Schwab Fundamental U.S. Broad Market ETF FNDB

Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis FNDB

Will FNDB outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

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Portfolio Holdings FNDB

  • 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

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