|Bid||67.92 x 900|
|Ask||72.54 x 900|
|Day's Range||0.00 - 0.00|
|52 Week Range|
|PE Ratio (TTM)||N/A|
|Beta (3Y Monthly)||1.22|
|Expense Ratio (net)||0.04%|
Memphis, TN, based Investment company Legacy Wealth Management, Inc (Current Portfolio) buys Schwab U.S. Continue reading...
For decades, Charles Schwab (NYSE:SCHW) was known as one of the largest discount brokers and major sponsor of mutual funds and cheap, passive index funds. These days, Schwab is also a major play in the world of ETFs.As of July 3, Schwab is the fifth-largest U.S. ETF sponsor with $145 billion in assets under management, an absolutely staggering total when considering there are just 22 Schwab ETFs. Twenty-two is a paltry amount of ETFs relative to Schwab's larger rivals, some of which offer hundreds of ETFs. So being fifth-largest by assets definitely says something about the demand for Schwab's ETFs.While the number of Schwab ETFs is small, it is easy to understand why the company is one of the industry's more impressive growth stories: many Schwab ETFs are inexpensive. In fact, when it comes to inexpensive funds, Schwab ETFs are, in many cases, credible competitors to rival Vanguard offerings. Plus, Schwab offers one of the more expansive commission-free platforms in the ETF business, many advisors and investors can trade Schwab ETFs and a slew of other issuers' funds without paying commissions.InvestorPlace - Stock Market News, Stock Advice & Trading Tips * 7 Retail Stocks to Buy for the Second Half of 2019 It remains to be seen whether the number of Schwab ETFs will grow, but here are some of the issuers best ETFs to consider. Schwab US Small Cap ETF (SCHA)Source: Shutterstock Expense ratio: 0.04% per year, or $4 on a $10,000 investment.For investors of any skill level seeking small-cap exposure the Schwab US Small-Cap ETF (NYSEARCA:SCHA) is one of the better Schwab ETFs to buy. SCHA checks a lot of boxes investors should look for with small-cap funds, including favorable fees and a broad roster.This Schwab ETF is one of the cheapest small-cap funds on the market and holds nearly 1,750 stocks. SCHA, which debuted nearly 10 years ago tracks the Dow Jones U.S. Small-Cap Total Stock Market Index and has $8.3 billion in assets under management. The black mark against this Schwab ETF is that over the past three years, it has lagged rival funds tracking the Rusell 2000 and S&P SmallCap 600 indexes.SCHA, which has a four-star Morningstar rating, allocates over 37% of its combined weight to the technology and financial services sectors. Industrial and healthcare stocks combine for 31% of its weight. Schwab Fundamental International Large Company Index ETF (FNDF)Source: Shutterstock Expense ratio: 0.25%Most Schawb ETFs are basic cap-weighted funds, but the firm features some smart beta offerings, including the Schwab Fundamental International Large Company Index ETF (NYSEARCA:FNDF). Broadly speaking, investors should expect higher fees on alternatively-weighted funds, but FNDF's annual fee of 0.25% is well below the category average of 0.42%.FNDF tracks the Russell RAFI Developed ex U.S. Large Company Index. Metrics used in constructing that benchmark include adjusted sales, operating cash flow, and dividends plus buybacks. All of the fund's holdings are large-, mega- and mid-cap stocks. * The S&P 500's 5 Best Highest-Yielding Dividend Stocks "When the fund rebalances, it increases its exposure to stocks that have become cheaper relative to these metrics and cuts back on its exposure to those that have become more expensive," said Morningstar. At the geographic level, this Schwab ETF allocates two-thirds of its weight to Eurozone stocks, Japan and the U.K., making for a credible alternative to cap-weighted EAFE funds. Schwab US Broad Market ETF (SCHB)Source: PixabayExpense ratio: 0.03%The Schwab US Broad Market ETF (NYSEARCA:SCHB) is a prime example of an easy-to-understand, cost-effective broad market domestic equity strategy. This Schwab ETF is also one of the cheapest ETFs of any stripe in the U.S.SCHB holds over 2,400 stocks, or more than quadruple the number of components in the S&P 500. However, over longer holdings periods, this Schwab ETF has performed mostly inline with the benchmark U.S. equity gauge as well as comparably priced total market index funds.SCHB also carries a four-star Morningstar rating. While this Schwab ETF is not the most exciting fund out there, it is appropriate for a wide range investors and is effective at delivering traditional, cap-weighted equity exposure. Schwab U.S. Dividend Equity ETF (SCHD)Source: Shutterstock Expense