Schwab Fundamental Ownership
| FNDA Etf | USD 32.22 0.03 0.09% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Schwab |
Schwab Etf Ownership Analysis
Schwab Fundamental is is formed as Regulated Investment Company in the United States. ETF is managed and operated by Charles Schwab Investment Management, Inc.. The fund has 1059 constituents with avarage daily trading value of 578.5 K. The fund charges 0.25 percent management fee with a total expences of 0.25 percent of total asset. The fund created five year return of 12.0%. Schwab Fundamental Small retains 99.94% of assets under management (AUM) in equities. This fund last dividend was 0.124 per share. The fund normally will invest at least 90 percent of its net assets in stocks included in the index. Schwab Fundamental is traded on NYSEARCA Exchange in the United States. To learn more about Schwab Fundamental Small call the company at NA.Sector Exposure (%)
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 Fundamental , and the less return is expected.
Currency Exposure (%)
Investment Allocations (%)
Top Etf Constituents
| ATGE | Adtalem Global Education | Stock | |
| ACA | Arcosa Inc | Stock | |
| IR | Ingersoll Rand | Stock | |
| EXPR | Express | Stock | |
| COMM | CommScope Holding Co | Stock | |
| DDS | Dillards | Stock | |
| MTZ | MasTec Inc | Stock | |
| UAL | United Airlines Holdings | Stock | |
| SBH | Sally Beauty Holdings | Stock | |
| FSLR | First Solar | Stock | |
| GNRC | Generac Holdings | Stock | |
| DECK | Deckers Outdoor | Stock | |
| CNX | CNX Resources Corp | Stock | |
| CNDT | Conduent | Stock | |
| CHK | Chesapeake Energy | Stock | |
| CYH | Community Health Systems | Stock | |
| DPZ | Dominos Pizza | Stock | |
| SBAC | SBA Communications Corp | Stock | |
| CRC | California Resources Corp | Stock | |
| KTB | Kontoor Brands | Stock | |
| CNNE | Cannae Holdings | Stock | |
| PKI | PerkinElmer | Stock | |
| AMCX | AMC Networks | Stock | |
| SAVE | Spirit Airlines | Stock |
Institutional Etf Holders for Schwab Fundamental
Schwab Fundamental Outstanding Bonds
Schwab Fundamental issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Schwab Fundamental Small uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Schwab bonds can be classified according to their maturity, which is the date when Schwab Fundamental Small has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Volcan Compania Minera Corp BondUSP98047AC08 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| SCHWAB CHARLES P Corp BondUS808513AL92 | View | |
| SCHWAB CHARLES P Corp BondUS808513AM75 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.When determining whether Schwab Fundamental Small offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Schwab Fundamental's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Schwab Fundamental Small Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Schwab Fundamental Small Etf:Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Schwab Fundamental Small. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
The market value of Schwab Fundamental Small 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 Fundamental's value that differs from its market value or its book value, called intrinsic value, which is Schwab Fundamental'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 Fundamental's market value can be influenced by many factors that don't directly affect Schwab Fundamental'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 Fundamental's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Fundamental is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Fundamental'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.