SCHV ETF Profile
SCHV is a U.S. value equity ETF from Schwab. Its largest disclosed positions include JPM, XOM, and JNJ, and the top three holdings account for 7% of portfolio weight shown here. On ETF Overlap Checker, it currently connects to 61 comparison pages.
Issuer
Schwab
Asset Class
Equity
Holdings
554
Compare Pages
61
About SCHV
The fund’s goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Value Total Stock Market Index.
- SCHV has a broad holdings footprint, with 554 positions in the latest imported dataset.
- The largest disclosed position is JPM at 2.75% of the portfolio.
- The top three disclosed holdings make up 7% of the portfolio, and the top ten add up to 16.84%.
- Sector labels are limited in the visible top holdings, so the biggest positions matter more than sector buckets here.
- SCHV currently appears in 61 active ETF comparison pages on this site.
Data And Coverage
- Expense ratio
- 0.04%
- AUM
- $15B
- Inception date
- Dec 11, 2009
- Holdings updated
- Mar 12, 2026
- Data source
- Financial Modeling Prep
Review the methodology for the overlap formula and visit the ETF directory for the full set of indexed fund hubs.
Compare SCHV with another ETF
What Stands Out About SCHV
Portfolio Shape
The disclosed top holdings suggest a broad portfolio rather than a narrow single-theme sleeve. JPM, XOM, and JNJ are the largest visible positions, but the top three holdings add up to only 7% and the top ten to 16.84%. Sector labels are limited in the visible top holdings, so the concentration read is driven mainly by the largest names themselves.
What Kind Of Overlap To Expect
SCHV should show the most meaningful overlap with adjacent style, factor, or dividend funds that own similar large positions. Comparisons against broader market or international ETFs will usually look more differentiated. That makes overlap checks useful before stacking multiple factor tilts that may still share the same core names.
When Investors Compare It
On this site, investors often compare SCHV with VOO, VTI, and QQQ. Those matchups usually answer a simple question: does adding this fund create a different sleeve, or does it mostly duplicate exposure you already own? SCHV currently connects to 61 live comparison pages.
Holdings Concentration Snapshot
Concentration
- Largest disclosed holding
- 2.75%
- Top 3 holdings
- 7%
- Top 10 holdings
- 16.84%
- Total holdings
- 554
These numbers help show whether SCHV behaves more like a broad portfolio building block or a fund where the biggest positions dominate the ride.
Visible Sector Mix
Sector labels are limited in the visible top holdings for SCHV, so the strongest signal here is still the size of the largest positions themselves.
Top Holdings
These holdings help explain how SCHV overlaps with other funds. The top ten disclosed positions represent 16.84% of the portfolio shown here.
| Holding | Name | Sector | Weight |
|---|---|---|---|
| JPM | JPMORGAN CHASE | N/A | 2.75% |
| XOM | EXXON MOBIL CORP | N/A | 2.19% |
| JNJ | JOHNSON & JOHNSON | N/A | 2.06% |
| WMT | WALMART INC | N/A | 1.92% |
| MU | MICRON TECHNOLOGY INC | N/A | 1.58% |
| ABBV | ABBVIE INC | N/A | 1.41% |
| PG | PROCTER & GAMBLE | N/A | 1.28% |
| HD | HOME DEPOT INC | N/A | 1.25% |
| CVX | CHEVRON CORP | N/A | 1.24% |
| CAT | CATERPILLAR INC | N/A | 1.18% |
Related Overlap Comparisons
Use these pages to see whether adding SCHV changes your exposure or mostly duplicates positions you already own.