UNH - Schwab Large-Cap ETF SCHX: Size Scale Splits & Cash Rich

• With the rising interest rate-driven rotation out of the technology sector, the SCHX Large-Cap ETF is down ~9% YTD, which is ~1% worse than the S&P500.
• However, I'm not in the camp that believes a rise in interest rates to still-historically low levels means doom for the large-cap tech sector.
• That's because these leading companies have strong global brands, size, scale, and many are sitting on a mountain of cash and don't need to borrow money.
• Meantime, 20:1 splits have been announced by both Amazon and Google. That will likely be a tailwind for the large-cap sector going forward.

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