SCHB - ETF AI Analysis
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Schwab U.S. Broad Market ETF (SCHB)
SCHB’s rating reflects a broadly solid portfolio led by major tech names like Microsoft, Apple, and Alphabet, whose strong financial performance and growth in areas like cloud, AI, and services provide a strong foundation for the fund. Some holdings such as Tesla and Amazon face valuation concerns and short-term technical or cash flow challenges, which can slightly weigh on the overall assessment. The main risk is the fund’s meaningful concentration in large U.S. technology and AI-related companies, which could increase volatility if that sector faces a downturn.
SCHB vs. SPDR S&P 500 ETF (SPY)
- AUM
- 45.06B
- Region
- North America
- Expense Ratio
- 0.03%
- Beta
- 1.01
- Issuer
- Schwab
- Inception Date
- Nov 03, 2009
- Dividend Yield
- 1.06%
- Asset Class
- Equity
- Index Tracked
- Dow Jones US Broad Stock Market
SCHB Summary
SCHB is the Schwab U.S. Broad Market ETF, which follows the Dow Jones U.S. Broad Stock Market Index. It aims to give you exposure to almost the entire U.S. stock market in one investment, including small, medium, and large companies across many industries. Well-known holdings include Apple and Nvidia, along with other major tech and consumer brands. Someone might invest in SCHB to get simple, low-cost diversification and long-term growth tied to the overall U.S. economy. A key risk is that the fund can go up and down with the U.S. stock market, and it has significant exposure to technology companies.
How much will it cost me?
This ETF has an expense ratio of 0.03%, which means you’ll pay about $0.30 per year for every $1,000 invested. That’s much lower than the average ETF because SCHB is a passively managed fund that simply tracks a broad U.S. stock market index, keeping costs down.
What would affect this ETF?
Because this ETF owns a wide mix of U.S. stocks with a heavy tilt toward large technology and communication companies like Nvidia, Apple, Microsoft, and Alphabet, it could benefit from strong innovation, economic growth in the U.S., and stable or falling interest rates that support stock prices. On the downside, it could be hurt by higher interest rates, a U.S. recession, tighter regulations on big tech firms, or sector-specific setbacks in technology and consumer-related industries, which would weigh on many of its largest holdings.
SCHB Top 10 Holdings
SCHB is riding on the shoulders of Big Tech, with Nvidia, Apple, and Microsoft doing most of the heavy lifting. Apple and Microsoft have been steadily rising, while Nvidia’s longer-term strength is offset by some recent wobbling. Amazon adds another leg of support with solid, if unspectacular, gains. On the flip side, both Alphabet share classes have been lagging, acting like a mild headwind, and Meta’s mixed performance hasn’t helped. With a clear tilt toward U.S. technology and AI-related names, this is very much a bet on the broader American tech engine.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 6.93% | $3.12B | $4.93T | 0.86% | 76Outperform |
 AAPL | Apple | 6.83% | $3.07B | $5.03T | 26.98% | 79Outperform |
 MSFT | Microsoft | 5.28% | $2.38B | $3.88T | -0.73% | 79Outperform |
 AMZN | Amazon | 3.21% | $1.44B | $2.59T | 7.85% | 71Outperform |
 GOOGL | Alphabet Class A | 2.23% | $1.00B | $3.41T | -0.58% | 85Outperform |
 AVGO | Broadcom | 2.20% | $990.37M | $1.56T | -13.38% | 76Outperform |
 GOOG | Alphabet Class C | 1.80% | $809.79M | $3.41T | -1.31% | 82Outperform |
 META | Meta Platforms | 1.85% | $830.90M | $1.57T | -7.72% | 76Outperform |
 TSLA | Tesla | 1.52% | $685.82M | $1.58T | -9.15% | 73Outperform |
 MU | Micron | 1.41% | $636.58M | $1.00T | 294.96% | 79Outperform |
SCHB Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCHB, the sentiment is Negative. The current price of 29.07 is below the 20-day moving average (MA) of 29.59, below the 50-day MA of 29.51, and above the 200-day MA of 28.00, indicating a neutral trend. The MACD of -0.04 indicates Positive momentum. The RSI at 41.08 is Neutral, neither overbought nor oversold. The STOCH value of 63.94 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SCHB.
SCHB Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| SCHB | $29.07 | $32.00(10.08% Upside) | $45.06B | 0.03% | 73Outperform |
 VTI | $371.57 | $469.04(26.23% Upside) | $701.51B | 0.03% | 73Outperform |
 VIG | $247.76 | $284.53(14.84% Upside) | $116.49B | 0.04% | 73Outperform |
 ITOT | $164.93 | $204.90(24.23% Upside) | $97.26B | 0.03% | 73Outperform |
 DFAC | $44.89 | $54.70(21.86% Upside) | $49.92B | 0.17% | 72Outperform |
 QUAL | $222.49 | $266.24(19.66% Upside) | $48.56B | 0.15% | 75Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SCHB | Schwab U.S. Broad Market ETF | 29.07 | 3.06 | 11.78% | |
| VTI | Vanguard Total Stock Market ETF | 371.57 | 39.56 | 11.92% | |
| VIG | Vanguard Dividend Appreciation ETF | 247.76 | 35.24 | 16.58% | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | 164.93 | 17.42 | 11.81% | |
| DFAC | Dimensional U.S. Core Equity 2 ETF | 44.89 | 6.23 | 16.10% | |
| QUAL | iShares MSCI USA Quality Factor ETF | 222.49 | 28.25 | 14.55% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.