Schwab Broad Market Etf Profile
| SCHB Etf | USD 23.49 0.13 0.56% |
Performance18 of 100
| Odds Of DistressLess than 9
|
Schwab Broad is trading at 23.49 as of the 30th of November 2024, a 0.56 percent increase since the beginning of the trading day. The etf's open price was 23.36. Schwab Broad has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. Equity ratings for Schwab Broad Market are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
To pursue its goal, the fund generally invests in stocks that are included in the index. Schwab US is traded on NYSEARCA Exchange in the United States. More on Schwab Broad Market
Moving together with Schwab Etf
Schwab Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Oslo Exchange Mutual, OSE Benchmark, Oslo All Share, OBX Technology GR, Strategy ETFs, Broad Equity ETFs, Large Blend, Schwab ETFs (View all Sectors) |
| Issuer | Charles Schwab |
| Inception Date | 2009-10-30 |
| Benchmark | Dow Jones U.S. Broad Stock Market Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 33.23 Billion |
| Average Trading Valume | 2.51 Million |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Strategy |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Charles Schwab Investment Management, Inc. |
| Advisor | Charles Schwab Investment Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | SEI Investments Distribution Co. |
| Portfolio Manager | Christopher Bliss, Ferian Juwono, Sabya Sinha |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Jul |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 2,487 |
| Market Maker | Virtu Financial |
| Total Expense | 0.03 |
| Management Fee | 0.03 |
| Country Name | USA |
| Returns Y T D | 27.08 |
| Name | Schwab U.S. Broad Market ETF |
| Currency Code | USD |
| Open Figi | BBG000PRZSP5 |
| In Threey Volatility | 17.54 |
| 1y Volatility | 11.91 |
| 200 Day M A | 21.2701 |
| 50 Day M A | 22.5278 |
| Code | SCHB |
| Updated At | 30th of November 2024 |
| Currency Name | US Dollar |
Schwab Broad Market [SCHB] is traded in USA and was established 2009-11-03. The fund is listed under Large Blend category and is part of Schwab ETFs family. The entity is thematically classified as Strategy ETFs. Schwab Broad Market at this time have 18.91 B in assets. , while the total return for the last 3 years was 9.9%.
Check Schwab Broad Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Schwab Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Schwab Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Schwab Broad Market Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Schwab Broad Market Currency Exposure
Schwab Broad Market holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Schwab Broad will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Schwab Broad Market.
Top Schwab Broad Market Etf Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology | |
| NVDA | NVIDIA | Stock | Information Technology |
Schwab Broad Top Holders
| BLNDX | Standpoint Multi Asset | Mutual Fund | Long-Short Equity | |
| REMIX | Standpoint Multi Asset | Mutual Fund | Long-Short Equity | |
| IS3T | iShares IV Public | Etf | DE Etf | |
| ENOR | iShares MSCI Norway | Etf | Miscellaneous Region | |
| NORW | Global X MSCI | Etf | Miscellaneous Region | |
| CEMT | iShares Edge MSCIope | Etf | DE Etf | |
| WTDHX | Wells Fargo Advantage | Mutual Fund | Target-Date 2045 | |
| WDTTX | Wells Fargo Advantage | Mutual Fund | Target-Date 2035 |
Schwab Broad Market Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Schwab Broad. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.1436 | |||
| Jensen Alpha | 0.0252 | |||
| Total Risk Alpha | 0.0061 | |||
| Sortino Ratio | 0.0103 |
Schwab Broad Against Markets
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab Broad Market. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in rate. You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
The market value of Schwab Broad Market is measured differently than its book value, which is the value of Schwab that is recorded on the company's balance sheet. Investors also form their own opinion of Schwab Broad's value that differs from its market value or its book value, called intrinsic value, which is Schwab Broad's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Schwab Broad's market value can be influenced by many factors that don't directly affect Schwab Broad's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Schwab Broad's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Broad is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Broad's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.