Morningstar

Schwab Fundamental U.S. Broad Market ETF FNDB

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis FNDB

Will FNDB outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FNDB’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FNDB management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FNDB’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Schwab Fundamental U.S. Broad Market ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FNDB

More FNDB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

4.14 34.9 Mil
Technology

Microsoft Corp

2.28 19.2 Mil
Technology

Berkshire Hathaway Inc Class B

2.03 17.1 Mil
Financial Services

Exxon Mobil Corp

1.92 16.2 Mil
Energy

Meta Platforms Inc Class A

1.70 14.3 Mil
Communication Services

JPMorgan Chase & Co

1.67 14.0 Mil
Financial Services

Walmart Inc

1.34 11.3 Mil
Consumer Defensive

Amazon.com Inc

1.31 11.0 Mil
Consumer Cyclical

AT&T Inc

1.21 10.2 Mil
Communication Services

Alphabet Inc Class A

1.20 10.1 Mil
Communication Services

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