SCHB - ETF AI Analysis

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Schwab U.S. Broad Market ETF (SCHB)

Rating:73Outperform

Price Target:―

The Schwab U.S. Broad Market ETF (SCHB) benefits from strong contributions by top holdings like Microsoft and Apple, which are supported by robust financial performance, strategic growth in AI and cloud segments, and leadership in their respective industries. Alphabet also adds significant strength with its bullish outlook and strategic investments in AI and cloud services. However, weaker holdings like Berkshire Hathaway, impacted by bearish momentum and the absence of earnings call data, slightly weigh down the overall rating. The ETF's main risk lies in its concentration in a few high-valuation tech stocks, which could face challenges if growth expectations are not met.

Positive Factors

Strong Top Holdings

Several key holdings, such as Nvidia, Broadcom, and Alphabet, have delivered strong year-to-date performance, driving the ETF’s returns.

Low Expense Ratio

The ETF has a very low expense ratio, making it cost-effective for investors and allowing more of the returns to stay in their pockets.

Broad Sector Diversification

The fund is spread across multiple sectors, including technology, financials, and health care, reducing reliance on any single industry.

Negative Factors

Heavy Technology Exposure

Technology makes up over a third of the portfolio, which could lead to higher volatility if the sector faces a downturn.

High U.S. Concentration

Nearly all of the ETF’s geographic exposure is focused on U.S. companies, limiting diversification across global markets.

Underperforming Holdings

Some top holdings, such as Apple and Amazon, have shown weaker year-to-date performance compared to others in the portfolio.

SCHB vs. SPDR S&P 500 ETF (SPY)

AUM38.83B

RegionNorth America

Expense Ratio0.03%

Beta1.01

IssuerSchwab

Inception DateNov 03, 2009

Dividend Yield1.09%

Asset ClassEquity

Index TrackedDow Jones US Broad Stock Market

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume7,164,719

30 Day Avg. Volume8,173,242

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

31.30

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering2393

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

SCHB Summary

The Schwab U.S. Broad Market ETF (SCHB) is an investment fund that tracks the Dow Jones US Broad Stock Market Index, giving you exposure to thousands of U.S. companies across different sizes and industries. It includes well-known companies like Microsoft and Apple, and covers sectors such as technology, healthcare, and finance. This ETF is a great option for beginners looking for diversification and a simple way to invest in the overall U.S. stock market. However, since it mirrors the market, its value can rise and fall with general market trends, so it’s important to be prepared for ups and downs.

How much will it cost me?The Schwab U.S. Broad Market ETF (SCHB) has an expense ratio of 0.03%, meaning you’ll pay $0.30 per year for every $1,000 invested. This is much lower than average because it’s a passively managed fund that tracks an index, which typically keeps costs down.

What would affect this ETF?The Schwab U.S. Broad Market ETF (SCHB) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as overall economic expansion in the U.S. However, it may face challenges from rising interest rates, which could negatively impact sectors like financials and consumer cyclical, or from regulatory changes affecting major tech companies like Nvidia, Microsoft, and Apple.

SCHB Top 10 Holdings

The Schwab U.S. Broad Market ETF (SCHB) leans heavily on the technology sector, with names like Nvidia and Apple driving much of its performance. Nvidia has shown resilience with its AI-driven growth story, while Apple remains steady, bolstered by strong profitability and a focus on services. Microsoft and Alphabet add to the tech-heavy tilt, though Microsoft's recent mixed signals have slightly dampened its momentum. Tesla has been a rising star, contributing positively, while Berkshire Hathaway's recent struggles have acted as a minor drag. Overall, the fund's U.S.-centric, tech-focused positioning captures the dynamism of the broader market.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	6.64%	$2.58B	$4.45T	40.04%	76 Outperform
AAPL	Apple	5.73%	$2.22B	$3.82T	13.12%	79 Outperform
MSFT	Microsoft	5.10%	$1.98B	$3.41T	7.56%	79 Outperform
AMZN	Amazon	3.44%	$1.33B	$2.53T	7.94%	71 Outperform
GOOGL	Alphabet Class A	2.92%	$1.13B	$4.06T	72.50%	85 Outperform
AVGO	Broadcom	2.40%	$929.56M	$1.61T	49.52%	76 Outperform
GOOG	Alphabet Class C	2.33%	$905.67M	$4.06T	70.73%	82 Outperform
META	Meta Platforms	2.00%	$776.35M	$1.55T	1.55%	76 Outperform
TSLA	Tesla	1.84%	$714.72M	$1.46T	5.98%	73 Outperform
BRK.B	Berkshire Hathaway B	1.35%	$523.71M	$1.07T	6.44%	66 Neutral

SCHB Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

26.17

Positive

100DMA

25.83

Positive

200DMA

24.29

Positive

Market Momentum

MACD

0.17

Negative

RSI

59.68

Neutral

STOCH

76.25

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCHB, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 26.49, equal to the 50-day MA of 26.17, and equal to the 200-day MA of 24.29, indicating a bullish trend. The MACD of 0.17 indicates Negative momentum. The RSI at 59.68 is Neutral, neither overbought nor oversold. The STOCH value of 76.25 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SCHB.

SCHB Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
SCHB	―	―	$38.83B	0.03%	―
VTI	―	―	$585.18B	0.03%	―
VIG	―	―	$103.74B	0.05%	―
ITOT	―	―	$82.17B	0.03%	―
QUAL	―	―	$49.14B	0.15%	―
DFAC	―	―	$41.44B	0.17%	―

Performance Comparison

SCHB

Schwab U.S. Broad Market ETF

26.75

3.82

16.66%

VTI

Vanguard Total Stock Market ETF

―

VIG

Vanguard Dividend Appreciation ETF

―

ITOT

iShares Core S&P Total U.S. Stock Market ETF

―

QUAL

iShares MSCI USA Quality Factor ETF

―

DFAC

Dimensional U.S. Core Equity 2 ETF

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―

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