Should Schwab U.S. Large-Cap Value ETF (SCHV) Be on Your Investing Radar?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 13 2024
0mins
Source: NASDAQ.COM
Overview of Schwab U.S. Large-Cap Value ETF (SCHV): Launched in 2009, SCHV is a passively managed ETF with over $11.49 billion in assets, focusing on large-cap value stocks, primarily in the Financials sector, and has a low expense ratio of 0.04% with a 12-month dividend yield of 2.22%.
Performance and Investment Considerations: The ETF aims to match the Dow Jones U.S. Large-Cap Value Total Stock Market Index, showing a year-to-date gain of 12.71% and a one-year increase of approximately 18.83%, while maintaining a medium risk profile with 507 holdings for diversification.
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Analyst Views on XOM
Wall Street analysts forecast XOM stock price to fall
19 Analyst Rating
12 Buy
7 Hold
0 Sell
Moderate Buy
Current: 146.600
Low
114.00
Averages
132.17
High
158.00
Current: 146.600
Low
114.00
Averages
132.17
High
158.00
About XOM
Exxon Mobil Corporation is an energy provider and chemical manufacturer. The Company’s principal business involves exploration for, and production of, crude oil and natural gas; the manufacture, trade, transport and sale of crude oil, natural gas, petroleum products, petrochemicals and a wide variety of specialty products; and pursuit of lower-emission and other new business opportunities, including carbon capture and storage, hydrogen, lower-emission fuels, Proxxima systems, carbon materials, and lithium. Its Upstream segment explores for and produces crude oil and natural gas. The Energy Products, Chemical Products, and Specialty Products segments manufacture and sell petroleum products and petrochemicals. Energy Products segment includes fuels, aromatics, and catalysts and licensing. Chemical Products segment consists of olefins, polyolefins, and intermediates. Specialty Products segment includes finished lubricants, basestocks and waxes, synthetics, and elastomers and resins.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Acquisition Rumor Clarification: Woodside Energy stated it is not aware of any acquisition proposal involving U.S. Exxon Mobil and is not engaged in discussions regarding a potential transaction, affirming its independence and maintaining market confidence amidst speculation.
- Market Expansion Plans: Despite the rumors, Exxon is reportedly studying the potential acquisition of Woodside to deepen its presence in the liquefied natural gas and Asian markets, indicating intensified competition in the global energy sector.
- Government Stance: Western Australia Premier Roger Cook announced that the government would oppose any takeover that involves relocating Woodside's headquarters from the state, emphasizing local government support for homegrown businesses, which could impact future acquisition negotiations.
- Investment in Projects: Woodside recently increased its stake in the Browse project to approximately 42%, reinforcing its critical role in future supply growth and demonstrating the company's ongoing investment and development potential in the liquefied natural gas market.
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- Energy Stocks Decline: Shares of Exxon Mobil (XOM) and Chevron (CVX) fell by 3% and 2.6%, respectively, with other companies like Diamondback Energy (FANG), Devon Energy (DVN), and ConocoPhillips (COP) experiencing declines between 2.8% and 3.7%, reflecting market concerns over future oil prices.
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- Crude Price Plunge: Following the news, crude prices tumbled more than 4% to their lowest since March, potentially putting pressure on energy-sensitive stocks like Delta Airlines and Norwegian Cruise, which may face stock price impacts due to these developments.
- Fed Policy Focus: Analysts caution that Brent crude prices could hover around $80 per barrel despite the resolution, as the resumption of energy flows may exacerbate consumer inflation, drawing market attention to the upcoming Federal Reserve monetary policy meeting.
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- Chevron's Stable Returns: Chevron has increased its dividend for 39 consecutive years, with a current yield of 3.8%, and has repurchased shares in 18 of the last 22 years, demonstrating a strong commitment to shareholder returns, with expected annual EPS growth of over 10%.
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- Acquisition Rumor Clarification: Woodside confirms it is not in discussions with Exxon Mobil regarding any acquisition, despite media speculation, highlighting the company's commitment to transparency.
- Continuous Disclosure Obligations: Woodside reiterates its commitment to fully comply with continuous disclosure obligations, ensuring that investors and the market are informed about the company's status, thereby maintaining market trust.
- Stock Price Reaction: Following the clarification, Woodside's stock traded at A$30.99, down A$0.24 or 0.78%, reflecting the market's sensitivity to acquisition rumors and investor sentiment.
- Market Dynamics: While reports suggested Exxon Mobil was in early-stage discussions about acquisition targets, Woodside's statement indicates no such discussions are occurring, which may impact investor confidence and future transaction expectations.
See More
Woodside Responds to Exxon Acquisition Speculation
- Acquisition Rumor Clarification: Woodside Energy stated it is not aware of any acquisition proposal involving U.S. Exxon Mobil and is not engaged in discussions regarding a potential transaction, affirming its independence and maintaining market confidence amidst speculation.
- Market Expansion Plans: Despite the rumors, Exxon is reportedly studying the potential acquisition of Woodside to deepen its presence in the liquefied natural gas and Asian markets, indicating intensified competition in the global energy sector.
- Government Stance: Western Australia Premier Roger Cook announced that the government would oppose any takeover that involves relocating Woodside's headquarters from the state, emphasizing local government support for homegrown businesses, which could impact future acquisition negotiations.
