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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.93 | 0.93 | 0.00 |
Shares | 98.91 | 98.91 | 0.00 |
Bonds | 0.08 | 0.08 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.58 | 18.63 |
Price to Book | 2.17 | 2.77 |
Price to Sales | 1.40 | 1.98 |
Price to Cash Flow | 9.64 | 11.57 |
Dividend Yield | 2.40 | 2.02 |
5 Years Earnings Growth | 8.95 | 9.51 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.68 | 22.51 |
Financial Services | 15.52 | 16.86 |
Industrials | 11.46 | 12.83 |
Consumer Cyclical | 10.21 | 10.75 |
Healthcare | 8.96 | 10.34 |
Real Estate | 7.74 | 3.90 |
Communication Services | 7.56 | 7.67 |
Consumer Defensive | 5.69 | 5.47 |
Energy | 4.45 | 3.60 |
Basic Materials | 4.09 | 3.65 |
Utilities | 2.64 | 2.43 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 27.27 | - | - | |
Schwab International Index | - | 16.11 | - | - | |
Schwab Fundamental US Large Company Idx | - | 13.49 | - | - | |
Schwab ® US Large-Cap Growth Idx | - | 8.95 | - | - | |
Schwab Small Cap Index | - | 8.08 | - | - | |
Schwab Fundamental Intl Equity Index Fd | - | 7.10 | - | - | |
Schwab Fundamental Emerging Mkts Eq Idx | - | 5.03 | - | - | |
Schwab Fundamental Intl Sm Eq Idx | - | 5.02 | - | - | |
Schwab U.S. REIT | US8085248479 | 4.99 | 21.61 | +0.51% | |
Schwab Fundamental US Small Company Idx | - | 3.45 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 123.72B | 8.57 | 17.07 | 13.56 | ||
Schwab Total Stock Market Index | 30.27B | 8.07 | 16.41 | 12.88 | ||
Schwab 1000 Index | 19.6B | 8.48 | 16.88 | 13.20 | ||
Schwab International Index | 11.97B | 17.47 | 13.16 | 6.18 | ||
Schwab Fundamental US Large Company | 10.21B | 5.35 | 12.95 | 11.87 |
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