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Schwab US Broad Market ETF - SCHB

Schwab US Broad Market ETF - SCHB

Profile

Data Providers

Quote

  • nav ($)
    70.04
  • nav change
    0.66 / 0.9%
(As of Tuesday June 25, 2019)

Overview

  • distribution channel

    Institutional

  • ticker

    SCHB

  • category

    Multi-Cap Core Funds

  • management type

    Index

  • total assets

    $13.95B

Read description

Fund Scorecard

assets
$14B
Great
flows
$1B
Great
fees
0.03%
Lowest
turnover
4%
Lowest
performance
7.75%
Average
manager tenure
6.7
Average

Advisors Using This Fund

Holders

ETF Holders

Filing period ending Dec. 31, 2015
There is no ETF data available to display at this time.

Balance Summary

holder
Pbwm Holdings, Llc
Youngs Advisory Group, Inc.
Hightower Advisors, Llc
Chevy Chase Trust Holdings, Inc.
Creegan & Nassoura Financial Group, Llc
Smith & Howard Wealth Management, Llc
French Wolf & Farr, Inc.
Interocean Capital, Llc
Smith, Moore & Co.
Fairview Capital Investment Management, Llc
Boltwood Capital Management
Rocky Mountain Advisers, Llc

Smithfield Trust Co

Signature Estate & Investment Advisors Llc

Fifth Third Bancorp

Sawtooth Asset Management, Inc.
Financial Management Professionals, Inc.
Group One Trading, L.p.

Tiaa Cref Trust Co Fsb/mo

Lpl Financial Llc
Financial Architects, Inc
Raymond James Financial Services Advisors, Inc.
Garrison Financial Corp

Ameriprise Financial Inc

Financial Consulate, Inc

Retirement Planning Group

Signature Financial Management, Inc.
Citigroup Inc
Bsw Wealth Partners

Bronfman E.l. Rothschild, L.p.

Hanson Mcclain, Inc.
Novare Capital Management Llc
Commonwealth Equity Services, Inc
Barrett Asset Management, Llc
Brighton Jones Llc
Cls Investments, Llc
Integrated Wealth Management
Capwealth Advisors, Llc

Susquehanna International Group, Llp

Addison Capital Co
Wealthtrust Fairport, Llc
Destination Wealth Management
Millennium Management Llc
Cahill Financial Advisors Inc

American International Group Inc

Reilly Financial Advisors, Llc
Concert Wealth Management Inc.
Sol Capital Management Co
Starfire Investment Advisers, Inc.
Ht Partners Llc
Hoxton Financial, Inc.
Gierl Augustine Investment Management Inc
Greenwich Wealth Management Llc
Salem Investment Counselors Inc
Jnba Financial Advisors
Callan Capital, Llc
Sva Plumb Wealth Management, Llc
Homrich & Berg

Ladenburg Thalmann Financial Services Inc

White Pine Investment Co
Mycio Wealth Partners, Llc
Vantage Investment Advisors, Llc
Brouwer & Janachowski, Llc
Morgan Stanley
Kcm Investment Advisors Llc
Brown Advisory Securities, Llc
Mairs & Power Inc
Highland Capital Management, Llc
Quantum Capital Management, Llc / Nj
Aull & Monroe Investment Management Corp
American Research & Management Co.
Gateway Advisory, Llc

Flow Traders U.s. Llc

Blume Capital Management, Inc.
Wells Fargo & Company/mn
Davidson & Garrard Inc
Colony Group Llc
Diversified Portfolios, Inc.

Royal Bank Of Canada

North Point Portfolio Managers Corp/oh
Goldman Sachs Group Inc
Annex Advisory Services, Llc
Financial Advisory Service, Inc.

First Interstate Bank

One Capital Management, Llc
Madden Advisory Services, Inc.
Glassman Wealth Services
Burt Wealth Advisors
Next Financial Group, Inc
Bouchey Financial Group Ltd
Carlton Hofferkamp & Jenks Wealth Management, Llc
Jmg Financial Group, Ltd.
Jpmorgan Chase & Co
Live Your Vision, Llc
P-Solve Llc
Sheets Smith Wealth Management Inc
Private Advisor Group, Llc
Riverpoint Capital Management, Llc
Signaturefd, Llc
Bkd Wealth Advisors, Llc

Kernodle & Katon Asset Management Group, Llc

Delta Asset Management Llc/tn

Pnc Financial Services Group, Inc.

Alliance Wealth Management Group

Roble, Belko & Company, Inc
Capital Directions Investment Advisors, Llc
Northwestern Mutual Investment Services Llc
Carnick & Kubik, Llc

Sandy Spring Bank

Steinberg Global Asset Management

Bank Of America Corp /de/

Callahan Advisors, Llc
Vista Capital Partners, Inc.
Eaton Vance Management
Boyer & Corporon Wealth Management, Llc

Fagan Associates, Inc.

Hanson & Doremus Investment Management

Northwestern Mutual Wealth Management Co

Ifrah Financial Services, Inc.
National Asset Management, Inc.
Brown Advisory Inc
Hbk Sorce Advisory Llc
Us Bancorp \de\
Blackrock Inc.
Wealthcare Capital Management Llc

Asset Dedication, Llc

Fort Pitt Capital Group, Llc

Capstone Financial Advisors, Inc.
Wagner Bowman Management Corp
Buckingham Capital Management, Inc.

