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SCHB

Schwab U.S. Broad Market ETF
1W: -0.4% 1M: -5.3% 3M: -5.2% YTD: -4.6% 1Y: +18.2% 3Y: +69.2% 5Y: +70.7%
$25.33
+0.03 (+0.12%)
After Hours: $25.57 (+0.25, +0.97%)
Weekly Expected Move ±2.2%
$23 $24 $24 $25 $26
ETF AMEX · AUM $39.0B
ETF-Level Metrics
AUM$39.0B
Holdings2,393
Top 10 Wt32.0%
Beta1.04
% Profitable70%
Coverage98%
Portfolio Valuation
P/E32.4
P/B11.8
P/S7.7
EV/EBITDA22.2
P/FCF41.6
PEG1.26
Profitability & Returns
Gross Margin51.9%
Net Margin23.6%
ROE40.5%
ROA12.6%
ROIC32.7%
Div Yield1.24%
Leverage & Liquidity
Debt/Equity0.60
Debt/Assets0.19
Net Debt/EBITDA0.1x
Interest Cov12.0x
Current Ratio1.11
Quick Ratio1.03
Growth (YoY)
Revenue+16.5%
Net Income+29.9%
EPS+30.9%
FCF+28.5%
EBITDA+26.1%
Rev CAGR 3Y+14.5%
Quality Scores
Piotroski F6.8
Altman Z13.14
IS Quality75.0
IS Overall63.4
IS Value45.8
Median P/E14.6

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 358 32.1% 32.7
Financial Services 381 11.2% 13.7
Healthcare 400 9.9% 7.2
Consumer Cyclical 285 9.8% 26.0
Communication Services 87 9.6% 8.3
Industrials 353 9.6% 54.7
Consumer Defensive 108 5.0% -16.9
Energy 113 4.1% 32.3
Utilities 67 2.9% 22.2
Real Estate 163 2.4% 29.8
Basic Materials 87 2.2% -8.6
Other 11 1.4%