- Investment in Projects: Woodside recently increased its stake in the Browse project to approximately 42%, reinforcing its critical role in future supply growth and demonstrating the company's ongoing investment and development potential in the liquefied natural gas market.
See More
U.S. Energy Shares Decline as Crude Prices Plummet
- Crude Price Collapse: Brent crude futures fell 5.2% to $82.83 per barrel, while U.S. West Texas Intermediate dropped 5.6% to $80.09 per barrel, directly impacting energy stocks and leading to a decline in investor confidence.
- Energy Stocks Decline: Shares of Exxon Mobil (XOM) and Chevron (CVX) fell by 3% and 2.6%, respectively, with other companies like Diamondback Energy (FANG), Devon Energy (DVN), and ConocoPhillips (COP) experiencing declines between 2.8% and 3.7%, reflecting market concerns over future oil prices.
- Geopolitical Impact: The preliminary agreement between the U.S. and Iran may end the conflict and reopen the Strait of Hormuz, although analysts caution that it could take months for oil flows to return to pre-war levels, affecting the global oil supply-demand balance.
- Cautious Market Reaction: While there is growing optimism about a return to 'normalcy', analysts highlight that issues such as tankers being in the wrong locations, insufficient production facility recovery, and insurance costs will continue to hinder a rapid recovery in the oil market.
See More
AbbVie, Chevron, and Enterprise Products' Dividend Prospects
- AbbVie's Dividend King Status: AbbVie has increased its dividend for 54 consecutive years, boasting a dividend yield exceeding 3%, with seven of its twelve blockbuster drugs generating over $2 billion annually, indicating strong growth potential that is likely to drive stock price appreciation.
- Chevron's Stable Returns: Chevron has raised its dividend for 39 years, currently yielding 3.8%, and can sustain dividends and capital expenditures even if oil prices fall below $50 per barrel, showcasing robust financial resilience and attractiveness to investors.
- Enterprise Products' High Yield: Enterprise Products Partners offers a distribution yield of 5.8% and has increased its distribution for 27 consecutive years, with a strong balance sheet and 90% of long-term contracts insulated from inflation, positioning it favorably in the energy market.
- Market Volatility and Investment Opportunities: While the likelihood of rate cuts remains low due to rising inflation and a strong job market, this dynamic makes stable income investments more appealing, with high-dividend stocks like AbbVie, Chevron, and Enterprise Products becoming top picks for investors.
See More
U.S.-Iran Preliminary Pact Boosts Futures, Crude Prices Plummet
- U.S.-Iran Agreement Impact: A preliminary pact between the U.S. and Iran to end a three-month conflict led to a positive market reaction, with futures indexes rising over 1%, reflecting investor optimism regarding reduced geopolitical risks.
- Crude Price Plunge: Following the news, crude prices tumbled more than 4% to their lowest since March, potentially putting pressure on energy-sensitive stocks like Delta Airlines and Norwegian Cruise, which may face stock price impacts due to these developments.
- Fed Policy Focus: Analysts caution that Brent crude prices could hover around $80 per barrel despite the resolution, as the resumption of energy flows may exacerbate consumer inflation, drawing market attention to the upcoming Federal Reserve monetary policy meeting.
- SpaceX IPO Performance: SpaceX shares rose 6% after debuting at $160.95 per share from an IPO price of $135, signaling relief on Wall Street and setting a positive precedent for future large IPOs, including those of OpenAI and Anthropic later this year.
See More
Top High-Yield Dividend Stocks: AbbVie, Chevron, Enterprise
- AbbVie's Strong Growth: AbbVie markets 12 blockbuster drugs, with 7 generating over $2 billion in annual sales, and boasts a 54-year streak of dividend increases, currently yielding 3%, positioning it strongly in the pharmaceutical sector.
- Chevron's Stable Returns: Chevron has increased its dividend for 39 consecutive years, with a current yield of 3.8%, and has repurchased shares in 18 of the last 22 years, demonstrating a strong commitment to shareholder returns, with expected annual EPS growth of over 10%.
- High Yield from Enterprise Products: Enterprise Products Partners offers a distribution yield of 5.8% and has increased distributions for 27 consecutive years, supported by a strong balance sheet and high credit rating, indicating continued growth potential.
- Market Environment Impact: With rising inflation and a strong job market, increased market volatility may occur, yet high-yield stocks like AbbVie, Chevron, and Enterprise Products are likely to attract income-seeking investors, potentially driving their stock prices higher.
See More
Woodside Confirms No Acquisition Talks with Exxon Mobil
- Acquisition Rumor Clarification: Woodside confirms it is not in discussions with Exxon Mobil regarding any acquisition, despite media speculation, highlighting the company's commitment to transparency.
- Continuous Disclosure Obligations: Woodside reiterates its commitment to fully comply with continuous disclosure obligations, ensuring that investors and the market are informed about the company's status, thereby maintaining market trust.
- Stock Price Reaction: Following the clarification, Woodside's stock traded at A$30.99, down A$0.24 or 0.78%, reflecting the market's sensitivity to acquisition rumors and investor sentiment.
- Market Dynamics: While reports suggested Exxon Mobil was in early-stage discussions about acquisition targets, Woodside's statement indicates no such discussions are occurring, which may impact investor confidence and future transaction expectations.
See More
