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Beacon

SCHBSchwab U.S. Broad Market ETF

Grow my money16y track recordRanked #26 of 2,992 in this goal

Tracks the total return of the Dow Jones U.S. Broad Stock Market Index.

By Schwab ETFs · Launched 2009

Annual Cost

0.03%

#40 of 5,854 · low cost

Fund Size

$43.2B

#81 of 5,854 · large

Return (1Y)Goal

+19.2%

Track Record

16 years

#694 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,817+18.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Index tracking

Index tracked

Dow Jones US Broad Stock Market Index

What it actually holds

By weight

Concentration

Top 10 holdings = 32.2% of fund✓ well diversified

NVIDIA Corp
6.5%
Apple Inc
5.9%
Microsoft Corp
4.4%
Amazon.com Inc
3.1%
Alphabet Inc
2.7%
Broadcom Inc
2.3%
Alphabet Inc
2.2%
Meta Platforms Inc
2.1%
Tesla Inc
1.7%
Berkshire Hathaway Inc
1.4%

Asset allocation

Stocks
99.9%
Cash
0.1%

By sector

Technology
35.8%
Financial Services
11.9%
Industrials
9.8%
Healthcare
9.6%
Consumer Cyclical
9.6%
Communication
9.2%
Consumer Defensive
4.4%
Energy
3.2%
Other
6.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.1%Moderate

Year-on-year price swings

Max drawdown
-35.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.99Decent risk-adjusted returns
Sortino (3Y)
1.43Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the total return of the Dow Jones U.S. Broad Stock Market Index.
Strategy
Invests primarily in stocks of the largest 2,500 publicly traded U.S. companies to closely track the total return of the Dow Jones U.S. Broad Stock Market Index. Uses sampling techniques to achieve similar performance attributes, industry weightings, and dividend yield as the index.
Inception date
November 3, 2009
Fund family
Schwab ETFs

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Data updated on 2026-08-03