
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.98 | 0.98 | 0.00 |
Shares | 98.87 | 98.87 | 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 | 17.42 | 18.11 |
Price to Book | 2.15 | 2.65 |
Price to Sales | 1.42 | 1.90 |
Price to Cash Flow | 9.59 | 11.27 |
Dividend Yield | 2.48 | 2.10 |
5 Years Earnings Growth | 8.74 | 9.44 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.72 | 22.09 |
Financial Services | 15.81 | 17.35 |
Industrials | 11.42 | 12.44 |
Consumer Cyclical | 10.45 | 10.44 |
Healthcare | 9.03 | 10.03 |
Real Estate | 7.83 | 4.41 |
Communication Services | 7.64 | 7.45 |
Consumer Defensive | 6.14 | 5.66 |
Energy | 4.24 | 3.75 |
Basic Materials | 4.03 | 3.68 |
Utilities | 2.68 | 2.68 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 27.32 | - | - | |
Schwab International Index | - | 16.06 | - | - | |
Schwab Fundamental US Large Company Idx | - | 13.49 | - | - | |
Schwab ® US Large-Cap Growth Idx | - | 9.00 | - | - | |
Schwab Small Cap Index | - | 8.06 | - | - | |
Schwab Fundamental Intl Equity Index Fd | - | 7.07 | - | - | |
Schwab U.S. REIT | US8085248479 | 5.05 | 20.86 | -0.95% | |
Schwab Fundamental Intl Sm Eq Idx | - | 4.99 | - | - | |
Schwab Fundamental Emerging Mkts Eq Idx | - | 4.98 | - | - | |
Schwab Fundamental US Small Company Idx | - | 3.40 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 120.71B | 8.57 | 17.07 | 13.62 | ||
Schwab Total Stock Market Index | 29.48B | 8.07 | 16.41 | 12.93 | ||
Schwab 1000 Index | 19.17B | 8.48 | 16.88 | 13.20 | ||
Schwab International Index | 11.7B | 17.47 | 13.16 | 6.18 | ||
Schwab Fundamental US Large Company | 9.82B | 5.35 | 12.95 | 11.87 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review