SCHV News and Press, Schwab U.S. Large-Cap Value From 09/10/23

2023-09-10 05:05:00 ET Summary What to expect from the "Magnificent 7" going forward? What is driving stocks higher? Why stocks keep rising even as cracks form in the economy. Equity markets have had a strong year so far, with the S&P 500 up 17% and the Nasdaq Co...

2023-07-19 20:55:00 ET Summary Modern Portfolio Theory focuses on assembling the optimal group of assets to achieve the best return per unit of risk. Diversification works well because it blends short and long duration instruments thereby reducing the overall average duration. ...

2023-07-10 23:45:00 ET Summary Factor investing can help drill through broad sector labels to help investors better understand past performance and expected returns. Investors taking factor views may be better able to capture the underlying exposure they seek and obtain complement...

2023-06-28 12:03:51 ET Summary Vanguard Growth Index Fund ETF Shares and Vanguard Value Index Fund ETF Shares are Vanguard's most popular style funds offering exposure to the large-cap growth and value segments. They have a combined $187 billion in assets under management. VUG and...

2023-06-23 11:06:58 ET Summary iShares Russell 1000 Value ETF invests in large and mid-cap stocks with low price-to-book and low growth. It is better diversified across sectors and holdings than its parent index. It is close to the Russell 1000 benchmark in return since incept...

2023-06-13 13:31:54 ET Summary Schwab U.S. Large-Cap Value ETF™ holds more than 500 stocks with value characteristics. The SCHV ETF is better diversified than the S&P 500 across sectors and holdings. Valuation looks attractive; quality is average. Since inceptio...

2023-05-31 21:31:21 ET Summary Value factor investing has regained an advantage over growth stocks, with iShares S&P 500 Value ETF being a popular choice for investors. IVE offers a diversified range of holdings, with a focus on the financial sector; yet it offers good diversi...

2023-05-25 23:30:00 ET Summary Sector tilts can skew risk and reward when selecting value stocks. Unintended sector bets can be a trap for value investors and the bane of high Sharpe ratios. By keeping a watchful eye on sector tilts and potential overconcentration, we believe ...

2023-05-15 02:00:00 ET Summary As the economy begins to accelerate, value companies begin to outperform. The market continued to favor many of the more value-oriented or economically sensitive sectors of the market. The financial sector fell to the bottom of returns as balance...

2023-04-24 05:32:12 ET Summary This article provides an overview of the SCHD's historical performance vs. a peer group of 78, including popular ETFs like VTV, VYM, VIG, DGRO, and SDY. A solid long-term track record suggests SCHD's strategy has merit. Although it's not the most con...