SCHV: Schwab's Large-Cap Value ETF Is Having A Moment

Michael Fitzsimmons 23.63K Followers Follow Summary The Schwab U.S. Large Cap Value ETF (SCHV) is outperforming major U.S. indexes in 2026, making it an appearling value allocation candidate. SCHV's top holding is Micron Technology, benefiting from AI-driven demand and trading at a significant discount to the S&P 500 on P/E metrics. Micron's strategic revenue guarantees and reduced debt profile support strong free-cash-flow and earnings growth, enhancing SCHV's value proposition. Berkshire Hathaway (BRK.B), another major SCHV holding, offers robust cash reserves, low P/E, and recent opportunistic investments, reinforcing the fund's value focus. While the SCHV ETF has a solid long-term performance track record, I'll suggest a couple of superior alternatives in the value space. PM Images/DigitalVision via Getty Images The market has been shaped by a number of impactful factors this year. These include rapidly advancing AI developments, President Trump's war-on-Iran and the resulting surge in oil and gasoline/diesel prices, and lots of hand-wringing about the This article was written by Michael Fitzsimmons 23.63K Followers Follow Michael Fitzsimmons is a retired electronics engineer and avid investor. He advises investors to construct a well-diversified portfolio built on a core foundation of a high-quality low-cost S&P500 fund. For investors who can tolerate short-term risks, he advises an over-weight position in the technology sector, which he believes is still in the early stages of a long-term secular bull-market. For dividend income, and as a 4th generation oil & gas man, Fitzsimmons suggests investors consider a position in large O&G companies that provide strong dividend income and dividend growth. Fitzsimmons' articles on portfolio management recommend a top-down capital allocation approach that is aligned with each individual investor's personal situation (i.e. age, retired/working, risk tolerance, income, net worth, goals, etc) and might include allocations into investment categories such as the S&P500, technology, dividend income, sector ETFs, growth, speculative growth, gold, and cash. Analyst’s Disclosure: I/we have a beneficial long position in the shares of VOO, DIA, QQQ, VTV, GOOG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. I/we have a beneficial long position in the shares of PAAS, COP, FCX, PSX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.