SCHB - ETF AI Analysis
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Schwab U.S. Broad Market ETF (SCHB)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Overall Performance
The ETF has shown strong gains so far this year and over recent months, indicating solid momentum.
Low Expense Ratio
The fund charges very low fees, which helps investors keep more of their returns over time.
Broad U.S. Market Diversification
With exposure across many sectors and hundreds of U.S. companies, the ETF reduces the impact of problems in any single industry or stock.
Negative Factors
Heavy U.S. Concentration
Almost all of the ETF’s holdings are in U.S. companies, offering very limited international diversification.
Tech Sector Dominance
Technology makes up a large share of the portfolio, which can increase volatility if that sector weakens.
Mixed Performance Among Top Holdings
While several major positions have performed strongly, a few large holdings have been weak, which can drag on future returns.
SCHB vs. SPDR S&P 500 ETF (SPY)
AUM44.61B
RegionNorth America
Expense Ratio0.03%
Beta1.01
IssuerSchwab
Inception DateNov 03, 2009
Dividend Yield1.04%
Asset ClassEquity
Index TrackedDow Jones US Broad Stock Market
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume7,295,295
30 Day Avg. Volume8,920,405
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
34.10Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering2346
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, with big positions in well-known names like Apple and Nvidia. Investors might consider SCHB for simple, low-cost diversification and long-term growth tied to the overall U.S. economy. A key risk is that the fund can rise or fall with the U.S. stock market, and it has significant exposure to technology companies.
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 U.S. mega-cap tech setting the tone. Apple is the clear engine right now, steadily rising and giving the fund a solid lift, while Nvidia and Broadcom add extra juice from the AI and chip boom, even if their momentum has been a bit choppy lately. On the flip side, Microsoft and Amazon have been more mixed, occasionally tapping the brakes on performance, and Alphabet’s twin share classes aren’t doing much to change that. With a heavy tilt toward U.S. technology and communication giants, this broad-market ETF still leans firmly on Big Tech to drive the ride.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.12% | $3.17B | $4.86T | 22.58% | 76 Outperform | |
| Apple | 6.16% | $2.74B | $4.54T | 36.62% | 79 Outperform | |
| Microsoft | 4.98% | $2.22B | $3.45T | -4.22% | 79 Outperform | |
| Amazon | 3.58% | $1.59B | $2.92T | 23.26% | 71 Outperform | |
| Alphabet Class A | 2.82% | $1.25B | $4.36T | 75.90% | 85 Outperform | |
| Broadcom | 2.67% | $1.19B | $1.85T | 40.26% | 76 Outperform | |
| Alphabet Class C | 2.26% | $1.01B | $4.36T | 74.91% | 82 Outperform | |
| Meta Platforms | 1.74% | $774.17M | $1.42T | -23.03% | 76 Outperform | |
| Micron | 1.33% | $593.87M | $929.52B | 638.14% | 79 Outperform | |
| Berkshire Hathaway B | 1.29% | $574.81M | $992.60B | 12.12% | 66 Neutral |
SCHB Technical Analysis
Positive
―
Price Trends
28.87
Positive
27.90
Positive
27.01
Positive
Market Momentum
0.24
Negative
66.05
Neutral
86.81
Negative
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 29.00, equal to the 50-day MA of 28.87, and equal to the 200-day MA of 27.01, indicating a bullish trend. The MACD of 0.24 indicates Negative momentum. The RSI at 66.05 is Neutral, neither overbought nor oversold. The STOCH value of 86.81 is Negative, 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
29.90
5.71
23.60%
VTI
Vanguard Total Stock Market ETF
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VIG
Vanguard Dividend Appreciation ETF
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ITOT
iShares Core S&P Total U.S. Stock Market ETF
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DFAC
Dimensional U.S. Core Equity 2 ETF
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QUAL
iShares MSCI USA Quality Factor 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.
DisclaimerThis 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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