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SCHB - ETF AI Analysis
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Schwab U.S. Broad Market ETF (SCHB)
Rating:73Outperform
Price Target:―
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)
AUM38.35B
RegionNorth America
Expense Ratio0.03%
Beta1.01
IssuerSchwab
Inception DateNov 03, 2009
Dividend Yield1.11%
Asset ClassEquity
Index TrackedDow Jones US Broad Stock Market
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume10,816,237
30 Day Avg. Volume8,942,188
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
31.69Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering2401
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 |
|---|---|---|---|---|---|---|
| Nvidia | 6.88% | $2.64B | $4.44T | 31.66% | 76 Outperform | |
| Apple | 5.86% | $2.25B | $3.76T | 4.57% | 79 Outperform | |
| Microsoft | 4.52% | $1.73B | $2.98T | -1.74% | 79 Outperform | |
| Amazon | 2.94% | $1.13B | $2.13T | -13.07% | 71 Outperform | |
| Alphabet Class A | 2.72% | $1.04B | $3.70T | 65.05% | 85 Outperform | |
| Broadcom | 2.37% | $907.95M | $1.54T | 39.53% | 76 Outperform | |
| Alphabet Class C | 2.18% | $835.17M | $3.70T | 63.76% | 82 Outperform | |
| Meta Platforms | 2.14% | $821.62M | $1.62T | -13.15% | 76 Outperform | |
| Tesla | 1.78% | $680.44M | $1.57T | 17.31% | 73 Outperform | |
| Berkshire Hathaway B | 1.39% | $532.45M | $1.08T | 3.74% | 66 Neutral |
SCHB Technical Analysis
Neutral
―
Price Trends
26.50
Negative
26.14
Positive
24.91
Positive
Market Momentum
>-0.01
Positive
44.79
Neutral
44.75
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCHB, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 26.60, equal to the 50-day MA of 26.50, and equal to the 200-day MA of 24.91, indicating a neutral trend. The MACD of >-0.01 indicates Positive momentum. The RSI at 44.79 is Neutral, neither overbought nor oversold. The STOCH value of 44.75 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SCHB.
SCHB Peer Comparison
Comparison Results
Performance Comparison
SCHB
Schwab U.S. Broad Market ETF
26.33
2.90
12.38%
VTI
Vanguard Total Stock Market ETF
―
―
―
VIG
Vanguard Dividend Appreciation ETF
―
―
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ITOT
iShares Core S&P Total U.S. Stock Market ETF
―
―
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QUAL
iShares MSCI USA Quality Factor ETF
―
―
―
DFAC
Dimensional U.S. Core Equity 2 ETF
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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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