(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.
Additional Sources for SCHB ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
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 |
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%.
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%.
Schwab U.S. Broad Market has no consensus analysts rating.
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% |