Schwab US Broad Market ETFSCHB
SCHB
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
5,794% more repeat investments, than reductions
Existing positions increased: 1,002 | Existing positions reduced: 17
1,628% more call options, than puts
Call options by funds: $8.07M | Put options by funds: $467K
210% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 40
23% more capital invested
Capital invested by funds: $10.2B [Q3] → $12.6B (+$2.4B) [Q4]
6% more funds holding
Funds holding: 1,084 [Q3] → 1,149 (+65) [Q4]
4% more funds holding in top 10
Funds holding in top 10: 129 [Q3] → 134 (+5) [Q4]
5.22% less ownership
Funds ownership: 33.78% [Q3] → 28.57% (-5.22%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for SCHB.
Financial journalist opinion
Negative
Seeking Alpha
2 weeks ago
Small Cap Tilt Means SCHB Will Underperform Large Cap Blends
SCHB offers broad market exposure with low expenses, but lags in liquidity compared to larger peers like SPY and VOO. SCHB's small-cap allocation provides growth potential but adds volatility, making it less attractive in high-interest rate environments. Sector exposure in SCHB is tech-heavy, similar to S&P 500 funds, but its small-cap tilt leads to underperformance.
Positive
Zacks Investment Research
3 weeks ago
Bet On Broader Market ETFs to Play a Three-Year High CEO Confidence
The Conference Board's measure of CEO confidence rose by nine points in the first quarter of 2025, reaching a reading of 60 -- the highest level since 2022.
Positive
The Motley Fool
1 month ago
2 Low-Cost ETFs With More Than 2,400 Holdings That You Can Buy and Hold for Decades
One of the easiest, most effective ways to invest in stocks is by using exchange-traded funds (ETFs) that give you a broad position in the entire market. Just holding on to these types of ETFs for the long haul can help you grow your portfolio in the years ahead.
Neutral
The Motley Fool
1 month ago
2 Ultra-Low-Cost ETFs That Can Help Build Up Your Retirement Portfolio
Fees can add up significantly over time and lead to worse returns for your investments. Did you know that on a $50,000 investment, the difference between earning a 9% return versus a 10% return can add up to more than $209,000 over a period of 30 years?
Positive
24/7 Wall Street
2 months ago
3 Top Schwab ETFs to Buy in 2025
Schwab exchange-traded funds (ETFs) are among the most prominent investing vehicles long-term passive investors can use to gain exposure to the market.
Negative
Seeking Alpha
5 months ago
SCHB: The Risks Outweigh The Prospects
SCHB offers low-cost broad-market exposure and has a strong historical performance with a 12.78% annual return over the last decade, closely tracking its index. Current risks include high tech stock concentration, elevated valuation metrics, and potential market corrections due to ongoing Fed policy changes. Consider defensive alternatives like large-cap value or equal-weighted ETFs to mitigate volatility in the current market environment.
Neutral
Business Wire
5 months ago
Schwab Asset Management Announces ETF Share Splits
WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Asset Management®, the asset management arm of The Charles Schwab Corporation, today announced forward share splits on 20 Schwab ETFs. Forward ETF share splits increase the number of shares outstanding and decrease the Net Asset Value (NAV) per share. The share splits will not change the total value of a shareholder's investment. The ETF share splits will apply to shareholders of record as of the close of US markets on October 9, 2024, payable after the.
Positive
Invezz
6 months ago
Love the SCHD ETF? SCHK, SCHB, SCHX, and HYT are good too
The Schwab US Dividend Equity (SCHD) ETF has had robust inflows this year as it moved to its all-time high. Its total returns this year stood at almost 10%, meaning that it has lagged the performance of the mainstream funds that track the S&P 500 and Nasdaq 100 indices.
Neutral
Seeking Alpha
8 months ago
SCHB: Reliable, But Has Expensive Valuation
2024 is likely to be a year of overperformance led by technology mega-caps. SCHB offers wide exposure to the stock market with low expense ratio, yet high concentration in mega-cap technology stocks. Concentration in mega-caps poses risks for broad-market ETF investors, alternative diversification options should be considered.
Neutral
24/7 Wall Street
10 months ago
Where to Invest $20,000 Right Now
Have $20,000 and wondering where to invest it? The answer isn't the same for everyone.
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