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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Schwab Fundamental U.S. Large Company ETF: holdings, performance and fees
1Y return+23.1%
3Y return-45.6%
5Y return-37.0%
Top 10 holdings
| Holding | Weight |
|---|---|
| APPLE INC | 4.4% |
| MICROSOFT CORP | 2.7% |
| EXXONMOBIL HOLDINGS CORP | 2.4% |
| AMAZON COM INC | 1.8% |
| ALPHABET INC CLASS A | 1.8% |
| INTEL CORPORATION CORP | 1.7% |
| CHEVRON CORP | 1.6% |
| JPMORGAN CHASE | 1.6% |
| BERKSHIRE HATHAWAY INC CLASS B | 1.6% |
| UNITEDHEALTH GROUP INC | 1.5% |
Top countries
- USA97.2%
- Ireland1.7%
- UK0.5%
- Switzerland0.4%
- Bermuda0.1%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN