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SCHB

Schwab U.S. Broad Market ETF
1W: -0.7% 1M: +4.0% 3M: +7.4% YTD: +8.7% 1Y: +26.1% 3Y: +86.4% 5Y: +81.9%
$28.73
+0.13 (+0.45%)
 
Weekly Expected Move ±1.5%
$28 $28 $28 $29 $29
ETF AMEX · AUM $41.2B
ETF-Level Metrics
AUM$41.2B
Holdings2,403
Top 10 Wt34.9%
Beta1.04
% Profitable69%
Coverage99%
Portfolio Valuation
P/E37.0
P/B14.8
P/S9.4
EV/EBITDA26.2
P/FCF51.3
PEG1.04
Profitability & Returns
Gross Margin54.2%
Net Margin25.3%
ROE44.3%
ROA14.6%
ROIC34.5%
Div Yield1.09%
Leverage & Liquidity
Debt/Equity0.57
Debt/Assets0.19
Net Debt/EBITDA0.0x
Interest Cov14.2x
Current Ratio1.13
Quick Ratio1.06
Growth (YoY)
Revenue+19.2%
Net Income+35.1%
EPS+35.6%
FCF+28.6%
EBITDA+28.4%
Rev CAGR 3Y+15.8%
Quality Scores
Piotroski F7.0
Altman Z13.76
IS Quality76.5
IS Overall65.2
IS Value46.5
Median P/E15.0

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 358 36.1% 94.6
Financial Services 388 10.5% 12.8
Communication Services 93 9.9% 6.2
Consumer Cyclical 274 9.6% 9.6
Industrials 353 8.9% 62.8
Healthcare 398 8.8% 0.3
Consumer Defensive 109 4.6% 15.3
Energy 112 3.7% 9.5
Utilities 68 2.5% 44.5
Real Estate 160 2.3% 15.7
Basic Materials 89 1.9% 12.6
Other 9 1.3%