Ubs Group Ag

Feltz Wealth Plan Inc.
Ogorek Anthony Joseph /ny/ /adv
Wrapmanager Inc
Pegasus Partners Ltd.
Sanctuary Wealth Advisors, Llc
Private Ocean, Llc
Asset Management Group, Inc.
Joel Isaacson & Co., Llc
Metlife Securities, Inc
Wealthfront Inc
Gemmer Asset Management Llc
Sawgrass Asset Management Llc

Ifp Advisors, Inc

Edge Wealth Management Llc
Twele Capital Management, Inc.
Formulafolio Investments, Llc
D'orazio & Associates, Inc.
Naples Global Advisors, Llc
Thompson Siegel & Walmsley Llc

Virtu Financial Llc

D. Scott Neal, Inc.
Pinnacle Associates Ltd

Jane Street Group, Llc

Payden & Rygel
Family Firm, Inc.
Vigilant Capital Management, Llc
Roundview Capital Llc
Tradewinds Capital Management, Llc

Peapack Gladstone Financial Corp

Jfs Wealth Advisors, Llc
Armbruster Capital Management, Inc.

Ausdal Financial Partners, Inc.

Mcf Advisors Llc
Chicago Partners Investment Group Llc
North Star Asset Management Inc
Lowe Brockenbrough & Co Inc
Asset Advisors Corp
Mv Capital Management, Inc.
Green Square Capital Llc
Tortoise Investment Management, Llc
Tci Wealth Advisors, Inc.
Cabot Wealth Management Inc

Finemark National Bank & Trust

Cliftonlarsonallen Wealth Advisors, Llc
Frontier Investment Mgmt Co
Provise Management Group, Llc
United Capital Financial Advisers, Llc
Milliman Financial Risk Management Llc
Valley National Advisers Inc
Spectrum Asset Management, Inc. (Nb/ca)
Stearns Financial Services Group
Strategic Wealth Advisors Group,inc.

Moisand Fitzgerald Tamayo, Llc

Evensky & Katz Llc
Papp L Roy & Associates
Texas Yale Capital Corp.
Captrust Financial Advisors
Hengehold Capital Management Llc
Efficient Market Advisors, Llc
Buckingham Asset Management, Llc
Planning Alternatives Ltd /adv

Cleary Gull Holdings Inc.

Strategic Advisors Llc
Blue Bell Private Wealth Management, Llc
Portfolio Solutions, Llc
Allsquare Wealth Management Llc
Wilbanks Smith & Thomas Asset Management Llc
Regis Management Co Llc
Summit Financial Strategies, Inc.
Berkshire Asset Management Llc/pa
Sharkey, Howes & Javer
Atria Investments Llc
Wealth Architects, Llc
Argentus Capital Management, Llc
Cobblestone Capital Advisors Llc /ny/
Charles Schwab Investment Advisory, Inc.
Friedenthal Financial
Sigma Investment Counselors Inc
Gupta Wealth Management Llc
Curbstone Financial Management Corp
Creative Planning
Advisory Services Network, Llc
Accredited Investors Inc.
Concannon Wealth Management, Llc
Envestnet Asset Management Inc
Newman Dignan & Sheerar, Inc.
Savant Capital, Llc
Gofen & Glossberg Llc /il/
Cambridge Investment Research Advisors, Inc.
Fiduciary Group Llc
Cambridge Advisors Inc.
Manchester Capital Management Llc
First Republic Investment Management, Inc.
Betterment Llc
Apriem Advisors
Bartlett & Co. Llc
    Filing period ending Dec. 31, 2015

    Assets

    Net Assets

    Total Net Assets

    $13.95B

    (Through May 2019)
    There is no Assets data available to display at this time.

    Flows

    Net Flows

    1 Year Net Flows

    $1.36B

    (Through Dec 2016)
    There is no Flow data available to display at this time.
    * BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.

    Fees

    Fee Comparison

    expense ratio

    0.03%

    Lowest
    There is no Fee data available to display at this time.

    Turnover

    turnover

    4%

    Lowest
    There is no Turnover data available to display at this time.

    Performance

    Growth of 10k

    1 Year Return

    7.75%

    There is no Performance data available to display at this time.
    Peer Group consists of 744 Multi-Cap Core Funds funds distributed through Institutional channels.

    Risk

    Standard Deviation ¹ 3.43
    Sharpe Ratio ² 0.85
    R-Squared ³ 0.99
    Beta ³ 1.03
    ¹ Calculated using a 36 month sample population.
    ² Calculated using a 36 month sample population benchmarked to the U.S. 3-Month T-Bill Total Return Index.
    ³ Calculated using a 36 month sample population benchmarked to the S&P 500 Monthly Reinvest Index.

    Rank in Category

    YTD
    1y
    3y
    5y
    [rank] out of [[total]]
    Multi-Cap Core Funds

    [[percentile|ordinalNumber]]

    percentile

    N/A

    There is no Rank in Category data available to display at this time

    Managers

    Current Fund Managers

    • Agnes Hong

      01-01-2009 - present
    • Ferian Juwono

      01-01-2010 - present
    • Chuck Craig

      01-01-2012 - present