SCHB
Schwab U.S. Broad Market ETFSCHB Fund Description
SCHB tracks a cap-weighted index of the largest 2,500 stocks in the US.
SCHB Factset Analytics Insight
SCHB is a fund that delivers well-balanced exposure to the US equity market. The fund tracks the Dow Jones US Broad Stock Market Index, and SCHB's limited optimization of its index does not result in any material portfolio differences. Indeed, the fund's average market cap, industry weightings and fundamental ratios are essentially the same as our neutral MSCI benchmark. The fund provides easy access to 2,500 of the largest publicly traded US companies of all market capitalizations. The index is float-adjusted market-cap-weighted, providing representative broad market exposure and reconstituted annually in September. Rebalancing of the underlying holdings occurs quarterly.
SCHB MSCI ESG Analytics Insight
Schwab U.S. Broad Market ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.40 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Schwab U.S. Broad Market ETF ranks in the 36th percentile within its peer group and in the 31st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SCHB MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
SCHB Summary Data
SCHB Portfolio Data
SCHB Index Data
SCHB Portfolio Management
SCHB Tax Exposures
SCHB Fund Structure
SCHB Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SCHB. SCHB is rated a 5 out of 5.
SCHB Tradability
SCHB Sector/Industry Breakdown
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SCHB Top 10 Holdings[View All]
SCHB Countries
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SCHB Regions
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SCHB Economic Development
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SCHB Performance Statistics
SCHB MSCI ESG Ratings
SCHB Benchmark Comparison Summary
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SCHB Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.