SCHV: Schwab U.S. Large-Cap Value ETF

What does SCHV hold?#

This fund owns shares of about 550 large US companies picked as value stocks. Value stocks often look cheap compared with their profits. The fund’s price still rises and falls with the stock market.

It tracks the Dow Jones U.S. Large-Cap Value Total Stock Market Index. It had 555 holdings as of February 28, 2026, according to Schwab.

What is the SCHV expense ratio?#

SCHV charges 0.04% a year. An expense ratio is the yearly fee a fund takes to run itself. On $10,000, a 0.04% fee comes to about $4 a year.

You never get a bill for it. The fund takes the fee out of its own value a little each day.

How has SCHV done since 2009?#

From December 2009 to October 2026, SCHV returned about 11.5% a year. Say you put in $10,000 at the start. It would have been worth about $62,069 at the end, with every dividend reinvested.

Prices through October 16, 2026. Figures use daily closing prices adjusted for splits, with dividends reinvested. They do not include taxes or the cost of buying and selling. Past results do not tell you what will happen next.

SCHV returns by year#

What was SCHV’s worst drop?#

A drawdown is how far a fund falls from its last high point. SCHV’s worst fall was −37.1%, from January 17, 2020 to March 23, 2020. It got back to that high on December 4, 2020.

The chart shows how far below its last high the fund was on each day. Big drops are normal for some funds. They matter because selling during a drop locks in the loss.

Which Tactfolio strategies hold SCHV?#

No classic strategy holds SCHV yet. You can add it to your own rules in the builder and see how they would have done.

How does SCHV compare with similar ETFs?#

Funds that can stand in for SCHV:

• VTV: Vanguard Morningstar Value ETF, 0.03% a year
• SPYV: State Street SPDR Portfolio S&P 500 Value ETF, 0.04% a year
• IVE: iShares S&P 500 Value ETF, 0.18% a year
• IWD: iShares Russell 1000 Value ETF, 0.18% a year

See all 8 SCHV alternatives, compared on the same dates as SCHV.

Test SCHV in your own rules#

Tactfolio is a platform where you build rules-based investing strategies, backtest them on decades of real prices, share them, and run them automatically in your own Alpaca account. Open the builder, add SCHV, and see how a rule such as “hold it only above its 200-day average” would have done. Strategies run on daily prices and hold US stocks and ETFs only.

The details#

Prices come from Tactfolio’s stored daily prices for SCHV. Each close is adjusted for splits, and dividends are reinvested on the day the fund pays them out. CAGR is the steady yearly return that turns the starting value into the ending value. Volatility is the yearly standard deviation of daily returns.

Fund facts come from Schwab. We checked them on October 17, 2026. Read what a backtest simulates and how to read drawdown and CAGR for more on these measures.