(SCHB) Schwab U.S. Broad Market - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US8085241029 • Large Blend

SCHB: Stocks, U.S. Companies, Equities, Securities

The Schwab U.S. Broad Market ETF (SCHB) is designed to provide investors with broad exposure to the U.S. equity market by tracking the performance of the largest 2,500 publicly traded companies. This ETF is structured to serve as a cornerstone in a diversified portfolio, offering a cost-effective way to gain exposure to the broader market.

The fund primarily invests in stocks that are constituents of its underlying index, which includes companies with readily available pricing information. This ensures liquidity and transparency. The ETF holds at least 90% of its net assets in these securities, reflecting its commitment to tracking the index closely. Additionally, it allows for up to 10% of its net assets to be invested in other securities, providing flexibility to manage the portfolio efficiently.

With a focus on large-cap companies, SCHB offers a diversified exposure across various sectors, making it a robust choice for both individual and institutional investors seeking broad market participation. Its low expense ratio enhances its appeal, aligning with the interests of cost-conscious investors. This ETF is well-suited for those looking to build a core equity position with minimal turnover and expense.

Additional Sources for SCHB ETF

SCHB ETF Overview

Market Cap in USD 33,908m
Category Large Blend
TER 0.03%
IPO / Inception 2009-11-03

SCHB ETF Ratings

Growth 5y 76.5%
Fundamental -
Dividend 47.9%
Rel. Strength Industry -0.49
Analysts -
Fair Price Momentum 22.10 USD
Fair Price DCF -

SCHB Dividends

Dividend Yield 12m 1.26%
Yield on Cost 5y 2.37%
Annual Growth 5y 2.69%
Payout Consistency 93.1%

SCHB Growth Ratios

Growth Correlation 3m 29%
Growth Correlation 12m 95.5%
Growth Correlation 5y 79.6%
CAGR 5y 14.23%
CAGR/Max DD 5y 0.44
Sharpe Ratio 12m 1.10
Alpha -0.97
Beta 1.03
Volatility 11.30%
Current Volume 3480.8k
Average Volume 20d 3395.5k
What is the price of SCHB stocks?
As of February 22, 2025, the stock is trading at USD 23.18 with a total of 3,480,815 shares traded.
Over the past week, the price has changed by -1.99%, over one month by -1.07%, over three months by +0.62% and over the past year by +21.61%.
Is Schwab U.S. Broad Market a good stock to buy?
Yes. Based on ValueRay Analyses, Schwab U.S. Broad Market (NYSE ARCA:SCHB) is currently (February 2025) a good stock to buy. It has a ValueRay Growth Rating of 76.51 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SCHB as of February 2025 is 22.10. This means that SCHB is currently overvalued and has a potential downside of -4.66%.
Is SCHB a buy, sell or hold?
Schwab U.S. Broad Market has no consensus analysts rating.
What are the forecast for SCHB stock price target?
According to ValueRays Forecast Model, SCHB Schwab U.S. Broad Market will be worth about 26.5 in February 2026. The stock is currently trading at 23.18. This means that the stock has a potential upside of +14.37%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 26.5 14.4%