Schwab Fundamental U.S. Broad Market ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.
Schwab Fundamental U.S. Broad Market ETF FNDB
Morningstar’s Analysis FNDB
Will FNDB outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 20.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Apple Inc | 4.54 | 66M | Technology |
Microsoft Corp | 3.00 | 43M | Technology |
ExxonMobil Holdings Corp | 2.14 | 31M | Energy |
Amazon.com Inc | 1.81 | 26M | Consumer Cyclical |
Meta Platforms Inc Class A | 1.73 | 25M | Communication Services |
Alphabet Inc Class A | 1.67 | 24M | Communication Services |
Berkshire Hathaway Inc Class B | 1.57 | 23M | Financial Services |
JPMorgan Chase & Co | 1.48 | 21M | Financial Services |
Chevron Corp | 1.43 | 21M | Energy |
Alphabet Inc Class C | 1.34 | 19M | Communication Services |