ratio: 0.06%Home to $9.5 billion in assets under management, the Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) is one of the largest U.S. dividend ETFs and, more importantly, one of the least expensive. In addition to its low fee, SCHD has drawn a loyal following among advisors and investors due in part to its index methodology, which includes only featuring stocks with a minimum dividend increase streak of 10 years.This Schwab ETF is not the perfect dividend fund, but SCHD's focus on dividend growers indicates it is home to a group of quality stocks and at this stage of the bull market and business cycle, that is a valuable trait. Plus, SCHD has a weight of 19.5% to the technology sector, one of the largest weights to that sector among any domestic dividend ETF. * 6 Stocks to Buy Based on Insider Buying Consumer staples and industrial stocks combine for about 41% of the fund's weight. While SCHD requires components to have raised dividends for at least 10 straight years, many of the fund's holdings, including some top 10 components, have increase streaks that can be measured in decades not just one decade. Schwab U.S. Large-Cap Value ETF (SCHV)Source: Shutterstock Expense ratio: 0.04%The Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV), as is the case with so many other value funds, has taken its lumps in recent years because growth has trounced value for the better part of a decade. However, there are some advantages with this Schwab ETF, including its status as one of the least expensive options in the value space.Home to 350 stocks, SCHV is a traditional play on value stocks leading to a large weight (22%) to financial services names, a sector that often dominates prosaic value funds. Healthcare and technology names combine for 28.2% of SCHV's weight.This $6 billion Schwab ETF has topped the S&P 500 Value Index over the past three years while being slightly less volatile. Eight of SCHV's top 10 holdings are members of the Dow Jones Industrial Average. For long-term investors looking to bet on a value resurgence, this Schwab ETF offers lots of potential. Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE)Source: Shutterstock Expense ratio: 0.39%As its name implies, the Schwab Fundamental Emerging Markets Large Company Index ETF (NYSEARCA:FNDE) is another one of the Schwab ETFs that uses an alternative index methodology. Basically, FNDE is the emerging markets equivalent of the aforementioned FNDF."FNDE tracks the Russell Fundamental Emerging Markets large Company Index, which selects, ranks and weights components based on fundamental factors like adjusted sales, retained operating cash flow and dividends plus buybacks," according to ETF Trends. * 3 Financial Stocks to Trade Into Earnings While emerging Asian economies account for nearly 39% of FNDE's weight, the Schwab ETF is significantly underweight China relative to the MSCI Emerging Markets Index, explaining why FNDE is beating that widely followed benchmark this year. Plus, over the past three years, the Schwab ETF is topping the MSCI index by over 1,300 basis points with comparable volatility. Schwab U.S. Large Cap Growth ETF (SCHG)Source: Shutterstock Expense ratio: 0.04%The Schwab U.S. Large Cap Growth ETF (NYSEARCA:SCHG) tracks the Dow Jones U.S. Large-Cap Growth Total Stock Market Index and makes for an ideal fund for investors that want to eschew the likes of SCHV and bet on growth continuing its dominance over value. Like its value counterpart, this Schwab ETF is one of the cheapest ETFs devoted to its underlying factor.Past performance is not a guarantee of future returns, but it is worth nothing this Schwab ETF has outpaced the comparable Vanguard growth fund by 530 basis points over the past three years while sporting slightly lower annualized volatility.Due to its approach to growth being traditional, this Schwab ETF makes some large sector bets, including a 31.6% weight to technology stocks. SCHG's combined 47% weight to the technology and consumer cyclical sectors is mostly inline with what investors will find on traditional growth strategies.As primarily a large- and mega-cap fund, SCHG would be vulnerable to significant retrenchment in the FAANG stocks, but that is true of other growth ETFs, too.Todd Shriber does not own any of the aforementioned securities. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 10 Stocks to Buy on College Students' Radars * 7 Retail Stocks to Buy for the Second Half of 2019 * The S&P 500's 5 Best Highest-Yielding Dividend Stocks The post 7 of The Best Schwab ETFs for Low Fees appeared first on InvestorPlace.
