Weekly Report: what happened at SCHB last week (0408-0412)?

ETF Analysis: Do Historical Returns Predict Future Returns?

Historic returns are among the first things investors consider when analyzing an ETF. This article ranks hundreds of small-cap, mid-cap and large-cap ETFs by their one-year, three-year and five-year returns by segment and style. Do Historical Returns Predict Future Returns? examines hundreds of U.S. Equity ETFs. Using over 4,000 data points for 576 EquityETFs over 23 years.

SCHB: Nothing Special As A Total Stock Market Proxy

The Schwab U.S. Broad Market ETF™ offers low-cost exposure to around 2,500 publicly traded U.s. Companies. SCHB is a branded ETF created by Schwab to keep clients in their own funds. The SCHB ETF offers a diversified portfolio spread across multiple sectors. The fund may underperform the S&P 500 Index due to its broad exposure to the total stock market.

Weekly Report: what happened at SCHB last week (0401-0405)?

Weekly Report: what happened at SCHB last week (0325-0329)?

Weekly Report: what happened at SCHB last week (0318-0322)?

Weekly Report: what happened at SCHB last week (0311-0315)?

Weekly Report: what happened at SCHB last week (0304-0308)?

Weekly Report: what happened at SCHB last week (0226-0301)?

Weekly Report: what happened at SCHB last week (0219-0223)?

Weekly Report: what happened at SCHB last week (0212-0216)?

Weekly Report: what happened at SCHB last week (0205-0209)?

Weekly Report: what happened at SCHB last week (0129-0202)?

Weekly Report: what happened at SCHB last week (0122-0126)?

Weekly Report: what happened at SCHB last week (0115-0119)?

SCHB: Worth Holding, But I Prefer Two Other Total Market ETFs

Schwab's U.S. Broad Market ETF is a low-cost option for capturing the returns of the total market with broad diversification. Vanguard's Total Stock Market Index Fund ETF offers a higher dividend yield and maximum diversification than SCHB. The fund has the lowest weight on key holdings that have strong prospects in the future. SCHB is worth holding, but I prefer two other total market ETFs.

Weekly Report: what happened at SCHB last week (0108-0112)?

SCHB: This ETF Looks Set To Take A Break

The Schwab U.S. Broad Market ETF (SCHB) offers exposure to a broad segment of the stock market but may underperform the S&P 500 Index. SCHB is issued by Charles Schwab Asset Management and has minimal concentration risk with approximately 2500 holdings. The fund's expense ratio and number of holdings are lower compared to its peers. Despite SCHB being relatively overvalued, I assign a Hold rating to the fund.

Weekly Report: what happened at SCHB last week (0101-0105)?

Weekly Report: what happened at SCHB last week (1225-1229)?