(SCHB) Schwab U.S. Broad Market - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US8085241029 • Large Blend

SCHB: Equities, Stocks, Index

The Schwab U.S. Broad Market ETF (SCHB) is designed to track the performance of the largest 2,500 publicly traded U.S. companies, providing exposure to a broad spectrum of the domestic equity market. The fund primarily invests in stocks included in its underlying index, which represents approximately 85% of the U.S. equity markets total capitalization. By maintaining at least 90% of its net assets in these index stocks, the ETF ensures high fidelity to the benchmark. Up to 10% of its net assets may be allocated to non-index securities, allowing for minor tactical adjustments. This ETF is structured as a cost-efficient vehicle for investors seeking diversified exposure to large-cap U.S. equities.

As of the latest data, SCHB has an average trading volume of 5,315,500 shares over the past 20 days, with a last price of $19.79. Its short-term moving averages (SMA 20: $20.81, SMA 50: $21.84) and long-term SMA 200 ($22.06) all reside above its current price, indicating a recent downtrend. The ATR of 0.62 reflects moderate price volatility. With an AUM of $27.83 billion, SCHB is one of the largest ETFs in its category, underscoring its liquidity and stability.

Based on the provided data, here is a 3-month forecast: - Technical Outlook: The ETFs price is below its SMA 20, SMA 50, and SMA 200, suggesting bearish momentum. The ATR of 0.62 indicates moderate volatility, which could lead to further downside if the trend persists. - Fundamental Outlook: With an AUM of $27.83 billion, SCHB is well-supported by investor demand, which may limit significant declines. However, the broader market conditions will likely dictate its performance. - Expected Range: $18.50 to $21.00 over the next 3 months, assuming no major market disruptions.

Additional Sources for SCHB ETF

SCHB ETF Overview

Market Cap in USD 28,471m
Category Large Blend
TER 0.03%
IPO / Inception 2009-11-03

SCHB ETF Ratings

Growth Rating 71.7
Fundamental -
Dividend Rating 46.3
Rel. Strength -0.7
Analysts -
Fair Price Momentum 19.74 USD
Fair Price DCF -

SCHB Dividends

Dividend Yield 12m 1.32%
Yield on Cost 5y 2.75%
Annual Growth 5y 2.69%
Payout Consistency 93.1%

SCHB Growth Ratios

Growth Correlation 3m -88.7%
Growth Correlation 12m 53.5%
Growth Correlation 5y 79.2%
CAGR 5y 15.61%
CAGR/Max DD 5y 0.61
Sharpe Ratio 12m 1.04
Alpha -0.89
Beta 1.013
Volatility 37.31%
Current Volume 4266.8k
Average Volume 20d 4749.3k
What is the price of SCHB stocks?
As of May 01, 2025, the stock is trading at USD 21.35 with a total of 4,266,833 shares traded.
Over the past week, the price has changed by +3.59%, over one month by -0.84%, over three months by -8.34% and over the past year by +11.09%.
Is Schwab U.S. Broad Market a good stock to buy?
Yes. Based on ValueRay Analyses, Schwab U.S. Broad Market (NYSE ARCA:SCHB) is currently (May 2025) a good stock to buy. It has a ValueRay Growth Rating of 71.68 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SCHB as of May 2025 is 19.74. This means that SCHB is currently overvalued and has a potential downside of -7.54%.
Is SCHB a buy, sell or hold?
Schwab U.S. Broad Market has no consensus analysts rating.
What are the forecast for SCHB stock price target?
According to ValueRays Forecast Model, SCHB Schwab U.S. Broad Market will be worth about 22.7 in May 2026. The stock is currently trading at 21.35. This means that the stock has a potential upside of +6.28%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 22.7 6.3%