While use of ETFs among institutional and other professional investors continues growing at a rapid rate, retail investors and advisors representing those investors remain core constituencies among ETF users.As has been widely noted, retail investors are often drawn to ETFs due to the asset class's low fees. The best ETFs are not always the cheapest in terms of sheer performance, but for investors with long time horizons looking to build their own portfolios, many of the best ETFs to consider are those funds that can be considered cheap. Data confirm that low fees make a difference for long-term investors."Imagine you have $100,000 invested. If the account earned 6% a year for the next 25 years and had no costs or fees, you'd end up with about $430,000," according to Vanguard. "If, on the other hand, you paid 2% a year in costs, after 25 years you'd only have about $260,000."InvestorPlace - Stock Market News, Stock Advice & Trading Tips * 7 Dividend Stocks That Could Double Over the Next Five Years Of course, there are a variety of tactical and thematic funds for investors to consider, many with compelling alpha-seeking capabilities, but for investors looking for set-it-and-forget core type investments, the following are some of the best ETFs to evaluate. JPMorgan BetaBuilders U.S. Equity ETF (BBUS)Source: Shutterstock Expense ratio: 0.02% per year, or $2 on a $10,000 investment.Prior to the recent debuts of a pair of no-fee ETFs, the JPMorgan BetaBuilders U.S. Equity ETF (CBOE:BBUS) briefly held the title of cheapest ETF in the U.S. Naysayers will note that entering BBUS in the best ETFs conversation is tricky at this point because the fund is barely more than a month old, but age with ETFs is just a number.For investors looking to check the boxes of low fees and broad domestic equity market exposure, BBUS is one of the best ETFs, regardless of its rookie status. Home to 622 stocks, BBUS provides exposure to 85% of the U.S. equity market. In just six weeks on the market, BBUS has amassed $31.66 million in assets, marking one of the more impressive starts among 2019's crop of new ETFs.With a larger roster than the S&P 500, BBUS could prove to be one of the best ETFs to replace S&P 500 tracking funds and, at least for the time being, the new JPMorgan ETF is cheap than any of the S&P 500 index funds available to retail investors. Still, long-term investors should expect BBUS to perform mostly inline with other broad market funds over time. The advantage will come from this fund's lower fee. WisdomTree U.S. MidCap Dividend Fund (DON)Source: Shutterstock Expense ratio: 0.38%Yes, there are definitely mid-cap funds with lower fees than the 0.38% charged by the WisdomTree U.S. MidCap Dividend Fund (NYSEARCA:DON), but few mid-cap funds can match DON's status as one of the best ETFs for this market segment.Many investors that are building set-it-and-forget-it portfolio focus too heavily on domestic large caps, usually at the expense of mid-cap stocks. Historical data confirm that is a bad move because mid caps display better long-term returns than large caps and, in many cases, mid caps also beat small-cap stocks and do so with less volatility.DON is one of the best ETFs or mutual funds in the mid-cap space because since its inception nearly 13 years ago, the WisdomTree fund has beaten more than 90% of competing strategies, often by healthy margins. * 5 Hot Dividend Stocks to Buy as the Weather Heats Up DON is also one of the best ETFs for long-term investors because the fund pays a monthly dividend and dividend-paying stocks are usually less volatile than their non-dividend counterparts. iShares Edge MSCI Min Vol USA ETF (USMV)Source: Shutterstock Expense ratio: 0.15%Low volatility funds are among the best ETFs for investors to consider when building portfolios for the long-term and the iShares Edge MSCI Min Vol USA ETF (CBOE:USMV) is one of the leaders of that pack. Before embracing low volatility ETFs, investors should note that the primary objective of these funds is to provide less downside capture when stocks decline, not capture all of the