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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 | 17.27 |
Price to Book | 2.00 | 2.57 |
Price to Sales | 1.32 | 1.85 |
Price to Cash Flow | 8.83 | 10.94 |
Dividend Yield | 2.61 | 2.12 |
5 Years Earnings Growth | 9.32 | 9.97 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.88 | 21.79 |
Financial Services | 15.80 | 17.11 |
Industrials | 11.00 | 12.00 |
Consumer Cyclical | 10.31 | 10.58 |
Healthcare | 9.97 | 10.58 |
Real Estate | 7.89 | 4.63 |
Communication Services | 7.39 | 7.25 |
Consumer Defensive | 6.13 | 5.70 |
Energy | 4.85 | 4.02 |
Basic Materials | 4.13 | 3.68 |
Utilities | 2.66 | 2.67 |
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 | 21.23 | 0.00% | |
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 | 112.99B | -4.93 | 12.14 | 12.27 | ||
Schwab Total Stock Market Index | 27.59B | -5.53 | 11.30 | 11.56 | ||
Schwab 1000 Index | 18.08B | -5.16 | 11.75 | 11.84 | ||
Schwab International Index | 11.18B | 12.38 | 10.59 | 5.57 | ||
Schwab Fundamental US Large Company | 9.56B | -3.09 | 9.63 | 10.83 |
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