Apple

Microsoft

Berkshire Hathaway Inc. - Ordinary Shares - Class B

JPMorgan Chase & Co

Exxon Mobil

Amazon

Alphabet

Walmart

Schwab Fundamental US Broad Market Index ETF

FNDB tracks a US equity index, selected and weighted based on three fundamental factors (sales, cash flow and dividends/buybacks).

FNDB tracks a US equity index, selected and weighted based on three fundamental factors (sales, cash flow, and dividends/buybacks).

The Schwab Fundamental U.S. Broad Market ETF (FNDB) made its debut on 08/13/2013, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - All Cap Value category of the market.

Is Schwab Fundamental U.S. Broad Market ETF (FNDB) a Strong ETF Right Now?

Investors should consider the Schwab Fundamental U.S. Broad Market ETF (FNDB) for its fundamental indexing method, which weights companies based on size measures like sales and cash flow. FNDB offers a diversified portfolio with a value focus, avoiding the concentration risks of market-cap weighted indexes dominated by mega-cap tech stocks. FNDB has underperformed in tech-driven rallies but aligns with value-focused markets, providing broad market exposure and balancing active and passive management.

FNDB: I Love The Weightings

FNDB follows a fundamental analysis strategy but has underperformed compared to similar funds, despite lower volatility and reasonable valuations. FNDB's portfolio is diversified across sectors and market caps but is underweight in technology, impacting its valuation and growth metrics. FNDB's low valuation and defensive profile are positives, but stronger returns from peer funds make it less compelling for outperforming the broader market.

FNDB: Performance In Line With The Broader Market, But Lagging Behind Other ETFs In The Peer Group

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WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Asset Management®, the asset management arm of The Charles Schwab Corporation, today announced forward share splits on 20 Schwab ETFs. Forward ETF share splits increase the number of shares outstanding and decrease the Net Asset Value (NAV) per share. The share splits will not change the total value of a shareholder's investment. The ETF share splits will apply to shareholders of record as of the close of US markets on October 9, 2024, payable after the.

Schwab Asset Management Announces ETF Share Splits

Launched on 08/13/2013, the Schwab Fundamental U.S. Broad Market Index ETF (FNDB) is a smart beta exchange traded fund offering broad exposure to the Style Box - All Cap Value category of the market.

Is Schwab Fundamental U.S. Broad Market Index ETF (FNDB) a Strong ETF Right Now?

Schwab Fundamental U.S. Broad Market Index ETF is a “Large Value” ETF implementing the RAFI methodology. The FNDB ETF portfolio is well-diversified across sectors and holdings, with a focus on financials and technology. FNDB has underperformed the benchmark since inception but has outperformed passively managed value ETFs, except one.

FNDB: Outperforming Most Passively Managed Value ETFs

Built-in profit-taking stemming from automated rebalancing makes investing easier, and more fruitful. Large-cap indexes are fine long-term investments, but there's a higher-performance option that's just as easy to access.

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WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Asset Management®, the asset management arm of The Charles Schwab Corporation, today announced index and fund name changes for the Schwab Fundamental Index* ETF and mutual fund suite, effective on or about June 21, 2024. Shareholders in the ETFs and mutual funds do not need to take any action. The changes are part of Schwab Asset Management's continual review of its product set to refine and enhance its product line-up. A total of 12 Schwab Fundamental I.

Schwab Asset Management Announces Index and Fund Name Changes to Its Fundamental Index ETF and Mutual Fund Family

The Schwab Fundamental U.S. Broad Market Index ETF is an equities ETF that aims to replicate the Russell RAFIUS Index. The fund falls into the Large Cap Value category as rated by Morningstar, and exhibits a value-oriented portfolio with a focus on fundamentals. The ETF follows the Russell RAFIUS Index, which employs fundamental factors such as 'Adjusted Sales,' 'Retained Operating Cash Flow,' and 'Dividends plus Buybacks' for stock selection.

FNDB: A Value Bet On A 2024 Bull Market

This broad market ETF has hit a new 52-week high. Are more gains in store?

News for Schwab Fundamental US Broad Market Index ETF ETF (FNDB)