Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Schwab U.S. Broad Market ETF (SCHB)
Top performer
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
07/29/2025: SCHB (4-star) is a REGULAR-BUY. BUY since 54 days. Profits (9.32%). 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 33.41% | Avg. Invested days 68 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/29/2025 |
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) seeks to track the total return of the Dow Jones U.S. Broad Stock Market Index, representing the performance of nearly all publicly traded U.S. companies. It offers comprehensive exposure to the U.S. equity market across all capitalization sizes, using a passive investment strategy.
Reputation and Reliability
Schwab is a well-established and reputable financial services company with a long track record in the investment management industry.
Management Expertise
Schwab has extensive experience in managing index-tracking ETFs, leveraging its resources and expertise to efficiently replicate the underlying index.
Investment Objective
Goal
To track the total return of the Dow Jones U.S. Broad Stock Market Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, aiming to hold all stocks in the Dow Jones U.S. Broad Stock Market Index in proportion to their index weights.
Composition Primarily composed of U.S. stocks across all market capitalizations.
Market Position
Market Share: While SCHB is popular, its precise market share fluctuates with market conditions and investor flows.
Total Net Assets (AUM): 34440000000
Competitors
Key Competitors
- ITOT
- VTI
- SPTM
Competitive Landscape
The broad market ETF space is highly competitive with several low-cost options. SCHB is attractive due to Schwab's brand, low expense ratio, and broad market exposure. Competitors such as VTI have larger AUM and trading volume, while others might have slightly different index construction methodologies.
Financial Performance
Historical Performance: Historical performance depends on the period selected, but SCHB closely tracks its benchmark index. Performance data can be obtained from financial websites such as Yahoo Finance, Google Finance, or the Schwab website.
Benchmark Comparison: The ETF's performance is designed to closely mirror that of the Dow Jones U.S. Broad Stock Market Index. Any deviations are typically due to tracking error, which is kept to a minimum.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
SCHB generally exhibits high liquidity with a substantial average daily trading volume, making it easy to buy and sell shares.
Bid-Ask Spread
The bid-ask spread is typically very tight due to its high trading volume, resulting in low transaction costs.
Market Dynamics
Market Environment Factors
Performance is influenced by overall economic conditions, interest rates, and investor sentiment towards the U.S. equity market.
Growth Trajectory
SCHB's growth parallels that of the broader U.S. stock market, with AUM fluctuating based on market performance and investor flows.
Moat and Competitive Advantages
Competitive Edge
SCHB benefits from Schwab's strong brand recognition and distribution network. Its extremely low expense ratio is a significant advantage, attracting cost-conscious investors. The ETF's comprehensive market coverage provides diversification, and its passive management strategy offers transparency and predictability. Its appeal lies in providing broad, inexpensive access to the U.S. stock market.
Risk Analysis
Volatility
SCHB's volatility is generally in line with the broader U.S. stock market.
Market Risk
The ETF is subject to market risk, meaning its value can fluctuate based on overall market conditions and economic events. Sector concentrations within the index can also contribute to volatility.
Investor Profile
Ideal Investor Profile
SCHB is suitable for investors seeking broad exposure to the U.S. equity market at a low cost. It's ideal for those looking for a diversified investment across all market capitalizations.
Market Risk
It is best suited for long-term investors and passive index followers aiming to match the returns of the overall U.S. stock market.
Summary
The Schwab U.S. Broad Market ETF (SCHB) provides broad exposure to the U.S. equity market at an extremely low cost. It tracks the Dow Jones U.S. Broad Stock Market Index and is suitable for long-term, passive investors. With its high liquidity and low expense ratio, SCHB offers a competitive option for those seeking diversified market exposure. Its performance closely mirrors the benchmark index, reflecting the overall health and direction of the U.S. economy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schwab website
- Yahoo Finance
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on your own research and risk tolerance. Market share percentages are estimates based on available data and may vary.
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.