(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
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
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 |
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%.
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%.
Schwab U.S. Broad Market has no consensus analysts rating.
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% |