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Upturn AI SWOT - About
Schwab U.S. Broad Market ETF (SCHB)
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Upturn Advisory Summary
04/01/2025: SCHB (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 1.05% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 5199090 | Beta 1.02 | 52 Weeks Range 18.89 - 23.70 | Updated Date 04/2/2025 |
52 Weeks Range 18.89 - 23.70 | Updated Date 04/2/2025 |
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, reflecting the performance of the entire U.S. equity market. It offers broad diversification across all market capitalizations and sectors, providing investors with exposure to nearly the entire investable U.S. equity universe.
Reputation and Reliability
Schwab is a well-established and reputable financial services firm with a long track record of managing investment products.
Management Expertise
Schwab Asset Management has a team of experienced professionals managing a wide range of ETFs and mutual funds.
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 passive management strategy, attempting to replicate the performance of the Dow Jones U.S. Broad Stock Market Index.
Composition The ETF primarily holds stocks, aiming to mirror the holdings and weightings of the underlying index.
Market Position
Market Share: SCHB has a significant market share among broad market ETFs, reflecting its popularity and low cost.
Total Net Assets (AUM): 27500000000
Competitors
Key Competitors
- IVV
- VTI
- ITOT
Competitive Landscape
The broad market ETF segment is highly competitive, with several large players vying for market share. SCHB's low expense ratio is a key advantage, attracting cost-conscious investors. However, larger ETFs like IVV and VTI have greater AUM and trading volume.
Financial Performance
Historical Performance: Historical performance data is widely available from sources like Yahoo Finance, Google Finance, and the Schwab website.
Benchmark Comparison: The ETF's performance closely tracks the Dow Jones U.S. Broad Stock Market Index, with slight variations due to expenses and tracking error.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
SCHB exhibits high liquidity with a robust average daily trading volume, making it easy to buy and sell shares.
Bid-Ask Spread
SCHB typically has a narrow bid-ask spread, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and overall market sentiment significantly influence SCHB's performance, as it reflects the broader U.S. equity market.
Growth Trajectory
SCHB's growth is tied to the overall performance of the U.S. stock market. There are no major changes in strategy or holdings expected given its passive nature.
Moat and Competitive Advantages
Competitive Edge
SCHB's primary competitive advantage is its exceptionally low expense ratio, which is among the lowest in the broad market ETF category. This low cost makes it attractive to long-term investors and those seeking broad market exposure at a minimal price. Additionally, the backing of Charles Schwab provides credibility and investor confidence. The ETFu2019s focus on mirroring the Dow Jones U.S. Broad Stock Market Index provides diversified market exposure.
Risk Analysis
Volatility
SCHB's volatility mirrors that of the broader U.S. stock market, as it tracks the Dow Jones U.S. Broad Stock Market Index.
Market Risk
The ETF is subject to market risk, meaning its value can decline due to overall market downturns, economic recessions, and other factors affecting the U.S. equity market.
Investor Profile
Ideal Investor Profile
SCHB is suitable for long-term investors seeking broad exposure to the U.S. equity market at a low cost, including those saving for retirement or building a diversified portfolio.
Market Risk
SCHB is best suited for long-term investors and passive index followers who prioritize low costs and broad market diversification.
Summary
The Schwab U.S. Broad Market ETF (SCHB) is a passively managed ETF that offers broad exposure to the U.S. equity market by tracking the Dow Jones U.S. Broad Stock Market Index. Its key advantage lies in its very low expense ratio, making it a cost-effective option for long-term investors. As a broad market ETF, SCHB's performance is closely tied to the overall health and direction of the U.S. economy and stock market. While it offers diversification, it is still subject to market risk and fluctuations.
Similar Companies
ITOT
iShares Core S&P Total U.S. Stock Market ETF
ITOT
iShares Core S&P Total U.S. Stock Market ETF
IVV
iShares Core S&P 500 ETF
IVV
iShares Core S&P 500 ETF
SPTM
SPDR® Portfolio S&P 1500 Composite Stock Market ETF
SPTM
SPDR® Portfolio S&P 1500 Composite Stock Market ETF
VTI
Vanguard Total Stock Market Index Fund ETF Shares
VTI
Vanguard Total Stock Market Index Fund ETF Shares
VV
Vanguard Large-Cap Index Fund ETF Shares
VV
Vanguard Large-Cap Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- Yahoo Finance
- Google Finance
- etf.com
- Morningstar
Disclaimers:
This information is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. 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.
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