Schwab Broad Market Etf Performance
| SCHB Etf | USD 21.69 0.46 2.17% |
The entity has a beta of 0.85, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Schwab Broad's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schwab Broad is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Schwab Broad Market has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest fragile performance, the Etf's technical indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the ETF investors. ...more
1 | Heartwood Wealth Advisors LLC Increases Stake in Schwab US Broad Market ETF | 01/10/2025 |
2 | Schwab US Broad Market ETF Shares Acquired by Capital Insight Partners LLC | 02/03/2025 |
3 | Kestra Private Wealth Services LLC Boosts Stock Holdings in Schwab US Broad Market ETF | 02/13/2025 |
4 | Callahan Advisors LLC Acquires 37,348 Shares of Schwab US Broad Market ETF | 02/18/2025 |
5 | Abacus Planning Group Inc. Acquires 21,303 Shares of Schwab US Broad Market ETF | 02/20/2025 |
6 | Schwab US Broad Market ETF Stock Holdings Boosted by Wealthstream Advisors Inc. | 02/24/2025 |
7 | Disciplined Investments LLC Purchases 41,247 Shares of Schwab US Broad Market ETF | 03/04/2025 |
8 | Schwab US Broad Market ETF is Blue Bell Private Wealth Management LLCs 5th Largest Position | 03/07/2025 |
9 | Donaldson Capital Management LLC Buys 95,584 Shares of Schwab US Broad Market ETF | 03/11/2025 |
10 | Summit X LLC Has 233,000 Position in Schwab US Broad Market ETF | 03/13/2025 |
| In Threey Sharp Ratio | 0.47 |
Schwab |
Schwab Broad Relative Risk vs. Return Landscape
If you would invest 2,339 in Schwab Broad Market on December 17, 2024 and sell it today you would lose (170.00) from holding Schwab Broad Market or give up 7.27% of portfolio value over 90 days. Schwab Broad Market is currently does not generate positive expected returns and assumes 1.0712% risk (volatility on return distribution) over the 90 days horizon. In different words, 9% of etfs are less volatile than Schwab, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Schwab Broad Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Broad's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Schwab Broad Market, and traders can use it to determine the average amount a Schwab Broad's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.112
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SCHB |
Estimated Market Risk
| 1.07 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.12 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Schwab Broad is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Schwab Broad by adding Schwab Broad to a well-diversified portfolio.
Schwab Broad Fundamentals Growth
Schwab Etf prices reflect investors' perceptions of the future prospects and financial health of Schwab Broad, and Schwab Broad fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Schwab Etf performance.
| Price To Earning | 19.65 X | |||
| Price To Book | 2.59 X | |||
| Price To Sales | 1.78 X | |||
| Total Asset | 18.91 B | |||
About Schwab Broad Performance
By analyzing Schwab Broad's fundamental ratios, stakeholders can gain valuable insights into Schwab Broad's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Schwab Broad has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Schwab Broad has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
To pursue its goal, the fund generally invests in stocks that are included in the index. Schwab US is traded on NYSEARCA Exchange in the United States.| Schwab Broad Market generated a negative expected return over the last 90 days | |
| Latest headline from thelincolnianonline.com: Summit X LLC Has 233,000 Position in Schwab US Broad Market ETF | |
| The fund maintains 99.89% of its assets in stocks |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab Broad Market. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in rate. You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
The market value of Schwab Broad Market is measured differently than its book value, which is the value of Schwab that is recorded on the company's balance sheet. Investors also form their own opinion of Schwab Broad's value that differs from its market value or its book value, called intrinsic value, which is Schwab Broad's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Schwab Broad's market value can be influenced by many factors that don't directly affect Schwab Broad's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Schwab Broad's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Broad is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Broad's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.