USA Growth Passive Mid-Cap

Schwab U.S. Large-Cap Growth Index Fund

​ The fund’s goal is to track the performance of a benchmark index that measures the total return of large capitalization U.S. growth stocks.

$18.24

Key Metrics

TER 0.04% per year
Distribution policy Distributing
Fund size USD 4,747 M
Inception date December 20, 2017
Holdings 370
Fund currency USD
Fund domicile US
Provider Schwab
For full official fund details, factsheets, and holdings, visit schwabassetmanagement.com (opens in new tab).

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Historical Return

Last updated: Oct 15, 2026
1 Year -3.5% +0.4% Div
3 Years (avg.) -1.2% +0.4% Div
5 Years (avg.) -0.7% +0.4% Div

Risk & Analysis Metrics

Last updated: Oct 15, 2026

Volatility

N/A 1 Year
N/A 3 Years
N/A 5 Years
N/A 10 Years

Max Drawdown

N/A 1 Year
N/A 3 Years
N/A 5 Years
N/A 10 Years

Sharpe Ratio

N/A 1 Year
N/A 3 Years
N/A 5 Years
N/A 10 Years

Distributions

*by ETF Portfolio Weight Last updated: Oct 15, 2026

Profit Margin Distribution

< 0%
1%
1y 3y N/A N/A
0 - 5%
8%
1y 3y N/A N/A
5 - 10%
4%
1y 3y N/A N/A
10 - 15%
4%
1y 3y N/A N/A
15 - 20%
7%
1y 3y N/A N/A
20 - 30%
19%
1y 3y N/A N/A
30 - 40%
8%
1y 3y N/A N/A
> 40%
48%
1y 3y N/A N/A

P/E Ratio Distribution

< 0
2%
1y 3y N/A N/A
0 - 10
0%
1y 3y N/A N/A
10 - 15
5%
1y 3y N/A N/A
15 - 20
14%
1y 3y N/A N/A
20 - 25
5%
1y 3y N/A N/A
25 - 35
34%
1y 3y N/A N/A
35 - 50
25%
1y 3y N/A N/A
> 50
16%
1y 3y N/A N/A

Discounted Cash Flow

Weighted Average Undervaluation
N/A
Undervalued
> 60%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
15 - 30%
0%
1y 3y N/A N/A
Fair (&plusmn;15%)
0%
1y 3y N/A N/A
Overvalued
15 - 30%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
> 60%
0%
1y 3y N/A N/A

Market Cap Size Distribution

Micro Cap
0.0%
1y 3y N/A N/A
Small Cap
0.0%
1y 3y N/A N/A
Mid Cap
0.7%
1y 3y N/A N/A
Large Cap
18.2%
1y 3y N/A N/A
Mega Cap
81.1%
1y 3y N/A N/A
Micro: < $300M Small: $300M–$2B Mid: $2B–$10B Large: $10B–$200B Mega: > $200B

Portfolio Concentration

*by ETF Portfolio Weight Last updated: Oct 15, 2026
40.2% Top 5 Holdings
57.5% Top 10 Holdings
84.9% Top 50 Holdings
93.0% Top 100 Holdings
Top 5 Companies
NVDA NVIDIA Corp
14.8%
AAPL Apple Inc
7.7%
GOOG Alphabet Inc
6.6%
AVGOP Broadcom Inc
5.7%
MSFT Microsoft Corporation
5.5%

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Sectors

Manufacturing 56.5%
Information 29.2%
Retail Trade 3.3%
Finance and Insurance 1.5%
Industrials 1.0%
Wholesale Trade 0.9%
Professional, Scientific, and Technical Services 0.8%
Construction 0.8%
Administrative and Support and Waste Management and Remediation Services 0.7%
Transportation and Warehousing 0.6%
Accommodation and Food Services 0.5%
Utilities 0.3%
Mining, Quarrying, and Oil and Gas Extraction 0.2%
Public Administration 0.2%
Real Estate and Rental and Leasing 0.1%
Arts, Entertainment, and Recreation 0.1%
Health Care and Social Assistance 0.1%
Financial Services 0.1%
Communication Services 0.1%
Management of Companies and Enterprises 0.0%
Other Services (except Public Administration) 0.0%
Basic Materials 0.0%
Educational Services 0.0%
Technology 0.0%
Other 2.9%

Countries

United States 99.8%
Brazil 0.1%
Canada 0.1%
South Africa 0.0%

Stock Screener

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346 companies

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Ratio between share price and earnings per share. A low ratio could indicate undervaluation.

<0 >50

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0% 3%

Revenue increase compared to the same quarter one year ago.

0% 30%

Net income increase compared to the same quarter one year ago.

0% 30%

Profitability of the last quarter.

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Discounted cash flow valuation vs. current price. Positive = undervalued, negative = overvalued.

