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Acropolis Investment Management LLC trimmed its position in Schwab US Broad Market ETF (NYSEARCA:SCHB) by 98.1% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,630 shares of the company's stock after selling 338,936 shares during
Turning $150,000 in savings into a real investment portfolio sounds complicated until you see how three funds with identical expense ratios divide the entire investable world between them, and why the hardest part has nothing to do with picking the right one.
Tompkins Financial Corp acquired a new stake in Schwab US Broad Market ETF (NYSEARCA:SCHB) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 38,998 shares of the company's stock, valued at approximately $1,143,000. A number of other large
Both charge 0.03% fees, but Vanguard's 2.3% yield and lower volatility appeal to income investors, while Schwab's 2,396-stock portfolio offers broader diversification.
The Vanguard Total Stock Market ETF promises broader diversification than the S&P 500, but a decade of returns tells a different story about what those extra 3,000 tickers actually deliver to your portfolio.
The Schwab U.S. Broad Market ETF's (SCHB) concentration risk is increasingly difficult to justify, with 33.7% of assets in its top 10 holdings and 36% allocated to technology. The mega-cap earnings advantage is narrowing, with large and mid caps expected to deliver increasingly similar earnings growth into 2027. Mid caps offer the stronger risk/reward, trading around 14.7x forward earnings versus 18.1x for large caps while providing comparable growth and substantially less concentration risk.
That mutual fund you bought during the Clinton years has quietly been draining your returns for decades, and the gap between what you pay and what modern investors pay is almost certainly bigger than you realize.
The Vanguard Morningstar Total Stock Market ETF and the Schwab U.S. Broad Market ETF both feature a low 0.03% expense ratio. The Vanguard fund holds roughly 1,200 more stocks than the Schwab fund, providing deeper exposure to small-cap companies.