Schwab US Large-Cap Growth ETF - Schwab

Shareclass
Schwab US Large-Cap Growth ETF (SCHG)
Type
Exchange-traded fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Schwab US Large-Cap Growth ETF - Schwab

FUND COVERAGE
# of holdings191
% of assets100%
Score
53 / 100
Rank

26.4 percentile

Group: U.S. Large Cap Equity

Rank: #1,012 out of 1,373

Grade
D

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

25 / 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. Marriott International Inc/MD
         % of fund invested: 0.24%
         $USD invested: $128.57M
  • 2. Mastercard Inc
         % of fund invested: 1.62%
         $USD invested: $850.31M
  • 3. Hilton Worldwide Holdings Inc
         % of fund invested: 0.24%
         $USD invested: $125.53M
  • 4. Uber Technologies Inc
         % of fund invested: 0.65%
         $USD invested: $341.66M
  • 5. Autodesk Inc
         % of fund invested: 0.23%
         $USD invested: $121.51M
  • 6. Affirm Holdings Inc
         % of fund invested: 0.07%
         $USD invested: $37.44M
  • 7. Vertex Pharmaceuticals Inc
         % of fund invested: 0.4%
         $USD invested: $208.07M
  • 8. Microsoft Corp
         % of fund invested: 8.47%
         $USD invested: $4.46B
  • 9. S&P Global Inc
         % of fund invested: 0.55%
         $USD invested: $291.66M
  • 10. Blackrock Inc
         % of fund invested: 0.54%
         $USD invested: $282.19M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. TKO Group Holdings Inc
         % of fund invested: 0.05%
         $USD invested: $25.51M
  • 2. Astera Labs Inc
         % of fund invested: 0.07%
         $USD invested: $38.26M
  • 3. FTAI Aviation Ltd
         % of fund invested: 0.06%
         $USD invested: $33.25M
  • 4. Liberty Broadband Corp
         % of fund invested: 0.02%
         $USD invested: $11.65M
  • 5. RBC Bearings Inc
         % of fund invested: 0.05%
         $USD invested: $26.18M
  • 6. Carvana Co
         % of fund invested: 0.18%
         $USD invested: $97.09M
  • 7. HEICO Corp
         % of fund invested: 0.11%
         $USD invested: $60.32M
  • 8. Talen Energy Corp
         % of fund invested: 0.06%
         $USD invested: $33.72M
  • 9. Tempus AI Inc
         % of fund invested: 0.03%
         $USD invested: $14.29M
  • 10. Strategy Inc
         % of fund invested: 0.17%
         $USD invested: $87.65M

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 US Large-Cap Growth ETF - Schwab

Totals

Holdings
Assets
Weight
Prisons
8.0
$12.61B
24%
     Prisons high risk
1.0
$79.37M
0.15%
     Private prisons
0.0
$0
0%
Borders
11.0
$13.05B
25%
     Borders high risk
3.0
$841.23M
1.6%
Total
12.0
$13.81B
26%
Full fund results

Holdings — 12 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$4.46B
8.47%
Prisons
Borders :
$4.46B
8.47%
2.
Amazon.com Inc
Prisons
Borders
$2.76B
5.24%
Prisons
Borders :
$2.76B
5.24%
3.
Alphabet Inc
Prisons
Borders
$2.27B
4.32%
Prisons
Borders :
$2.27B
4.32%
4.
Alphabet Inc
Prisons
Borders
$1.82B
3.46%
Prisons
Borders :
$1.82B
3.46%
5.
Costco Wholesale Corp
Prisons
$758.45M
1.44%
Prisons
$758.45M
1.44%
6.
Palantir Technologies Inc
Borders
$717.53M
1.36%
Borders :
$717.53M
1.36%
7.
Thermo Fisher Scientific Inc
Prisons
Borders
$417.59M
0.79%
Prisons
Borders :
$417.59M
0.79%
8.
Salesforce Inc
Borders
$412.5M
0.78%
Borders :
$412.5M
0.78%
9.
Axon Enterprise Inc
Prisons
Borders
$79.37M
0.15%
Prisons
Borders :
$79.37M
0.15%
10.
Equifax Inc
Prisons
Borders
$49.22M
0.09%
Prisons
Borders :
$49.22M
0.09%
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