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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.51 | 0.51 | 0.00 |
Stocks | 99.48 | 99.48 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 10.84 | 11.64 |
Price to Book | 1.12 | 1.39 |
Price to Sales | 0.69 | 0.94 |
Price to Cash Flow | 5.41 | 5.98 |
Dividend Yield | 4.11 | 3.89 |
5 Years Earnings Growth | 9.62 | 9.55 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.34 | 20.25 |
Industrials | 15.75 | 14.27 |
Consumer Cyclical | 12.79 | 11.67 |
Basic Materials | 10.87 | 7.80 |
Energy | 9.80 | 7.49 |
Consumer Defensive | 7.52 | 9.25 |
Technology | 7.52 | 8.56 |
Healthcare | 5.69 | 10.55 |
Communication Services | 5.30 | 6.10 |
Utilities | 4.06 | 3.43 |
Real Estate | 1.36 | 1.81 |
Number of long holdings: 927
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 2.54 | 32.70 | -0.12% | |
Samsung Electronics Co | KR7005930003 | 2.00 | 75,900 | -3.07% | |
Toyota Motor | JP3633400001 | 1.74 | 3,393.0 | -0.29% | |
TotalEnergies SE | FR0000120271 | 1.41 | 65.99 | +0.44% | |
BP | GB0007980591 | 1.09 | 483.00 | +0.09% | |
Glencore | JE00B4T3BW64 | 0.90 | 483.95 | +0.10% | |
Santander | ES0113900J37 | 0.81 | 4.7525 | -0.65% | |
Nestle | CH0038863350 | 0.77 | 92.42 | -0.94% | |
Honda Motor | JP3854600008 | 0.77 | 1,734.0 | +0.14% | |
HSBC | GB0005405286 | 0.76 | 693.40 | +0.29% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 93.91B | 6.02 | 8.03 | 12.35 | ||
Schwab Total Stock Market Index | 23.56B | 5.20 | 6.21 | 11.70 | ||
Schwab 1000 Index | 16.28B | 5.71 | 6.86 | 11.94 | ||
Schwab International Index | 9.73B | 2.39 | 2.74 | 4.32 | ||
Schwab Fundamental US Large Company | 8.68B | 4.33 | 8.35 | 10.98 |
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