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Main Thesis & Background
The purpose of this article is to evaluate the Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) as an investment option at its current market price. As the name states, this is a “value” oriented fund, as opposed to having a growth, dividend, or broad market focus, etc. The fund’s stated objective is to “track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Value Total Stock Market Index”.
I have followed (and owned) SCHV for a long time. I look to add to my position at opportune times, specifically when the relative performance with growth or the rest of the market is lagging. I felt a reasonable entry point had presented itself the last time I reviewed this ETF in 2023. Looking back, SCHV has indeed produced a healthy gain since then, but it pales in comparison with the S&P 500 over the same…
