Morningstar

Schwab U.S. Broad Market ETF™ SCHB

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis SCHB

Will SCHB outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCHB’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCHB management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SCHB’s parent organization’s priorities and whether they’re in line with investors’ interests.

Excellent exposure to US stocks.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

Schwab US Broad Market ETF accurately represents the large-cap US stock market, allowing its low fee and efficient portfolio to carve out a long-term edge.

by Brendan McCann
Rated on Published on

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Portfolio Holdings SCHB

More SCHB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.94 3B
Technology

Apple Inc

6.89 3B
Technology

Microsoft Corp

5.29 2B
Technology

Amazon.com Inc

3.31 1B
Consumer Cyclical

Alphabet Inc Class A

2.55 1B
Communication Services

Broadcom Inc

2.08 923M
Technology

Alphabet Inc Class C

2.05 910M
Communication Services

Meta Platforms Inc Class A

1.92 855M
Communication Services

Tesla Inc

1.43 633M
Consumer Cyclical

Eli Lilly and Co

1.38 614M
Healthcare

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