The Charles Schwab Corporation(SCHW) - ETFs Holding

Last updated 2024-11-22

ETF List

ETFs Holding The Charles Schwab Corporation(SCHW). This analysis helps identify ETFs that hold this particular stock, allowing you to strike a balance between stock selection and risk diversification.

ETF Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
XLF	Financial Select Sector SPDR Fund	1.7%	11.7%	0.38	-42.9%
MOAT	VanEck Morningstar Wide Moat ETF	1.54%	13.5%	0.48	-33.3%
VFH	Vanguard Financials Index Fund	1.46%	13%	0.42	-44.4%
SPYV	SPDR Portfolio S&P 500 Value ETF	0.56%	10.6%	0.37	-36.9%
VTV	Vanguard Value Index Fund	0.55%	10%	0.34	-36.8%
IVE	iShares S&P 500 Value ETF	0.54%	10.4%	0.36	-37%
IUSV	iShares Core S&P U.S. Value ETF	0.53%	12.3%	0.46	-37.5%
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	0.53%	14.3%	0.56	-32%
IWD	iShares Russell 1000 Value ETF	0.4%	8.6%	0.28	-38.5%
SCHV	Schwab U.S. Large-Cap Value ETF	0.4%	9.9%	0.34	-37.1%
VONV	Vanguard Russell 1000 Value Index Fund	0.38%	10.4%	0.36	-38.2%
PFF	iShares Preferred and Income Securities ETF	0.27%	1.2%	-0.09	-34.1%
VV	Vanguard Large Cap Index Fund	0.25%	14.8%	0.53	-34.3%
VOO	Vanguard 500 Index Fund	0.24%	14.8%	0.53	-34%
SPY	SPDR S&P 500 ETF Trust	0.23%	14.7%	0.54	-33.7%
SPLG	SPDR Portfolio S&P 500 ETF	0.23%	14.8%	0.54	-33.9%
IVV	iShares Core S&P 500 ETF	0.22%	14.8%	0.53	-33.9%
ESGU	iShares ESG Aware MSCI USA ETF	0.21%	11.8%	0.44	-33.9%
VTI	Vanguard Total Stock Market Index Fund	0.21%	14.1%	0.5	-35%
IWB	iShares Russell 1000 ETF	0.2%	14.4%	0.52	-34.6%
RSP	Invesco S&P 500 Equal Weight ETF	0.19%	10.7%	0.36	-39%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.19%	14.1%	0.5	-35%
SCHX	Schwab U.S. Large-Cap ETF	0.18%	14.6%	0.53	-34.3%
SCHB	Schwab U.S. Broad Market ETF	0.17%	14.1%	0.5	-35.3%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.17%	-	-	-
VT	Vanguard Total World Stock Index Fund	0.14%	10.1%	0.35	-34.2%
ACWI	iShares MSCI ACWI ETF	0.14%	11.5%	0.42	-33.5%
FNDX	Schwab Fundamental U.S. Large Company Index ETF	0.1%	14.5%	0.53	-37.7%
IWF	iShares Russell 1000 Growth ETF	0.04%	19.2%	0.65	-32.7%
VONG	Vanguard Russell 1000 Growth Index Fund	0.04%	19.3%	0.66	-32.7%
GSLC	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	0.04%	15%	0.56	-33.7%
JPST	JPMorgan Ultra-Short Income ETF	0.01%	2.6%	-1.75	-3.3%

Disclaimer

1. The information provided is for reference only and does not constitute any guarantee of profits or specific stock and price point recommendations.

2. The information is not complete; for comprehensive data, please refer to the relevant websites.

3. All stock market data analyses are subject to survivorship bias.

The Charles Schwab Corporation (SCHW)

ETF List

ETFs Holding The Charles Schwab Corporation(SCHW). This analysis helps identify ETFs that hold this particular stock, allowing you to strike a balance between stock selection and risk diversification.