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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.340 | 0.340 | 0.000 |
Stocks | 99.660 | 99.660 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.369 | 17.431 |
Price to Book | 2.658 | 2.430 |
Price to Sales | 1.580 | 1.552 |
Price to Cash Flow | 11.164 | 10.833 |
Dividend Yield | 1.688 | 1.487 |
5 Years Earnings Growth | 9.420 | 11.668 |
Name | Net % | Category Average |
---|---|---|
Technology | 16.310 | 15.452 |
Industrials | 15.960 | 19.248 |
Financial Services | 14.040 | 15.674 |
Consumer Cyclical | 11.910 | 13.389 |
Healthcare | 10.350 | 10.254 |
Real Estate | 8.310 | 7.405 |
Utilities | 5.720 | 3.919 |
Energy | 5.000 | 5.136 |
Consumer Defensive | 4.890 | 4.415 |
Basic Materials | 4.420 | 5.147 |
Communication Services | 3.080 | 3.081 |
Number of long holdings: 802
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Palantir | US69608A1088 | 0.63 | 54.10 | -2.58% | |
Aflac | US0010551028 | 0.53 | 107.51 | -0.97% | |
Arthur J Gallagher | US3635761097 | 0.51 | 290.79 | +0.04% | |
Hilton Worldwide | US43300A2033 | 0.48 | 245.76 | -0.27% | |
DR Horton | US23331A1097 | 0.48 | 168.01 | +0.78% | |
Williams | US9694571004 | 0.47 | 55.39 | +0.12% | |
Realty Income | US7561091049 | 0.47 | 56.69 | -0.55% | |
Simon Property | US8288061091 | 0.46 | 175.68 | +1.19% | |
United Rentals | US9113631090 | 0.45 | 867.19 | -1.49% | |
ONEOK | US6826801036 | 0.45 | 102.98 | +0.76% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 105.61B | 22.04 | 11.88 | 13.32 | ||
Schwab Total Stock Market Index | 26.05B | 20.60 | 10.11 | 12.72 | ||
Schwab 1000 Index | 17.6B | 21.19 | 10.66 | 12.91 | ||
Schwab International Index | 10.03B | 13.08 | 5.73 | 5.77 | ||
Schwab Fundamental US Large Company | 9.49B | 17.55 | 12.20 | 11.86 |
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