Schwab US Broad Market ETFSCHB
SCHB
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
691% more call options, than puts
Call options by funds: $10.8M | Put options by funds: $1.37M
19% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 58
15% more repeat investments, than reductions
Existing positions increased: 439 | Existing positions reduced: 383
1% more funds holding
Funds holding: 1,060 [Q2] → 1,071 (+11) [Q3]
4% more capital invested
Capital invested by funds: $9.78B [Q2] → $10.2B (+$409M) [Q3]
0.87% less ownership
Funds ownership: 34.45% [Q2] → 33.58% (-0.87%) [Q3]
2% less funds holding in top 10
Funds holding in top 10: 130 [Q2] → 128 (-2) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for SCHB.
Financial journalist opinion
Positive
24/7 Wall Street
3 days 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
2 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
2 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
3 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
5 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
7 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.
Positive
The Motley Fool
7 months ago
What Are the Safest ETFs to Buy Right Now? And How Much Can You Earn From Them?
ETFs are well-diversified, low-maintenance investments. Broad-market funds are one of the safest types of ETF.
Neutral
Seeking Alpha
8 months ago
SCHB: Nothing Special As A Total Stock Market Proxy
Schwab U.S. Broad Market ETF™ is a branded ETF created by Schwab to keep clients in their own funds. The SCHB ETF offers low-cost exposure to around 2,500 publicly traded U.S. companies, with a diversified portfolio spread across multiple sectors. While SCHB is a viable option for investors seeking exposure to the U.S. stock market, it lacks differentiation compared to other broad market ETFs.
Neutral
Seeking Alpha
11 months ago
SCHB: Worth Holding, But I Prefer Two Other Total Market ETFs
Schwab's U.S. Broad Market ETF is a low-cost option for capturing the returns of the total market with broad diversification. Vanguard's Total Stock Market Index Fund ETF offers a higher dividend yield and maximum diversification, making it a more favorable option for investors. SPDR Portfolio S&P 1500 Composite Stock Market ETF has slightly higher long-term performance and is another ETF to consider.
Positive
Seeking Alpha
11 months ago
SCHB: This ETF Looks Set To Take A Break
Total market ETFs like SCHB offer exposure to a broad segment of the stock market but may underperform the S&P 500 Index. SCHB is issued by Charles Schwab Asset Management and has minimal concentration risk with approximately 2500 holdings. SCHB's expense ratio and number of holdings are lower compared to its peers, but it may have positive investor sentiment and inflows.
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