Morningstar

Schwab Fundamental U.S. Broad Market ETF FNDB

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

Morningstar’s Analysis FNDB

Will FNDB 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 FNDB’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FNDB 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 FNDB’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Schwab Fundamental U.S. Broad Market ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FNDB

More FNDB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

4.40 62M
Technology

Microsoft Corp

2.15 30M
Technology

ExxonMobil Holdings Corp

2.09 29M
Energy

Alphabet Inc Class A

1.77 25M
Communication Services

Amazon.com Inc

1.66 23M
Consumer Cyclical

UnitedHealth Group Inc

1.50 21M
Healthcare

JPMorgan Chase & Co

1.49 21M
Financial Services

Berkshire Hathaway Inc Class B

1.47 21M
Financial Services

Intel Corp

1.47 21M
Technology

Alphabet Inc Class C

1.42 20M
Communication Services

Sponsor Center