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Schwab Fundamental US Broad Market ETF FNDB

Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis FNDB

Will FNDB outperform in future?

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

A strong management team and sound investment process underpin Schwab Fundamental US Broad Market ETF's Morningstar Medalist Rating of Silver.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings FNDB

  • Current Portfolio Date
  • Equity Holdings 1689
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 19.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.01
21,098,308
Technology
2.42
12,706,497
Technology
2.20
11,598,023
Financial Services
1.92
10,102,742
Energy
1.89
9,930,069
Communication Services
1.77
9,303,483
Financial Services
1.41
7,411,089
Technology
1.27
6,700,434
Energy
1.22
6,428,546
Communication Services
1.21
6,356,825
Consumer Cyclical