SCHB - ETF AI Analysis
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Schwab U.S. Broad Market ETF (SCHB)
Rating:73Outperform
Price Target:―
Positive Factors
Very Low Fees
The ETF has a very low expense ratio, which helps investors keep more of their returns over time.
Broad U.S. Market Exposure
The fund holds a wide range of U.S. stocks across many sectors, helping spread out company-specific risk.
Strong Growth Leaders in Top Holdings
Several of the largest positions, especially in technology and online businesses, have shown strong recent performance that supports the fund’s overall results.
Negative Factors
Heavy Tilt Toward Technology
A large share of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Concentration in a Few Mega-Cap Stocks
A small group of very large companies makes up a significant portion of the fund, increasing the impact if any of them perform poorly.
Limited International Diversification
Almost all of the ETF’s assets are invested in U.S. companies, offering little protection if the U.S. market struggles compared with other regions.
SCHB vs. SPDR S&P 500 ETF (SPY)
AUM40.20B
RegionNorth America
Expense Ratio0.03%
Beta1.01
IssuerSchwab
Inception DateNov 03, 2009
Dividend Yield1.08%
Asset ClassEquity
Index TrackedDow Jones US Broad Stock Market
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume9,034,086
30 Day Avg. Volume10,987,236
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
32.33Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering2385
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 well-known names like Apple and Nvidia. Someone might invest in SCHB to get 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, and it is especially influenced by large 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 pace. Nvidia and Broadcom are powering ahead, giving the fund a strong tailwind from the AI and semiconductor boom, while Amazon and Alphabet add steady support from e-commerce and digital ads. Apple has perked up recently but is still shaking off earlier weakness, and Microsoft’s mixed stretch means it’s not pulling as much weight as usual. With all of its exposure in the U.S. and heavily tilted toward technology, SCHB rises and falls with America’s biggest growth engines.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.11% | $2.86B | $4.86T | 97.16% | 76 Outperform | |
| Apple | 5.72% | $2.30B | $3.91T | 33.51% | 79 Outperform | |
| Microsoft | 4.61% | $1.85B | $3.15T | 15.63% | 79 Outperform | |
| Amazon | 3.57% | $1.44B | $2.69T | 41.40% | 71 Outperform | |
| Alphabet Class A | 2.83% | $1.14B | $4.01T | 118.42% | 85 Outperform | |
| Broadcom | 2.79% | $1.12B | $1.90T | 138.91% | 76 Outperform | |
| Alphabet Class C | 2.26% | $908.68M | $4.01T | 114.13% | 82 Outperform | |
| Meta Platforms | 2.14% | $860.08M | $1.69T | 29.69% | 76 Outperform | |
| Tesla | 1.59% | $638.98M | $1.45T | 54.55% | 73 Outperform | |
| Berkshire Hathaway B | 1.26% | $505.10M | $1.01T | -11.66% | 66 Neutral |
SCHB Technical Analysis
Positive
―
Price Trends
26.06
Positive
26.23
Positive
25.64
Positive
Market Momentum
0.46
Negative
71.02
Negative
89.46
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 26.07, equal to the 50-day MA of 26.06, and equal to the 200-day MA of 25.64, indicating a bullish trend. The MACD of 0.46 indicates Negative momentum. The RSI at 71.02 is Negative, neither overbought nor oversold. The STOCH value of 89.46 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
27.48
6.67
32.05%
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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QUAL
iShares MSCI USA Quality Factor ETF
―
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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.
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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