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SCHB - ETF AI Analysis
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Schwab U.S. Broad Market ETF (SCHB)
Rating:72Outperform
Price Target:―
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)
AUM37.45B
RegionNorth America
Expense Ratio0.03%
Beta1.01
IssuerSchwab
Inception DateNov 03, 2009
Dividend Yield1.12%
Asset ClassEquity
Index TrackedDow Jones US Broad Stock Market
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume9,938,141
30 Day Avg. Volume8,232,528
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
30.54Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering2396
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 tech sector, with names like Nvidia and Apple driving much of its performance. Nvidia’s long-term growth story in AI remains compelling, though recent momentum has cooled, while Apple’s steady rise reflects strong demand for its services. On the flip side, Microsoft and Meta have been lagging, with technical indicators pointing to short-term weakness. Alphabet’s impressive gains in AI and cloud services add a bright spot, but the fund’s heavy reliance on tech means its fortunes are closely tied to this sector’s ups and downs.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.42% | $2.40B | $4.15T | 33.26% | 76 Outperform | |
| Apple | 6.20% | $2.32B | $4.02T | 8.97% | 79 Outperform | |
| Microsoft | 5.44% | $2.04B | $3.54T | 10.74% | 79 Outperform | |
| Amazon | 3.30% | $1.24B | $2.37T | 1.55% | 71 Outperform | |
| Alphabet Class A | 2.65% | $993.79M | $3.59T | 60.45% | 85 Outperform | |
| Broadcom | 2.36% | $883.00M | $1.54T | 51.10% | 76 Outperform | |
| Meta Platforms | 2.17% | $811.08M | $1.64T | 11.56% | 76 Outperform | |
| Alphabet Class C | 2.14% | $801.43M | $3.59T | 60.12% | 82 Outperform | |
| Tesla | 2.02% | $755.23M | $1.55T | 10.82% | 73 Outperform | |
| Berkshire Hathaway B | 1.42% | $532.23M | $1.09T | 12.03% | 66 Neutral |
SCHB Technical Analysis
Positive
―
Price Trends
25.92
Positive
25.45
Positive
23.83
Positive
Market Momentum
0.07
Positive
49.17
Neutral
18.58
Positive
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 26.05, equal to the 50-day MA of 25.92, and equal to the 200-day MA of 23.83, indicating a neutral trend. The MACD of 0.07 indicates Positive momentum. The RSI at 49.17 is Neutral, neither overbought nor oversold. The STOCH value of 18.58 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SCHB.
SCHB Peer Comparison
Comparison Results
Performance Comparison
SCHB
Schwab U.S. Broad Market ETF
26.00
3.26
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
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―
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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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