Schwab U.S. Large-Cap ETF™

Shareclass
Schwab US Large-Cap ETF™ (SCHX)
Type
Exchange-traded fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Schwab U.S. Large-Cap ETF™

FUND COVERAGE
# of holdings742
% of assets100%
Score
54 / 100
Rank

40.3 percentile

Group: U.S. Large Cap Equity

Rank: #874 out of 1,462

Grade
C

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

26 / 40

Gender Equality: Equal Compensation and Work Life Balance

9 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. International Flavors & Fragrances Inc
         % of fund invested: 0.03%
         $USD invested: $16.3M
  • 2. Procter & Gamble Co
         % of fund invested: 0.56%
         $USD invested: $352.53M
  • 3. Biogen Inc
         % of fund invested: 0.04%
         $USD invested: $22.1M
  • 4. Dow Inc
         % of fund invested: 0.03%
         $USD invested: $16.95M
  • 5. Boston Scientific Corp
         % of fund invested: 0.24%
         $USD invested: $149.82M
  • 6. Marriott International Inc Class A
         % of fund invested: 0.1%
         $USD invested: $59.48M
  • 7. Bank of America Corp
         % of fund invested: 0.58%
         $USD invested: $363.61M
  • 8. Welltower Inc
         % of fund invested: 0.19%
         $USD invested: $121.59M
  • 9. The Interpublic Group of Companies Inc
         % of fund invested: 0.02%
         $USD invested: $9.45M
  • 10. Mondelez International Inc Class A
         % of fund invested: 0.12%
         $USD invested: $75.11M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. TKO Group Holdings Inc
         % of fund invested: 0.02%
         $USD invested: $13.03M
  • 2. AST SpaceMobile Inc Ordinary Shares - Class A
         % of fund invested: 0.03%
         $USD invested: $18.09M
  • 3. Astera Labs Inc
         % of fund invested: 0.04%
         $USD invested: $22.13M
  • 4. FTAI Aviation Ltd
         % of fund invested: 0.03%
         $USD invested: $19.41M
  • 5. Liberty Broadband Corp Registered Shs Series -C-
         % of fund invested: 0.01%
         $USD invested: $7.19M
  • 6. GameStop Corp Class A
         % of fund invested: 0.02%
         $USD invested: $9.44M
  • 7. RBC Bearings Inc
         % of fund invested: 0.02%
         $USD invested: $12.75M
  • 8. IonQ Inc Class A
         % of fund invested: 0.03%
         $USD invested: $17.98M
  • 9. Carvana Co Class A
         % of fund invested: 0.07%
         $USD invested: $42.41M
  • 10. Kratos Defense & Security Solutions Inc
         % of fund invested: 0.02%
         $USD invested: $14.99M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Schwab U.S. Large-Cap ETF™

Totals

Holdings
Assets
Weight
Prisons
24
$11.73B
19%
     Prisons high risk
5
$184.55M
0.3%
     Private prisons
0
$0
0%
Borders
32
$11.35B
18%
     Borders high risk
17
$1.28B
2.06%
Total
44
$13.68B
22%
Full fund results

Holdings — 44 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$3.93B
6.29%
Prisons
Borders :
$3.93B
6.29%
2.
Amazon.com Inc
Prisons
Borders
$2.18B
3.48%
Prisons
Borders :
$2.18B
3.48%
3.
Alphabet Inc Class A
Prisons
Borders
$1.65B
2.64%
Prisons
Borders :
$1.65B
2.64%
4.
Alphabet Inc Class C
Prisons
Borders
$1.32B
2.12%
Prisons
Borders :
$1.32B
2.12%
5.
Berkshire Hathaway Inc Class B
Prisons
$882.65M
1.41%
Prisons
$882.65M
1.41%
6.
Walmart Inc
Prisons
$451.42M
0.72%
Prisons
$451.42M
0.72%
7.
Palantir Technologies Inc Ordinary Shares - Class A
Borders
$445.15M
0.71%
Borders :
$445.15M
0.71%
8.
Costco Wholesale Corp
Prisons
$410.46M
0.66%
Prisons
$410.46M
0.66%
9.
Salesforce Inc
Borders
$246.96M
0.4%
Borders :
$246.96M
0.4%
10.
RTX Corp
Borders
$238.73M
0.38%
Borders :
$238.73M
0.38%
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