<-50% >+100%
Market Cap
P/E Ratio
Dividends Ratio of dividends in the last 12 months to current share price
Total Investment
Weight

NVIDIA Corp

NVDA - Manufacturing

NVIDIA Corp

NVDA - Manufacturing
Market Cap $5.16T
P/E Ratio 26.9
Dividends 0.2%
Total Investment $688.24M
Weight 14.50%

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Apple Inc

AAPL - Manufacturing

Apple Inc

AAPL - Manufacturing
Market Cap $5.01T
P/E Ratio 39.2
Dividends 0.3%
Total Investment $355.5M
Weight 7.49%

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Alphabet Inc - Ordinary Shares - Class C

GOOG - Information

Alphabet Inc - Ordinary Shares - Class C

GOOG - Information
Market Cap $4.14T
P/E Ratio 16.7
Dividends 0.3%
Total Investment $304.92M
Weight 6.42%

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Broadcom Inc - 8% PRF CONVERT 30/09/2022 USD 1000 - Ser A

AVGOP - Manufacturing

Broadcom Inc - 8% PRF CONVERT 30/09/2022 USD 1000 - Ser A

AVGOP - Manufacturing
Market Cap $1.57T
P/E Ratio 40.8
Dividends 0.8%
Total Investment $266M
Weight 5.60%

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Microsoft Corporation

MSFT - Information

Microsoft Corporation

MSFT - Information
Market Cap $3.93T
P/E Ratio 29.4
Dividends 0.7%
Total Investment $253.8M
Weight 5.35%

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Alphabet Inc - Ordinary Shares - Class C

GOOG - Information

Alphabet Inc - Ordinary Shares - Class C

GOOG - Information
Market Cap $4.14T
P/E Ratio 16.7
Dividends 0.3%
Total Investment $249.16M
Weight 5.25%

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Meta Platforms Inc - Ordinary Shares - Class A

META - Information

Meta Platforms Inc - Ordinary Shares - Class A

META - Information
Market Cap $1.81T
P/E Ratio 26.4
Dividends 0.3%
Total Investment $147.2M
Weight 3.10%

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Micron Technology Inc.

MU - Manufacturing

Micron Technology Inc.

MU - Manufacturing
Market Cap $994.34B
P/E Ratio 11.7
Dividends 0.1%
Total Investment $136.42M
Weight 2.87%

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Lilly(Eli) & Co

LLY - Manufacturing

Lilly(Eli) & Co

LLY - Manufacturing
Market Cap $1.18T
P/E Ratio 42.1
Dividends 0.5%
Total Investment $134.84M
Weight 2.84%

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Tesla Inc

TSLA - Manufacturing

Tesla Inc

TSLA - Manufacturing
Market Cap $1.4T
P/E Ratio 300.6
Dividends 0.0%
Total Investment $133.66M
Weight 2.82%

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Advanced Micro Devices Inc.

AMD - Manufacturing

Advanced Micro Devices Inc.

AMD - Manufacturing
Market Cap $863.17B
P/E Ratio 134.2
Dividends 0.0%
Total Investment $113.9M
Weight 2.40%

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Visa Inc - Ordinary Shares - Class A

V - Information

Visa Inc - Ordinary Shares - Class A

V - Information
Market Cap $751.69B
P/E Ratio 34.2
Dividends 0.7%
Total Investment $88.9M
Weight 1.87%

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Mastercard Incorporated - Ordinary Shares - Class A

MA - Information

Mastercard Incorporated - Ordinary Shares - Class A

MA - Information
Market Cap $540.87B
P/E Ratio 33.9
Dividends 0.6%
Total Investment $68.08M
Weight 1.43%

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Applied Materials Inc.

AMAT - Manufacturing

Applied Materials Inc.

AMAT - Manufacturing
Market Cap $324.81B
P/E Ratio 35.1
Dividends 0.5%
Total Investment $59.19M
Weight 1.25%

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GE Aerospace

GE - Manufacturing

GE Aerospace

GE - Manufacturing
Market Cap $325.62B
P/E Ratio 36.8
Dividends 0.6%
Total Investment $54.69M
Weight 1.15%

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Caterpillar Inc.

CAT - Manufacturing

Caterpillar Inc.

CAT - Manufacturing
Market Cap $335.91B
P/E Ratio 31.3
Dividends 0.8%
Total Investment $54.43M
Weight 1.15%

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Lam Research Corp.

LRCX - Manufacturing

Lam Research Corp.

LRCX - Manufacturing
Market Cap $330.3B
P/E Ratio 45.6
Dividends 0.4%
Total Investment $53.85M
Weight 1.13%

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Netflix Inc.

NFLX - Information

Netflix Inc.

NFLX - Information
Market Cap $293.68B
P/E Ratio 21.8
Dividends 0.0%
Total Investment $44.25M
Weight 0.93%

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Palantir Technologies Inc - Ordinary Shares - Class A

PLTR - Information

Palantir Technologies Inc - Ordinary Shares - Class A

PLTR - Information
Market Cap $428B
P/E Ratio 147.6
Dividends 0.0%
Total Investment $40.19M
Weight 0.85%

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Palo Alto Networks Inc

PANW - Manufacturing

Palo Alto Networks Inc

PANW - Manufacturing
Market Cap $279.76B
P/E Ratio 743.5
Dividends 0.0%
Total Investment $39.35M
Weight 0.83%

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