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ETF Analysis

SCHB ETF: U.S. Broad Market Holdings, Performance and Fees

SCHB answer

SCHB, the Schwab U.S. Broad Market ETF, holds 2,380 of the largest U.S. stocks, covering large, mid and small companies. Its largest positions are NVDA (7.2%), AAPL (6.6%), MSFT (5.0%), AMZN (3.4%), GOOGL (2.7%). SCHB's expense ratio is 0.03%, and over the past year its price return was +13.9%.

Expense ratio: 0.03%
Fund size: $44.8B
Holdings: 2,380
Top 10 weight: 34.1%
Top sectors: Technology (38.1%), Financial Services (11.6%), Healthcare (10.0%)
1Y price return: +13.9%

Data as of Oct 21, 2026 · Market close

SCHB ETF Analysis Summary

Schwab U.S. Broad Market ETF (SCHB) currently has an AIQ Score of 63/100, indicating a neutral setup. Risk is the strongest factor at 86/100. Value is the weakest current factor at 42/100. Performance, momentum, risk, distribution, and exposure evidence should be read together at the latest market-close snapshot.

Updated Oct 21, 2026 · Market-close data

SCHB at a Glance

Crawlable current metrics from the latest market-close ETF snapshot.

Metric	Current
Price	$29.69
AIQ Score	63/100
Overall View	Neutral
Technical Analysis Consensus	Buy
Fund Size	$44.8B
Expense Ratio	0.03%
Holdings Count	2,380
NAV	$29.39
Asset Class	Equity
Primary Exposure	Technology (38.14%)
Issuer	Schwab
Domicile	US
Inception Date	Nov 3, 2009
Distribution Yield	1.05%
Beta	1.03
Average Volume	8.29M
52-week range	$24.28-$30.15
RSI 14	56.52
50-Day SMA	$29.61
200-Day SMA	$28.03
Risk Score	86/100
Momentum Score	67/100
Value Exposure Score	42/100

As of Oct 21, 2026 · Market close

SCHB Long-Horizon ETF Performance

Trailing returns, growth of $10,000, drawdown history, and calendar-year returns from available daily closes.

History available

Oct 25, 2021 to Oct 20, 2026

$10,000 became

$16,058.38

Worst drawdown shown

-25.13%

Period	Total return	Annualized	Max drawdown	Start date
1Y	13.89%	13.90%	-9.16%	Oct 20, 2025
3Y	81.08%	21.88%	-19.58%	Oct 20, 2023
5Y	60.58%	9.97%	-26.23%	Oct 25, 2021
10Y	60.58%	9.97%	-26.23%	Oct 25, 2021

Growth of $10,000

Indexed to the first available close in this history window.

Drawdown History

Peak-to-trough decline from each prior high over the available window.

Calendar-Year Returns

Full-year returns where available, with the current calendar year shown as YTD.

Price-return view based on available daily close history; distributions are not reinvested unless already reflected in the source series.

SCHBSchwab U.S. Broad Market ETF

Financial Services / Asset Management

Relative Leader / Watch

Strong Relative Position

NeutralEdge 9/10

$29.69+$0.18 (+0.61%)

Latest quote

Momentum
67
Value
42
Quality
70
Risk resilience
86
Sentiment
—

SCHB ETF Analysis Summary

Schwab U.S. Broad Market ETF (SCHB) currently has an AIQ Score of 63/100, indicating a neutral setup. Risk resilience is the strongest factor at 86/100. Value is the weakest current factor at 42/100. Performance, exposure, distribution, momentum, and risk evidence should be read together at the latest market-close snapshot.

Updated Oct 21, 2026 · Market-close data

AIQ Composite Posture: Mixed

In a neutral regime, SCHB has AIQ Score of 63/100 with Risk resilience base of 86/100 and fading Value at 42/100. Wait for component alignment before adding exposure.

Signal Conflict Detected

Risk resilience (86/100) leads while Value (42/100) lags. This cross-factor spread creates entry timing uncertainty.

Financial Services · 0.61% ETF move · SCHB classified in Asset Management.

Current Evidence

NeutralSCHB is in a neutral AIQ regime; Risk resilience is the strongest visible factor at 86/100.

Core coverage reflects visible evidence only

AlgovestIQ Evidence Summary

Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.

Is SCHB Bullish or Bearish Right Now?

SCHB currently has a neutral overall setup. Risk Resilience is the strongest factor at 86/100, while Value is weakest at 42/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.

Bull Case

- Quality is supportive at 70/100.
- Momentum is constructive at 67/100.
- Risk Resilience is supportive at 86/100.
- Price is +0.28% above its 50-day SMA.
- Technical consensus has more buy votes than sell votes (30 vs 8).

Bear Case

- Value is the current constraint at 42/100.

Current Consensus

SCHB's Technical Analysis Consensus is currently Buy, with 30 buy, 7 neutral, and 8 sell votes. SCHB's 14-day RSI is 56.52, which places the ETF in a constructive momentum range. SCHB's beta is 1.03, indicating market sensitivity broadly in line with the market.