market's upside when stocks rally."Minimum Volatility strategies aim to create a holistic portfolio with lower risk than the market," said BlackRock in a recent note. "The factor has historically delivered lower downside capture, but lower upside potential as well, making it more appropriate for investors seeking to reduce risk while still maintaining potential for returns similar to the broader market."From January 2015 through February 2019, minimum volatility's upside capture was just over 82%, but its downside capture for less than 59%, according to BlackRock data.The $25 billion USMV holds 213 stocks, a combined 30.76% of which hail from the technology and healthcare sectors. Schwab US Small-Cap ETF (SCHA)Source: Shutterstock Expense ratio: 0.04%While small-cap stocks are more volatile than large-cap competitors, small caps are integral ingredients in long-term portfolios. Consider this: since the start of the current bull market in March 2009, the S&P SmallCap 600 Index is up nearly 471% compared to 400% for the large-cap S&P 500.For cost-conscious investors, the Schwab US Small-Cap ETF (NYSEARCA:SCHA) is one of the best ETFs to consider in the small-cap space. The $7.9 billion SCHA tracks the Dow Jones U.S. Small-Cap Total Stock Market Index and holds nearly 1,740 stocks, making it one of the best ETFs among small-cap funds in terms of roster size and diversity. * 5 Mining ETFs to Dig Into SCHA has another perk that makes it one of the best ETFs for frugal investors: Schwab clients can trade the fund commission-free. This small-cap ETF allocates over half its combined weight to the financial services, technology and industrial sectors. Vanguard Total Bond Market ETF (BND)Source: Shutterstock Expense ratio: 0.05%Portfolio construction for the long term needs to include diversification, meaning bond funds are among the best ETFs investors to consider. The Vanguard Total Bond Market ETF (NASDAQ:BND) is one of the best ETFs for investors for size and cost synergies in a bond fund because BND is one of the largest and cheapest bond ETFs in the U.S.BND is an aggregate bond fund, meaning it is one of the best ETFs for investors looking for exposure to a deep bench of fixed income assets. The fund holds 8,463 bonds with an average duration of six years and an average effective maturity of 8.20 years. The bulk of BND's holdings are U.S. government and agency debt, meaning credit risk is not an issue with this bond fund.With a yield of 2.77% and minimal credit risk, BND can be one of the best ETFs for conservative investors looking for reliable income.Todd Shriber does not own any of the aforementioned securities.Compare Brokers The post 5 Best ETFs to Set and Forget appeared first on InvestorPlace.
One of the least expensive options among small-cap ETFs is the Schwab U.S. Small-Cap (SCHA). With an annual fee of just 0.04% per year, or $4 on a $10,000 investment, SCHA is not just one of the least expensive small-cap ETFs, it is one of the least expensive ETFs of any stripe. SCHA's annual fee was recently trimmed from 0.06%.
Small-company stocks are flying higher than Captain Marvel. The Morningstar US Small Cap Core Index is ahead of its large-cap counterpart for the year to date by 4 percentage points as of this writing. Morningstar's Instant X-Ray feature can help you determine your portfolio's current small-cap stake.
The outperformance of the small-caps seems to hold true this year given that these pint-sized stocks are well insulated from international headwinds.
The outperformance of the small-caps seems to hold true this year given that these pint-sized stocks are well insulated from international headwinds.
As the Federal Reserve normalizes its monetary policy with higher interest rates ahead, U.S. equities and stock ETFs may continue to strengthen in an improving economic environment. "The Fed tends to raise rates at times when it thinks the economy shows signs of overheating—to tighten credit and reduce the chance of rampant inflation. The outperformance is also most concentrated in smaller businesses and those in cyclical industries.