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Schwab U.S. Broad Market ETF(SCHB)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SCHB
11/12/2026: SCHB (5-star) is currently NOT-A-BUY. Pass it for now.
The Schwab U.S. Broad Market ETF (SCHB) provides comprehensive exposure to the entire U.S. equity market, offering investors a simple and efficient way to gain diversified growth. Its main strengths include a rock-bottom expense ratio, high liquidity, and the reliable backing of Charles Schwab, making it an excellent core holding for most portfolios. It is designed to capture the total return of the U.S. economy, though it remains subject to standard market volatility and systemic economic risks. SCHB is best suited for long-term investors focused on capital appreciation rather than active traders, and investors should monitor U.S. economic health as the primary factor influencing its performance.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund captures long-term growth across all major U.S. market capitalization segments. |
| Momentum investor | Mixed fit | While it captures market trends, it lacks the tactical concentration often sought by pure momentum strategies. |
| Value investor | Mixed fit | As a total market fund, it includes value stocks but does not focus exclusively on discounted assets. |
| Dividend/Income investor | Mixed fit | It provides dividend income from the aggregate market but is not specifically optimized for high-yield strategies. |
| Low-risk investor | Mixed fit | While diversified, it remains 100% equity-exposed and is subject to full market volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term, buy-and-hold participant looking for a low-cost, set-it-and-forget-it core equity position.
Suitability
SCHB is best suited for passive index followers and long-term investors seeking broad market exposure with minimal overhead.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The fund is subject to the inherent price swings of the total U.S. equity market. |
| Market risk | High | Broad market declines will directly and negatively impact the fund's value. |
| Concentration | Low | Broad diversification across thousands of stocks significantly reduces individual security risk. |
| Tracking/expense | Low | The fund maintains a very low expense ratio and minimal tracking error against its index. |
| Liquidity | Low | High trading volume ensures that investors can easily buy or sell shares without significant price impact. |
| Business/sector quality | Medium | Performance is dependent on the overall health and quality of the U.S. corporate sector. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
SCHB exhibits market-level volatility, generally tracking the beta of the U.S. stock market.
Market Risk
The primary risk is the systematic risk of the U.S. economy, as the fund is fully invested in equities.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities (e.g., Apple, Microsoft, NVIDIA) | 75 | These dominant companies drive a significant portion of market returns and provide core stability. |
| Market capitalization | Mid-Cap U.S. Equities | 15 | Mid-cap exposure offers a balance between growth potential and established company stability. |
| Market capitalization | Small-Cap U.S. Equities | 9.5 | Small-cap stocks provide exposure to emerging companies and potential higher long-term growth. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | A negligible cash position is maintained for operational liquidity and trade settlement. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 33.13% | Avg. Invested days 69 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/12/2026 |
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