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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.76 | 0.76 | 0.00 |
Shares | 99.10 | 99.10 | 0.00 |
Bonds | 0.08 | 0.08 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.81 | 17.20 |
Price to Book | 2.00 | 2.54 |
Price to Sales | 1.32 | 1.83 |
Price to Cash Flow | 8.83 | 10.81 |
Dividend Yield | 2.61 | 2.15 |
5 Years Earnings Growth | 9.32 | 9.92 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.88 | 21.51 |
Financial Services | 15.80 | 17.25 |
Industrials | 11.00 | 12.09 |
Consumer Cyclical | 10.31 | 10.53 |
Healthcare | 9.97 | 10.58 |
Real Estate | 7.89 | 4.54 |
Communication Services | 7.39 | 7.31 |
Consumer Defensive | 6.13 | 5.79 |
Energy | 4.85 | 3.98 |
Basic Materials | 4.13 | 3.72 |
Utilities | 2.66 | 2.69 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 27.43 | - | - | |
Schwab International Index | - | 16.05 | - | - | |
Schwab Fundamental US Large Company Idx | - | 13.51 | - | - | |
Schwab ® US Large-Cap Growth Idx | - | 9.05 | - | - | |
Schwab Small Cap Index | - | 8.08 | - | - | |
Schwab Fundamental Intl Equity Index Fd | - | 7.08 | - | - | |
Schwab U.S. REIT | US8085248479 | 5.00 | 21.00 | -3.09% | |
Schwab Fundamental Emerging Mkts Eq Idx | - | 4.99 | - | - | |
Schwab Fundamental Intl Sm Eq Idx | - | 4.99 | - | - | |
Schwab Fundamental US Small Company Idx | - | 3.43 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 115.46B | 1.05 | 14.38 | 12.82 | ||
Schwab Total Stock Market Index | 28.2B | 0.52 | 13.70 | 12.10 | ||
Schwab 1000 Index | 18.46B | 0.91 | 14.18 | 12.39 | ||
Schwab International Index | 11.3B | 17.51 | 11.53 | 6.05 | ||
Schwab Fundamental US Large Company | 9.71B | 0.54 | 10.12 | 11.14 |
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