Schwab Fundamental Broad Etf Profile
| FNDB Etf | USD 64.06 0.64 1.01% |
Performance8 of 100
| Odds Of DistressLess than 9
|
Schwab Fundamental is trading at 64.06 as of the 24th of April 2024, a 1.01% increase since the beginning of the trading day. The etf's open price was 63.42. Schwab Fundamental has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for Schwab Fundamental Broad are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of January 2024 and ending today, the 24th of April 2024. Click here to learn more.
The fund will invest at least 90 percent of its net assets in stocks included in the index. Schwab Fundamental is traded on NYSEARCA Exchange in the United States. More on Schwab Fundamental Broad
Moving together with Schwab Etf
| 0.88 | VTV | Vanguard Value Index | PairCorr |
| 0.89 | VYM | Vanguard High Dividend | PairCorr |
| 0.99 | IWD | iShares Russell 1000 | PairCorr |
| 0.99 | DGRO | iShares Core Dividend | PairCorr |
| 0.99 | IVE | iShares SP 500 | PairCorr |
| 0.93 | DVY | iShares Select Dividend | PairCorr |
| 0.99 | SPYV | SPDR Portfolio SP | PairCorr |
Schwab Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Schwab Fundamental's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Schwab Fundamental or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Business Concentration | Large Value, Schwab ETFs (View all Sectors) |
| Country Name | USA |
| Returns Y T D | 3.51 |
| Name | Schwab Fundamental U.S. Broad Market Index ETF |
| Currency Code | USD |
| In Threey Volatility | 17.02 |
| 1y Volatility | 14.52 |
| 200 Day M A | 59.2958 |
| 50 Day M A | 64.0098 |
| Code | FNDB |
| Updated At | 23rd of April 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.53 |
| Type | ETF |
Schwab Fundamental Broad [FNDB] is traded in USA and was established 2013-08-15. The fund is listed under Large Value category and is part of Schwab ETFs family. Schwab Fundamental Broad currently have 402.65 M in assets under management (AUM). , while the total return for the last 3 years was 8.1%.
Check Schwab Fundamental Probability Of Bankruptcy
Top Schwab Fundamental Broad Etf Constituents
| PG | Procter Gamble | Stock | Consumer Staples |
| JPM | JPMorgan Chase Co | Stock | Financials |
| XOM | Exxon Mobil Corp | Stock | Energy |
| WMT | Walmart | Stock | Consumer Staples |
| WFC | Wells Fargo | Stock | Financials |
| VZ | Verizon Communications | Stock | Communication Services |
| T | ATT Inc | Stock | Communication Services |
Schwab Fundamental Broad Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Schwab Fundamental market risk premium is the additional return an investor will receive from holding Schwab Fundamental long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Schwab Fundamental. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Schwab Fundamental's alpha and beta are two of the key measurements used to evaluate Schwab Fundamental's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0663 | |||
| Jensen Alpha | 0.0507 | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.03) |
Schwab Fundamental Against Markets
Picking the right benchmark for Schwab Fundamental etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Schwab Fundamental etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Schwab Fundamental is critical whether you are bullish or bearish towards Schwab Fundamental Broad at a given time. Please also check how Schwab Fundamental's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Schwab Fundamental without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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SectorsList of equity sectors categorizing publicly traded companies based on their primary business activities |
| All Next | Launch Module |
How to buy Schwab Etf?
Before investing in Schwab Fundamental, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Schwab Fundamental. To buy Schwab Fundamental etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Schwab Fundamental. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Schwab Fundamental etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Schwab Fundamental Broad etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Schwab Fundamental Broad etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Schwab Fundamental Broad, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Schwab Etf please use our How to Invest in Schwab Fundamental guide.
Already Invested in Schwab Fundamental Broad?
The danger of trading Schwab Fundamental Broad is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Schwab Fundamental is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Schwab Fundamental. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Schwab Fundamental Broad is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Schwab Fundamental Broad offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Schwab Fundamental's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Schwab Fundamental Broad Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Schwab Fundamental Broad Etf: Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Schwab Fundamental Broad. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment. Note that the Schwab Fundamental Broad information on this page should be used as a complementary analysis to other Schwab Fundamental's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.
The market value of Schwab Fundamental Broad 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 Fundamental's value that differs from its market value or its book value, called intrinsic value, which is Schwab Fundamental'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 Fundamental's market value can be influenced by many factors that don't directly affect Schwab Fundamental'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 Fundamental's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Fundamental is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Fundamental'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.