Which ETFs hold The Charles Schwab Corporation COM?
SCHW is held by 73 of the 504 ETFs we cover. The heaviest allocation is IYF at 2.5%; among the largest funds, VOO holds 0.3% and IVV 0.3%. The median weight across all funds holding it is 0.3%. The Charles Schwab Corporation COM is classified Financials.
- Covered ETFs Holding It
- 73
- Heaviest Allocation
- 2.48%in IYF
- Median Weight
- 0.26%across funds that hold it
- Sector
- Financials
- Dividend Yield
- 1.10%trailing 12 months
SCHW Share Performance
- 1M
- +5.6%
- YTD
- +8.4%
- 1Y
- +13.5%
- 3Y (ann.)
- +19.4%
- 5Y (ann.)
- +9.8%
- 10Y (ann.)
- +15.1%
A $10,000 investment 10 years ago would be worth $40,844 today at the 10Y annualized rate. This is a backward-looking illustration, not a forecast.
Total returns including dividends as of 2026-08-07. 3Y/5Y/10Y annualized. Past performance does not predict future results.
Funds Holding SCHW(73)
| ETF | |||||||
|---|---|---|---|---|---|---|---|
| IYFiShares U.S. Financials ETF | 2.48% | 0.38% | $4.5B | 1.40% | +7.0% | +15.4% | +12.0% |
| XLFState Street® Financial Select Sector SPDR® ETF | 2.16% | 0.08% | $59.1B | 1.40% | +6.1% | +13.9% | +10.7% |
| FTCSFirst Trust Capital Strength ETF | 1.87% | 0.53% | $7.9B | 1.06% | +8.9% | +11.0% | +6.3% |
| FNCLFidelity MSCI Financials Index ETF | 1.83% | 0.08% | $2.4B | 1.54% | +6.6% | +14.3% | +10.8% |
| VFHVanguard Financials Index Fund | 1.77% | 0.09% | $13.9B | 1.65% | +6.6% | +14.3% | +10.8% |
| MOATVanEck Morningstar Wide Moat ETF | 1.34% | 0.46% | $12.2B | 1.25% | +8.4% | +18.6% | +9.4% |
| IXGiShares Global Financials ETF | 1.14% | — | $699M | 2.10% | +13.1% | +23.8% | +14.4% |
| JGLOJPMorgan Global Select Equity ETF | 1.13% | 0.47% | $6.8B | 1.09% | +10.0% | +15.2% | — |
| DGRWWisdomTree U.S. Quality Dividend Growth Fund | 1.06% | 0.28% | $17.2B | 1.23% | +12.6% | +18.6% | +12.2% |
| FELCFidelity Enhanced Large Cap Core ETF | 0.78% | 0.18% | $8.4B | 0.81% | +15.7% | +26.2% | — |
| MGVVanguard Mega Cap Value Index Fund | 0.70% | 0.05% | $13.6B | 1.83% | +19.3% | +30.6% | +13.1% |
| IWXiShares Russell Top 200 Value ETF | 0.70% | 0.20% | $4.0B | 1.36% | +23.5% | +36.3% | +12.9% |
| VTVVanguard Value Index Fund | 0.64% | 0.03% | $191.4B | 1.82% | +18.7% | +29.5% | +12.5% |
| SPYVState Street® SPDR® Portfolio S&P 500® Value ETF | 0.59% | 0.04% | $36.8B | 1.66% | +12.1% | +21.6% | +11.7% |
| IVEiShares S&P 500 Value ETF | 0.58% | 0.18% | $49.8B | 1.50% | +12.0% | +21.5% | +11.6% |
| JGROJPMorgan Active Growth ETF | 0.56% | 0.44% | $9.6B | 0.15% | +3.4% | +8.3% | — |
| SPMOInvesco S&P 500 Momentum ETF | 0.55% | 0.13% | $21.3B | 0.70% | +26.0% | +29.7% | +20.9% |
| IUSViShares Core S&P U.S. Value ETF | 0.55% | 0.04% | $27.7B | 1.63% | +12.3% | +21.9% | +11.6% |
| RDVYFirst Trust Rising Dividend Achievers ETF | 0.52% | 0.47% | $25.6B | 0.81% | +20.5% | +32.6% | +13.2% |
| VOOVVanguard S&P 500 Value Index Fund | 0.50% | 0.07% | $6.7B | 1.64% | +12.1% | +21.6% | +11.7% |
| SCHVSchwab U.S. Large-Cap Value ETF | 0.47% | 0.04% | $16.1B | 1.75% | +18.8% | +27.7% | +10.9% |
| IWDiShares Russell 1000 Value ETF | 0.47% | 0.18% | $83.6B | 1.36% | +23.3% | +34.5% | +11.9% |
| DSIiShares ESG MSCI KLD 400 ETF | 0.46% | 0.25% | $5.5B | 0.84% | +14.9% | +24.3% | +12.7% |
| FELGFidelity Enhanced Large Cap Growth ETF | 0.41% | 0.18% | $5.8B | 0.34% | +7.3% | +16.4% | — |
| VONVVanguard Russell 1000 Value Index Fund | 0.40% | 0.06% | $21.9B | 1.52% | +23.4% | +34.7% | +12.1% |
Expense = net expense ratio from the fund's latest SEC prospectus filing. YTD/1Y/5Y are trailing total returns including dividends (5Y annualized, as of 2026-08-07). Past performance does not predict future results. Sort by any column.
Frequently Asked Questions
Which ETF has the most SCHW exposure?
IYF has the heaviest SCHW allocation of the ETFs we cover, at 2.48% of its portfolio, based on the fund's latest SEC-reported holdings.
How many ETFs hold SCHW?
73 of the 504 ETFs we cover hold The Charles Schwab Corporation COM (SCHW). The median weight across those funds is 0.26%.
What is the cheapest ETF that holds SCHW?
BKLC has the lowest expense ratio among covered ETFs holding SCHW, at 0.00% per year.
What is the largest ETF that holds SCHW?
VOO (Vanguard 500 Index Fund) is the largest covered ETF holding SCHW, with $1.03T in assets and a 0.28% position.
Keep Exploring
Look up another stock or compare two of these ETFs to see how much they overlap beyond SCHW.