find QQQ to be a better investment choice due to its higher technology exposure, consistent outperformance, and superior risk-adjusted return. I will likely be a buyer of QQQ after the next rotation, as it offers reliable tech exposure without the need to pick a specific sub-industry.

Rotation Preparation: Why QQQ Outshines SCHG

The Schwab U.S. Large-Cap Growth Fund, a popular ETF, has underperformed in the last two years due to its heavy reliance on cyclical companies and minimal holdings in energy and basic material sectors. The fund, which is not well diversified with almost half of its holdings in large tech companies, is vulnerable to business cycles and is likely to underperform in an extended economic slowdown. Despite its past performance, the Schwab fund is not well-positioned in the current inflationary environment and would likely underperform in a prolonged economic slowdown.

The Schwab U.S. Large-Cap Growth ETF: A Fund Lacking Diversity That Is Not Well-Positioned

iShares Morningstar Growth ETF

The blend of robust economic recovery, continued low-interest rates, AI frenzy and strong corporate earnings led to the outperformance in 1H and will likely continue to drive the second-half performance.

News for Schwab U.S. Large-Cap Growth ETF ETF (SCHG)