Signal Confidence

High agreement

What Changed in SCHB?

The largest recent change in SCHB is Momentum moving up by 19.0 points over the available 7-day comparison window. Risk Resilience remains the strongest visible factor.

AIQ Score

+5.0

Momentum

+19.0

Quality

+0.0

Risk

+0.0

What Would Change the SCHB Outlook?

The current neutral outlook could improve if AIQ moves above 70, momentum recovers, risk resilience improves, and price confirms a stronger trend above the 50-day and 200-day moving averages. It would weaken if AIQ falls below 40, price loses long-term moving-average support, distribution or liquidity context deteriorates, or risk evidence worsens.

Bullish confirmation

AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive market-context evidence.

Bearish deterioration

AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.

SCHB Decision Framework

Public evidence layers, setup checks, and risk context for Schwab U.S. Broad Market ETF.

Schwab U.S. Broad Market ETF (SCHB) ETF Analysis

Schwab U.S. Broad Market ETF has an AIQ Score of 63/100 in a Neutral regime. Risk is strongest at 86/100. Beta is 1.03, close to market sensitivity. Review the supporting etf factors together before drawing a conclusion from any single score.

Evidence Layer	Public Evidence
Regime Context	SCHB is in a Neutral AIQ regime with score 63/100.
Signal Conflict	The primary conflict is that risk leads at 86/100 while value lags at 42/100.
Factor Evidence	Momentum 67/100 · Value 42/100 · Quality 70/100 · Risk 86/100
Persistence	Current snapshot evidence is shown; historical persistence remains in AIQ Pro.

Current Setup Checklist

Factor strengthPass

Risk is the strongest factor at 86/100.

TimingPass

Momentum is 67/100 and RSI (14) is 56.5.

Regime fitWait

SCHB is in a Neutral regime at 63/100.

Risk controlPass

Risk factor is 86/100 with beta 1.03 and annual volatility 12.97%.

ConflictWait

Current conflict: risk leads at 86/100 while value lags at 42/100.

AIQ Score

63/100

Price

$29.69

Beta

1.03

RSI (14)

56.5

SCHB Research Cluster

ETF-specific paths for performance, risk, distributions, market context, data, comparisons, and news.

SCHB ETF Analytics

SCHB holdings context, yield, risk, valuation exposure, momentum, and AIQ evidence.

Fund size

$44.8B

Expense ratio

0.03%

Distribution yield

1.04%

View SCHB ETF analytics

SCHB Technical Analysis

SCHB technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.

Technical Analysis Consensus

Buy

RSI 14

56.52

Price vs SMA-50

+0.28%

View full SCHB technical analysis

SCHB ETF Market Context

Track SCHB market context, news pressure, trend changes, income events, and current allocation evidence.

AIQ Score

63/100

Momentum

67/100

Primary exposure

Technology (38.14%)

View SCHB ETF context

SCHB Distribution Analysis

SCHB distribution yield, annualized distributions, payment history, and income context.

Dividend yield

1.04%

Annual dividend

$0.31

Frequency

—

View SCHB distribution history

SCHB ETF Data

SCHB available fund data, market metrics, technical readings, risk measures, and AIQ evidence.

Issuer

Schwab

Holdings

2,380

NAV

$29.39

View SCHB ETF data

SCHB Risk Analysis

SCHB volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.

Beta

1.03

Risk score

86/100

Average volume

8.29M

View SCHB risk analysis

SCHB ETF News

SCHB ETF news, market tone, recent headlines, and catalyst context.

News items

Updated

Oct 21, 2026

Sentiment

—

Read SCHB ETF news

SCHB vs Broad Market / Index Peers

Current peer cohort: SCHB · SCHX · SPMD · SPSM · SPY. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.

Peer	AIQ	Value	Momentum	Risk	Sharpe	1Y Volatility	Compare
SCHB Current ETF	63/100	42/100	67/100	86/100	0.82	12.97%	Current
SCHX Schwab U.S. Large-Cap ETF	64/100	41/100	68/100	87/100	0.82	12.78%	SCHB vs SCHX
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	59/100	51/100	53/100	83/100	0.6	15.05%	SCHB vs SPMD
SPSM SPDR Portfolio S&P 600 Small Cap ETF	61/100	57/100	52/100	82/100	0.72	15.76%	SCHB vs SPSM
SPY SPDR S&P 500 ETF Trust	67/100	41/100	66/100	88/100	0.87	12.72%	SCHB vs SPY

Pairwise Compare links: SCHX · SPMD · SPSM · SPYSCHB vs SCHX SCHB vs SPMD SCHB vs SPSM SCHB vs SPY Compare cohort

Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Oct 21, 2026.

About the AIQ Score

Methodology for the current ETF evidence.

As of Oct 21, 2026 · Market close

The AlgovestIQ AIQ Score combines multiple dimensions of ETF evidence, including momentum, valuation exposure, quality, risk resilience, sentiment context, and timing signals. It is a descriptive research score, not a guarantee of future performance or a personalized recommendation.

View AIQ methodology