Smart Money Overlap

96 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 2.34% 4 Bullish 1 10 -2.2%
META Meta Platforms, Inc. 1.98% 4 Bullish 42 14 -3.2%
JPM JPMorgan Chase & Co. 1.25% 4 Bullish 14 9 +0.2%
JNJ Johnson & Johnson 0.92% 4 Bullish 12 2 +0.4%
WMT Walmart Inc. 0.87% 4 Bullish 22 3 +1.2%
NFLX Netflix, Inc. 0.66% 4 Bullish 71 13 +3.2%
ABBV AbbVie Inc. 0.58% 4 Bullish 15 1 -4.0%
HD The Home Depot, Inc. 0.50% 4 Bullish 11 11 -3.3%
CSCO Cisco Systems, Inc. 0.49% 4 Bullish 5 6 +0.1%
MRK Merck & Co., Inc. 0.47% 4 Bullish 11 2 +2.1%
RTX RTX Corporation 0.41% 4 Bullish 18 3 +0.2%
UNH UnitedHealth Group Incorporated 0.39% 4 Bullish 7 5 -1.7%
GEV GE Vernova Inc. 0.38% 4 Bullish 8 7 +2.9%
INTC Intel Corporation 0.37% 4 Bullish 2 2 +10.5%
LIN Linde plc 0.37% 4 Bullish 10 3 +4.3%
IBM International Business Machines Corporation 0.36% 4 Bullish 10 8 +2.5%
C Citigroup Inc. 0.32% 4 Bullish 35 9 -0.1%
T AT&T Inc. 0.31% 4 Bullish 28 5 -2.3%
CRM Salesforce, Inc. 0.28% 4 Bullish 10 5 -4.2%
DIS The Walt Disney Company 0.27% 4 Bullish 29 3 +0.3%
Showing 50 of 2413 holdings · Page 1 of 49
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA CORP NVDA 6.78% $2.5B 14,230,568 35.9 $4.3T Technology
2 APPLE INC AAPL 5.91% $2.2B 8,597,586 32.0 $3.8T Technology
3 MICROSOFT CORP MSFT 4.36% $1.6B 4,348,549 23.3 $2.8T Technology
4 AMAZON COM INC AMZN 3.22% $1.2B 5,720,779 28.9 $2.3T Consumer Cyclical
5 ALPHABET INC CLASS A GOOGL 2.71% $1.0B 3,409,421 27.0 $3.6T Communication Services
6 BROADCOM INC AVGO 2.34% $873.8M 2,776,566 59.7 $1.5T Technology
7 ALPHABET INC CLASS C GOOG 2.16% $806.9M 2,738,761 27.0 $3.6T Communication Services
8 META PLATFORMS INC CLASS A META 1.98% $736.2M 1,280,817 24.0 $1.4T Communication Services
9 TESLA INC TSLA 1.59% $594.3M 1,647,127 307.1 $1.4T Consumer Cyclical
10 BERKSHIRE HATHAWAY INC CLASS B Private 1.38% $512.9M 1,073,835
11 JPMORGAN CHASE JPM 1.25% $465.4M 1,578,900 14.4 $794.5B Financial Services
12 ELI LILLY LLY 1.17% $434.3M 463,995 40.7 $884.0B Healthcare
13 EXXON MOBIL CORP XOM 1.06% $393.5M 2,447,301 24.1 $669.5B Energy
14 JOHNSON & JOHNSON JNJ 0.92% $343.2M 1,411,211 22.0 $585.7B Healthcare
15 WALMART INC WMT 0.87% $323.1M 2,567,109 45.8 $1.0T Consumer Defensive
16 VISA INC CLASS A V 0.79% $296.3M 984,518 27.7 $580.0B Financial Services
17 COSTCO WHOLESALE CORP COST 0.71% $264.1M 260,035 52.7 $450.3B Consumer Defensive
18 NETFLIX INC NFLX 0.66% $244.2M 2,473,404 38.0 $418.1B Communication Services
19 MICRON TECHNOLOGY INC MU 0.65% $241.5M 659,090 17.1 $413.0B Technology
20 MASTERCARD INC CLASS A MA 0.63% $235.5M 477,008 29.6 $440.4B Financial Services
21 CHEVRON CORP CVX 0.59% $218.5M 1,097,734 32.2 $397.7B Energy
22 ABBVIE INC ABBV 0.58% $216.3M 1,035,147 88.0 $369.2B Healthcare
23 ADVANCED MICRO DEVICES INC AMD 0.56% $207.9M 955,220 81.8 $354.6B Technology
24 PALANTIR TECHNOLOGIES INC CLASS A PLTR 0.53% $198.7M 1,337,957 218.1 $340.2B Technology
25 CATERPILLAR INC CAT 0.52% $195.4M 272,323 37.7 $335.6B Industrials
26 PROCTER & GAMBLE PG 0.52% $194.9M 1,361,327 21.1 $334.4B Consumer Defensive
27 BANK OF AMERICA CORP BAC 0.52% $192.0M 3,886,050 11.9 $354.4B Financial Services
28 HOME DEPOT INC HD 0.50% $187.6M 583,086 22.6 $320.3B Consumer Cyclical
29 CISCO SYSTEMS INC CSCO 0.49% $183.0M 2,314,508 28.2 $312.2B Technology
30 MERCK & CO INC MRK 0.47% $175.8M 1,453,495 16.5 $298.8B Healthcare
31 COCA-COLA KO 0.47% $174.1M 2,267,627 25.2 $330.0B Consumer Defensive
32 GE AEROSPACE GE 0.46% $173.0M 615,120 34.5 $296.6B Industrials
33 APPLIED MATERIAL INC AMAT 0.43% $162.0M 464,755 35.3 $276.5B Technology
34 LAM RESEARCH CORP LRCX 0.43% $159.8M 731,238 44.3 $272.8B Technology
35 RTX CORP RTX 0.41% $154.6M 787,499 39.2 $263.4B Industrials
36 GOLDMAN SACHS GROUP INC GS 0.41% $151.7M 175,657 15.7 $256.1B Financial Services
37 UNITEDHEALTH GROUP INC UNH 0.39% $147.1M 530,409 20.9 $251.7B Healthcare
38 WELLS FARGO WFC 0.39% $146.2M 1,812,316 12.0 $248.7B Financial Services
39 ORACLE CORP ORCL 0.39% $145.5M 993,257 25.8 $421.0B Technology
40 PHILIP MORRIS INTERNATIONAL INC PM 0.39% $144.2M 911,563 21.7 $246.1B Consumer Defensive
41 GE VERNOVA INC GEV 0.38% $141.9M 157,813 50.0 $243.8B Utilities
42 INTEL CORPORATION CORP INTC 0.37% $138.5M 2,748,295 -916.3 $251.6B Technology
43 LINDE PLC LIN 0.37% $137.4M 273,282 33.8 $232.9B Basic Materials
44 INTERNATIONAL BUSINESS MACHINES CO IBM 0.36% $135.9M 547,362 21.9 $232.8B Technology
45 MCDONALDS CORP MCD 0.34% $128.2M 417,200 25.6 $219.2B Consumer Cyclical
46 PEPSICO INC PEP 0.34% $125.8M 800,997 26.1 $214.6B Consumer Defensive
47 VERIZON COMMUNICATIONS INC VZ 0.33% $122.0M 2,469,255 12.2 $208.4B Communication Services
48 CITIGROUP INC C 0.32% $117.9M 1,022,736 14.7 $201.6B Financial Services
49 MORGAN STANLEY MS 0.31% $117.0M 705,148 15.4 $263.2B Financial Services
50 KLA CORP KLAC 0.31% $116.4M 76,712 43.8 $199.3B Technology
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms