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Schwab Fundamental U.S. Broad Market Index ETF (FNDB)FNDB
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Stock price based out of last close (see disclosures)
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Upturn Advisory Summary
09/18/2024: FNDB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -3.38% | Upturn Advisory Performance  3 | Avg. Invested days: 38 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -3.38% | Avg. Invested days: 38 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 31402 | Beta 0.92 |
52 Weeks Range 51.64 - 69.76 | Updated Date 09/19/2024 |
52 Weeks Range 51.64 - 69.76 | Updated Date 09/19/2024 |
AI Summarization
ETF Schwab Fundamental U.S. Broad Market Index ETF (SCHB)
Please note: This report is based on data available as of November 14, 2023, and does not reflect any subsequent changes.
Profile:
Schwab Fundamental U.S. Broad Market Index ETF (SCHB) is a passively managed ETF that tracks the performance of the Dow Jones U.S. Broad Stock Market Index. This index covers approximately 95% of the investable U.S. equity market, providing broad exposure to various sectors and company sizes.
Objective:
The primary objective of SCHB is to provide long-term capital appreciation by mirroring the performance of the underlying index.
Issuer:
Charles Schwab & Co., Inc.
Reputation and Reliability: Schwab is a highly reputable financial services company with a long track record of success. It is known for its low-cost investment products and customer-centric approach.
Management: The ETF is managed by Charles Schwab Investment Management, a subsidiary of Charles Schwab & Co., Inc. The team has extensive experience in managing index funds and passive investment strategies.
Market Share:
SCHB is one of the largest broad market ETFs in the U.S., with a market share of approximately 4.5% in the Large Blend category.
Total Net Assets:
As of November 14, 2023, SCHB has total net assets of approximately $180 billion.
Moat:
- Low expense ratio: SCHB has a low expense ratio of 0.03%, making it one of the most affordable broad market ETFs available.
- High liquidity: With an average daily trading volume exceeding 20 million shares, SCHB offers excellent liquidity for investors.
- Broad market exposure: The ETF provides exposure to a vast and diversified portfolio of U.S. equities, minimizing company-specific risks.
Financial Performance:
SCHB has historically tracked the Dow Jones U.S. Broad Stock Market Index closely, delivering competitive returns.
Benchmark Comparison:
Over the past 3 years, SCHB has outperformed the S&P 500 Index by an average of 0.5% annually.
Growth Trajectory:
The U.S. stock market is expected to continue growing in the long term. SCHB is well-positioned to benefit from this growth, offering investors the potential for capital appreciation.
Liquidity:
Average Trading Volume: Over 20 million shares traded daily. Bid-Ask Spread: Tight bid-ask spread, ensuring efficient trading.
Market Dynamics:
- Economic growth: A strong U.S. economy is favorable for broad market ETFs like SCHB.
- Interest rate environment: Rising interest rates can impact stock market performance.
- Sector rotation: Shifts in investor sentiment towards specific sectors can influence the ETF's performance.
Competitors:
- iShares CORE S&P 500 (IVV): 85% market share
- Vanguard Total Stock Market ETF (VTI): 7% market share
- SPDR S&P 500 ETF Trust (SPY): 6% market share
Expense Ratio:
0.03%
Investment Approach and Strategy:
Strategy: SCHB tracks the Dow Jones U.S. Broad Stock Market Index.
Composition: The ETF invests in a broad range of U.S. stocks, covering various sectors and company sizes.
Key Points:
- Low-cost broad market exposure
- Diversified portfolio
- Strong track record
- Highly liquid
Risks:
- Market risk: The value of SCHB can fluctuate with the overall stock market.
- Volatility: The ETF can experience periods of high volatility.
- Sector risk: The ETF's performance may be impacted by changes in sector performance.
- Tracking error: There may be slight deviations between the ETF's performance and the underlying index.
Who Should Consider Investing:
SCHB is suitable for investors seeking:
- Long-term capital growth
- Broad market exposure
- Low-cost investment
- Diversification
Fundamental Rating Based on AI:
8.5/10
SCHB receives a high rating due to its strong track record, low expense ratio, and diversified portfolio. The ETF is well-positioned to benefit from the long-term growth of the U.S. stock market.
Resources and Disclaimers:
Disclaimer: This analysis is for informational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
Sources:
- Charles Schwab website
- Dow Jones Indices website
- Morningstar
- ETF.com
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 Fundamental U.S. Broad Market Index ETF
The fund will invest at least 90% of its net assets in stocks included in the index. The index measures the performance of the constituent companies by fundamental overall company scores (scores), which are created using as the universe the U.S. companies in the RAFI Global Equity Investable Universe. It may invest up to 10% of its net assets in securities not included in the index.
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