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, earns a solid overall rating thanks to large positions in high-quality leaders like Microsoft, Apple, and Alphabet, which benefit from strong financial performance, growth in cloud and AI, and generally positive technical trends. These strengths are slightly offset by holdings such as Berkshire Hathaway and Tesla, where bearish momentum, high valuations, and lack of dividends or cash flow concerns introduce some drag. A key risk is the fund’s heavy exposure to a concentrated group of mega-cap technology and AI-focused companies, which can increase sensitivity to shifts in that sector.

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)

AUM38.41B

RegionNorth America

Expense Ratio0.03%

Beta1.01

IssuerSchwab

Inception DateNov 03, 2009

Dividend Yield1.13%

Asset ClassEquity

Index TrackedDow Jones US Broad Stock Market

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume10,824,586

30 Day Avg. Volume9,048,333

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

32.02

Price 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 may be a broad U.S. market fund, but its story is still driven by a familiar tech cast. Nvidia is doing much of the heavy lifting, with rising momentum that helps offset a softer patch in giants like Microsoft and Amazon, which have been lagging lately. Apple looks a bit mixed—recently perking up but still losing steam over the longer stretch—while Alphabet and Meta are holding fairly steady. With a clear tilt toward U.S. Big Tech and AI themes, the fund’s near-term ride largely depends on how these mega-cap names behave.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	6.76%	$2.59B	$4.32T	57.80%	76 Outperform
AAPL	Apple	5.83%	$2.24B	$3.78T	7.69%	79 Outperform
MSFT	Microsoft	4.63%	$1.78B	$3.04T	3.98%	79 Outperform
AMZN	Amazon	3.23%	$1.24B	$2.29T	7.01%	71 Outperform
GOOGL	Alphabet Class A	2.65%	$1.02B	$3.61T	71.70%	85 Outperform
AVGO	Broadcom	2.38%	$914.47M	$1.57T	69.51%	76 Outperform
META	Meta Platforms	2.18%	$837.18M	$1.63T	3.07%	76 Outperform
GOOG	Alphabet Class C	2.12%	$814.25M	$3.61T	69.73%	82 Outperform
TSLA	Tesla	1.73%	$663.14M	$1.49T	51.04%	73 Outperform
BRK.B	Berkshire Hathaway B	1.39%	$533.97M	$1.08T	0.68%	66 Neutral

SCHB Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

26.55

Negative

100DMA

26.25

Negative

200DMA

25.23

Positive

Market Momentum

MACD

-0.08

Positive

RSI

38.14

Neutral

STOCH

42.03

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCHB, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 26.48, equal to the 50-day MA of 26.55, and equal to the 200-day MA of 25.23, indicating a neutral trend. The MACD of -0.08 indicates Positive momentum. The RSI at 38.14 is Neutral, neither overbought nor oversold. The STOCH value of 42.03 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SCHB.

SCHB Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
SCHB	―	―	$38.41B	0.03%	73 Outperform
VTI	―	―	$586.72B	0.03%	73 Outperform
VIG	―	―	$104.01B	0.04%	73 Outperform
ITOT	―	―	$81.98B	0.03%	73 Outperform
QUAL	―	―	$49.64B	0.15%	75 Outperform
DFAC	―	―	$42.13B	0.17%	72 Outperform

Performance Comparison

SCHB

Schwab U.S. Broad Market ETF

25.91

4.59

21.53%

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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