SCHB - ETF AI Analysis

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Schwab U.S. Broad Market ETF (SCHB)

Rating:73Outperform

Price Target:―

SCHB, the Schwab U.S. Broad Market ETF, has a solid overall rating driven by large positions in high-quality tech leaders like Microsoft and Apple, whose strong financial performance and growth in areas like cloud, AI, and services support the fund’s long-term prospects. Alphabet (both GOOGL and GOOG) also boosts the rating with its strong profitability and strategic focus on AI and cloud, though several major holdings, including Nvidia, Meta, Amazon, and Tesla, face high valuations and some technical or cash flow concerns that introduce risk. The main risk factor is the fund’s meaningful concentration in a handful of large technology and growth-oriented companies, which can increase volatility if sentiment toward these sectors weakens.

Positive Factors

Ultra-Low Expense Ratio

The fund charges very low fees, which helps investors keep more of their returns over time.

Broad Sector Diversification

Holdings are spread across many sectors, which helps reduce the impact if any single industry struggles.

Large Asset Base

The ETF manages a very large pool of assets, which generally supports good trading liquidity and fund stability.

Negative Factors

Heavy U.S. Concentration

Almost all of the fund’s assets are invested in U.S. companies, offering very limited international diversification.

Tech Sector Tilt

Technology makes up a large share of the portfolio, which can increase volatility if that sector falls out of favor.

Weak Recent Performance of Top Stocks

Several of the largest holdings have shown weak year-to-date performance, which has weighed on the fund’s recent results.

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

AUM39.10B

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. Volume9,087,324

30 Day Avg. Volume8,842,594

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

32.38

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering2404

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

SCHB Summary

Schwab U.S. Broad Market ETF (SCHB) is a fund that aims to track the Dow Jones U.S. Broad Stock Market Index, giving you exposure to almost the entire U.S. stock market in one investment. It holds thousands of companies of all sizes across many sectors, including big names like Apple and Nvidia. People might consider SCHB for simple, low-cost diversification and to follow the long-term growth of the overall U.S. market. A key risk is that it can rise or fall with the U.S. stock market as a whole, especially since it has a large tilt toward technology stocks.

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

SCHB’s story is all about the U.S. market with a clear tech heartbeat. Heavyweights like Nvidia and Microsoft have recently looked a bit tired, with Apple and Meta also losing steam and acting as mild brakes on the fund. On the brighter side, Alphabet and Amazon have been rising, helping to offset some of that tech softness. With several of its biggest positions clustered in mega-cap U.S. technology and internet names, SCHB’s broad-market label still comes with a strong tilt toward Big Tech driving the ride.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	6.83%	$2.66B	$4.58T	44.91%	76 Outperform
AAPL	Apple	6.02%	$2.35B	$4.02T	15.94%	79 Outperform
MSFT	Microsoft	4.58%	$1.78B	$3.07T	1.11%	79 Outperform
AMZN	Amazon	3.00%	$1.17B	$2.22T	-8.83%	71 Outperform
GOOGL	Alphabet Class A	2.76%	$1.08B	$3.85T	76.64%	85 Outperform
AVGO	Broadcom	2.40%	$933.02M	$1.61T	45.52%	76 Outperform
GOOG	Alphabet Class C	2.21%	$859.85M	$3.85T	74.94%	82 Outperform
META	Meta Platforms	2.18%	$847.75M	$1.70T	-6.64%	76 Outperform
TSLA	Tesla	1.78%	$693.47M	$1.60T	24.01%	73 Outperform
BRK.B	Berkshire Hathaway B	1.37%	$532.56M	$1.08T	5.58%	66 Neutral

SCHB Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

26.49

Positive

100DMA

26.12

Positive

200DMA

24.86

Positive

Market Momentum

MACD

0.05

Positive

RSI

52.95

Neutral

STOCH

79.91

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 26.64, equal to the 50-day MA of 26.49, and equal to the 200-day MA of 24.86, indicating a bullish trend. The MACD of 0.05 indicates Positive momentum. The RSI at 52.95 is Neutral, neither overbought nor oversold. The STOCH value of 79.91 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	―	―	$39.10B	0.03%	―
VTI	―	―	$587.62B	0.03%	―
VIG	―	―	$105.71B	0.04%	―
ITOT	―	―	$82.77B	0.03%	―
QUAL	―	―	$50.12B	0.15%	―
DFAC	―	―	$42.28B	0.17%	―

Performance Comparison

SCHB

Schwab U.S. Broad Market ETF

26.71

3.35

14.34%

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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