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Schwab U.S. Broad Market ETF (SCHB)
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Upturn Advisory Summary
10/29/2025: SCHB (4-star) is a STRONG-BUY. BUY since 119 days. Simulated Profits (18.34%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 44.34% | Avg. Invested days 79 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.03 | 52 Weeks Range 18.46 - 23.77 | Updated Date 06/29/2025 |
52 Weeks Range 18.46 - 23.77 | Updated Date 06/29/2025 |
Upturn AI SWOT
Schwab U.S. Broad Market ETF
ETF Overview
Overview
The Schwab U.S. Broad Market ETF (SCHB) aims to track the total U.S. equity market by mirroring the Dow Jones U.S. Broad Stock Market Index. It provides comprehensive exposure to U.S. stocks across all market capitalizations. The fund's investment strategy focuses on replicating the index by holding a diverse portfolio of U.S. equities.
Reputation and Reliability
Schwab is a well-established and reputable financial institution with a long history of providing investment services and products.
Management Expertise
Schwab has extensive experience in managing index-tracking ETFs, leveraging a team of professionals with expertise in portfolio management and index replication.
Investment Objective
Goal
The fund seeks to track the investment results of the Dow Jones U.S. Broad Stock Market Index, representing the broad U.S. equity market.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy to match the index's composition and weighting by holding all or substantially all of the stocks in the Dow Jones U.S. Broad Stock Market Index.
Composition The fund primarily holds stocks of U.S. companies across various sectors and market capitalizations. The asset allocation is determined by the index's composition.
Market Position
Market Share: SCHB holds a significant market share among broad U.S. equity ETFs.
Total Net Assets (AUM): 34430000000
Competitors
Key Competitors
- IVV
- VTI
- SPY
Competitive Landscape
The broad U.S. equity ETF market is highly competitive, with several large ETFs vying for investor assets. SCHB's advantages include its low expense ratio and broad market coverage. Disadvantages might include its smaller AUM compared to some larger competitors, potentially leading to slightly wider bid-ask spreads in some instances. The main competitors are IVV, VTI and SPY.
Financial Performance
Historical Performance: Historical performance data is best sourced from financial data providers.
Benchmark Comparison: Benchmark comparison data is best sourced from financial data providers.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
SCHB has a high average trading volume, indicating good liquidity for investors.
Bid-Ask Spread
SCHB generally maintains a tight bid-ask spread, minimizing transaction costs for buyers and sellers.
Market Dynamics
Market Environment Factors
Economic indicators, such as GDP growth, inflation, and interest rates, influence the performance of the broad U.S. equity market, which in turn affects SCHB. Sector growth prospects and current market conditions also play a role.
Growth Trajectory
SCHB's growth trajectory is closely tied to the overall performance of the U.S. stock market. Changes in strategy are infrequent, and holdings adjustments reflect the index's composition.
Moat and Competitive Advantages
Competitive Edge
SCHB's competitive edge lies in its very low expense ratio, broad market coverage, and backing by a well-established financial institution, Schwab. This combination makes it an attractive option for investors seeking cost-effective, diversified exposure to the U.S. equity market. The fund's simplicity and passive management style appeal to investors who prefer a hands-off approach. Its comprehensive coverage of the U.S. market makes it a core holding in many portfolios.
Risk Analysis
Volatility
SCHB's historical volatility is similar to that of the broader U.S. stock market, as it tracks the Dow Jones U.S. Broad Stock Market Index.
Market Risk
SCHB is subject to market risk, including the potential for declines in the value of its underlying assets due to economic downturns, geopolitical events, or other market factors.
Investor Profile
Ideal Investor Profile
The ideal investor for SCHB is one seeking broad exposure to the U.S. equity market with a low-cost, passively managed investment vehicle. It is suitable for investors with a moderate to long-term investment horizon.
Market Risk
SCHB is best suited for long-term investors and passive index followers who want to track the broad U.S. market.
Summary
The Schwab U.S. Broad Market ETF (SCHB) offers investors a cost-effective and diversified way to participate in the performance of the U.S. equity market. With its low expense ratio and comprehensive market coverage, SCHB is suitable for long-term investors seeking passive index tracking. Its performance closely mirrors the Dow Jones U.S. Broad Stock Market Index, making it a reliable benchmark for U.S. equity exposure. While subject to market risk, SCHB provides broad diversification and liquidity, making it a core holding for many portfolios. The ETF's efficiency and stability make it a popular choice for those seeking a simple, hands-off investment in the U.S. stock market.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- Dow Jones Indexes
- Various financial data providers
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Schwab U.S. Broad Market ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
To pursue its goal, the fund generally invests in stocks that are included in the index. The index includes the largest 2,500 publicly traded U.S. companies for which pricing information is readily available. The fund will invest at least 90% of its net assets in these stocks. It may invest up to 10% of its net assets in securities not included in the index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.