The 3 Schwab ETFs to Buy Before March
Charles SchwabCharles Schwab(US:SCHW) 247Wallst·2026-02-23 17:45

Core Viewpoint - Schwab offers three ETFs that are recommended for long-term investors, focusing on low expense ratios and strong historical performance, making them suitable for various risk tolerances and investment horizons [1]. Group 1: Schwab U.S. Broad Market ETF (SCHB) - SCHB tracks approximately 2,500 U.S. companies and has a low expense ratio of 0.03%, delivering annualized returns of 14-15% over the past decade [1]. - The ETF provides exposure to both large-cap and small-cap stocks, with a dividend yield of about 1.1%, which is beneficial for long-term compounding [1]. - Recent one-year returns are reported to be around 15-17%, indicating strong performance against inflation [1]. Group 2: Schwab U.S. Dividend Equity ETF (SCHD) - SCHD tracks the Dow Jones U.S. Dividend 100 Index, focusing on 100 quality firms with over 10 years of dividend payments, featuring an expense ratio of approximately 0.06% [1]. - The ETF offers a dividend yield exceeding 3.5%, appealing to long-term investors seeking income [1]. - The fund's defensive strategy towards dividend-paying stocks with robust balance sheets is seen as advantageous in uncertain macroeconomic conditions [1]. Group 3: Schwab U.S. Small-Cap ETF (SCHA) - SCHA tracks the Dow Jones U.S. Small-Cap Total Stock Market Index, holding around 1,750 companies with market caps under $10 billion, and has an expense ratio of 0.04% [1]. - The ETF is positioned for growth, particularly in sectors like technology and biotech, and has a yield of approximately 1.2% [1]. - The small-cap sector is viewed as undervalued, with potential for significant upside due to lower price-earnings ratios compared to large-caps [1].

The 3 Schwab ETFs to Buy Before March - Reportify