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SchwabLow-Cost CoreUS Large Cap#60 of 63 by YTD
| Returns | Today | 1W | 1M | 3M | YTD | 1Y | 3Y | 5Y | Max |
|---|---|---|---|---|---|---|---|---|---|
| Total return | −0.7% | −1.3% | −7.5% | −4.8% | +4.1% | +5.1% | +83.2% | +71.4% | +1,149.1% |
| Peer average | −0.3% | −0.4% | −2.6% | −2.3% | +12.6% | +15.3% | +76.2% | +68.2% | — |
| S&P 500 · VOO | −0.3% | −0.6% | −3.6% | −2.7% | +10.9% | +13.1% | +79.3% | +74.2% | — |
$124 of every $1,000 in SCHG is Apple
| # | ||||||
|---|---|---|---|---|---|---|
| 1 | AAPLApple | Technology | 12.42% | $1,241.85 | 21.6M | $7.62B |
| 2 | NVDANvidia | Technology | 11.23% | $1,122.57 | 35.9M | $6.89B |
| 3 | MSFTMicrosoft | Technology | 9.79% | $979.09 | 11.0M | $6.01B |
| 4 | AMZNAmazon | Consumer Cyclical | 6.32% | $632.21 | 14.5M | $3.88B |
| 5 | GOOGLAlphabet | Communication Services | 4.15% | $415.22 | 8.7M | $2.55B |
| 6 | METAMETA Platforms | Communication Services | 3.88% | $387.99 | 3.8M | $2.38B |
| 7 | AVGOBroadcom | Technology | 3.80% | $379.75 | 7.7M | $2.33B |
| 8 | GOOGAlphabet | Communication Services | 3.35% | $335.26 | 7.0M | $2.06B |
| 9 | LLYELI Lilly | Healthcare | 3.12% | $312.48 | 1.4M | $1.92B |
| 10 | TSLATesla | Consumer Cyclical | 2.91% | $291.19 | 4.9M | $1.79B |
| 11 | MUMicron Technology | Technology | 2.25% | $224.73 | 1.9M | $1.38B |
| 12 | AMDAdvanced Micro Devices | Technology | 2.11% | $211.44 | 2.8M | $1.30B |
| 13 | VVisa | Financial Services | 2.08% | $207.74 | 2.9M | $1.28B |
| 14 | MAMastercard | Financial Services | 1.52% | $152.20 | 1.4M | $934.4M |
| 15 | COSTCostco Wholesale | Consumer Defensive | 1.35% | $134.73 | 763K | $827.1M |
of the $283B in 29 US large cap ETFs
| # | Ticker | Company | Weight ▼ |
|---|---|---|---|
| 1 | AAPL | Apple | 12.42% |
| 2 | NVDA | Nvidia | 11.23% |
| 3 | MSFT | Microsoft | 9.79% |
| 4 | AMZN | Amazon | 6.32% |
| 5 | GOOGL | Alphabet | 4.15% |
| 6 | META | META Platforms | 3.88% |
| 7 | AVGO | Broadcom | 3.80% |
| 8 | GOOG | Alphabet | 3.35% |
| 9 | LLY | ELI Lilly | 3.12% |
| 10 | TSLA | Tesla | 2.91% |
Estimated yearly cost excludes trading costs and assumes constant assets.
| Ex-date | Paid | Per share |
|---|---|---|
| Sep 23, 2026 | Sep 28, 2026 | $0.0371 |
| Jun 24, 2026 | Jun 29, 2026 | $0.0337 |
| Mar 25, 2026 | Mar 30, 2026 | $0.0363 |
| Dec 10, 2025 | Dec 15, 2025 | $0.0318 |
| Sep 24, 2025 | Sep 29, 2025 | $0.0297 |
| Jun 25, 2025 | Jun 30, 2025 | $0.0281 |
| Mar 26, 2025 | Mar 31, 2025 | $0.0272 |
| Dec 11, 2024 | Dec 16, 2024 | $0.0316 |
| Sep 25, 2024 | Sep 30, 2024 | $0.0275 |
| Jun 26, 2024 | Jul 1, 2024 | $0.0267 |
| Mar 20, 2024 | Mar 25, 2024 | $0.0243 |
| Dec 28, 2023 | Jan 3, 2024 | $0.0061 |