Smart Money Overlap

60 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
CAT Caterpillar Inc. 0.57% 4 Bullish 1 4 +0.6%
IBM International Business Machines Corporation 0.29% 4 Bullish 3 9 +5.7%
PANW Palo Alto Networks, Inc. 0.28% 4 Bullish 2 5 +60.4%
BA The Boeing Company 0.24% 4 Bullish 3 4 -1.4%
CARR Carrier Global Corporation 0.07% 4 Bullish 1 3 -6.3%
PRU Prudential Financial, Inc. 0.05% 4 Bullish 3 1 +0.8%
WAT Waters Corporation 0.05% 4 Bullish 2 1 +5.5%
HBAN Huntington Bancshares Incorporated 0.04% 4 Bullish 12 1 -3.8%
IFF International Flavors & Fragrances Inc. 0.03% 4 Bullish 7 2 +8.8%
GPN Global Payments Inc. 0.02% 4 Bullish 3 2 +6.8%
BRO Brown & Brown, Inc. 0.02% 4 Bullish 1 4 +0.8%
APG APi Group Corporation 0.02% 4 Bullish 3 5 -1.3%
SGI Somnigroup International Inc 0.02% 4 Bullish 2 4 -9.5%
GBCI Glacier Bancorp, Inc. 0.01% 4 Bullish 1 1 -0.1%
EPAM EPAM Systems, Inc. 0.01% 4 Bullish 6 1 -9.7%
WHR Whirlpool Corporation 0.00% 4 Bullish 1 2 -21.3%
MU Micron Technology, Inc. 1.15% 3 Bullish 3 4 +133.4%
INTC Intel Corporation 0.78% 3 Bullish 1 1 +182.0%
NOW ServiceNow, Inc. 0.15% 3 Bullish 2 9 +14.7%
ELV Elevance Health Inc. 0.12% 3 Bullish 1 2 +38.6%
Showing 50 of 2411 holdings · Page 1 of 49
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA CORP NVDA 7.59% $3.2B 14,358,749 32.8 $5.2T Technology
2 APPLE INC AAPL 6.20% $2.6B 8,674,725 37.1 $4.5T Technology
3 MICROSOFT CORP MSFT 4.37% $1.8B 4,387,504 24.8 $3.1T Technology
4 AMAZON COM INC AMZN 3.62% $1.5B 5,772,418 31.5 $2.9T Consumer Cyclical
5 ALPHABET INC CLASS A GOOGL 3.17% $1.3B 3,440,097 28.9 $4.6T Communication Services
6 BROADCOM INC AVGO 2.77% $1.2B 2,801,482 78.6 $2.0T Technology
7 ALPHABET INC CLASS C GOOG 2.52% $1.1B 2,763,398 28.9 $4.6T Communication Services
8 META PLATFORMS INC CLASS A META 1.85% $782.4M 1,292,258 21.9 $1.5T Communication Services
9 TESLA INC TSLA 1.64% $693.8M 1,661,544 355.4 $1.6T Consumer Cyclical
10 BERKSHIRE HATHAWAY INC CLASS B Private 1.23% $521.5M 1,083,584
11 MICRON TECHNOLOGY INC MU 1.15% $487.1M 665,015 35.0 $846.9B Technology
12 JPMORGAN CHASE JPM 1.14% $481.6M 1,593,655 14.5 $820.9B Financial Services
13 ELI LILLY LLY 1.13% $477.4M 468,210 37.7 $1.0T Healthcare
14 ADVANCED MICRO DEVICES INC AMD 1.02% $431.5M 963,488 152.2 $762.3B Technology
15 EXXON MOBIL CORP XOM 0.91% $386.3M 2,470,043 25.6 $642.1B Energy
16 WALMART INC WMT 0.80% $339.3M 2,591,127 41.6 $958.7B Consumer Defensive
17 INTEL CORPORATION CORP INTC 0.78% $330.1M 2,772,669 -191.9 $602.3B Technology
18 VISA INC CLASS A V 0.78% $328.8M 993,330 28.3 $630.4B Financial Services
19 JOHNSON & JOHNSON JNJ 0.77% $327.1M 1,425,287 27.2 $564.1B Healthcare
20 COSTCO WHOLESALE CORP COST 0.67% $281.9M 262,312 53.4 $456.2B Consumer Defensive
21 CISCO SYSTEMS INC CSCO 0.63% $266.8M 2,331,980 39.8 $475.6B Technology
22 CATERPILLAR INC CAT 0.57% $240.0M 274,867 43.3 $405.3B Industrials
23 MASTERCARD INC CLASS A MA 0.57% $239.9M 481,269 28.5 $440.5B Financial Services
24 ABBVIE INC ABBV 0.52% $221.8M 1,043,896 105.1 $381.1B Healthcare
25 NETFLIX INC NFLX 0.52% $219.9M 2,494,117 28.0 $373.1B Communication Services
26 LAM RESEARCH CORP LRCX 0.51% $215.6M 737,450 56.9 $381.9B Technology
27 CHEVRON CORP CVX 0.50% $211.9M 1,106,952 34.4 $381.3B Energy
28 UNITEDHEALTH GROUP INC UNH 0.49% $205.4M 535,604 29.4 $352.8B Healthcare
29 BANK OF AMERICA CORP BAC 0.48% $201.1M 3,923,274 11.9 $367.6B Financial Services
30 APPLIED MATERIAL INC AMAT 0.47% $200.4M 469,044 40.3 $343.0B Technology
31 PROCTER & GAMBLE PG 0.46% $195.7M 1,372,958 20.9 $336.3B Consumer Defensive
32 ORACLE CORP ORCL 0.45% $188.6M 1,001,649 33.8 $552.4B Technology
33 COCA-COLA KO 0.44% $186.7M 2,287,344 25.6 $350.6B Consumer Defensive
34 GE AEROSPACE GE 0.44% $186.2M 619,900 36.3 $316.4B Industrials
35 PALANTIR TECHNOLOGIES INC CLASS A PLTR 0.44% $185.2M 1,349,286 143.6 $314.3B Technology
36 HOME DEPOT INC HD 0.43% $182.7M 587,930 22.2 $311.8B Consumer Cyclical
37 GOLDMAN SACHS GROUP INC GS 0.41% $174.2M 177,221 16.8 $294.0B Financial Services
38 PHILIP MORRIS INTERNATIONAL INC PM 0.41% $173.6M 919,660 26.6 $294.6B Consumer Defensive
39 MERCK & CO INC MRK 0.39% $166.0M 1,467,855 33.9 $302.3B Healthcare
40 TEXAS INSTRUMENT INC TXN 0.39% $163.5M 535,800 52.4 $281.4B Technology
41 GE VERNOVA INC GEV 0.39% $163.4M 159,339 29.8 $279.1B Utilities
42 KLA CORP KLAC 0.34% $141.7M 77,401 52.9 $246.7B Technology
43 MORGAN STANLEY MS 0.33% $140.7M 710,900 17.4 $317.1B Financial Services
44 LINDE PLC LIN 0.33% $139.8M 275,677 33.7 $239.4B Basic Materials
45 RTX CORP RTX 0.33% $139.0M 794,509 32.9 $238.4B Industrials
46 WELLS FARGO WFC 0.33% $138.7M 1,828,570 11.2 $233.8B Financial Services
47 CITIGROUP INC C 0.31% $129.0M 1,032,952 13.6 $214.5B Financial Services
48 QUALCOMM INC QCOM 0.30% $127.7M 630,163 25.6 $251.0B Technology
49 INTERNATIONAL BUSINESS MACHINES CO IBM 0.29% $124.3M 552,159 22.2 $238.6B Technology
50 SANDISK CORP SNDK 0.29% $121.5M 87,171 48.6 $219.0B Technology
1 2 3 ... 49 Next →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms