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US Stock Styles

Schwab·6 of 34 funds·19% of Schwab’s moneyIn the market’s US Stock Styles bucket: 805 ETFs · $3.16T · +14.6% YTD

Data as of Nov 5, 2026 · a scoreboard, not advice

1Y record: 6–0
Made money: 100%
Assets: $120B
Share of US Stock Styles: 4%

Story of the Week

Week of Nov 2, 2026

The 10 Largest US Stock ETFsTodaySchwab funds in gold0 of 10are Schwab’s

02 / 04

Schwab’s Total US Stock Funds

6 funds · 100% made money new: under a year old

Made money$120B

SCHB+13.3%$44.0B FNDX+27.2%$28.4B SCHA+21.4%$22.1B SCHM+22.2%$14.9B FNDA+21.5%$9.0B FNDB+26.8%$1.5B

Schwab us stock ETFs · past-year returns · as of Nov 5, 2026 · one tile per fund, largest first

Schwab in US Stock Styles

Today

Schwab $120BEveryone else $3.04T

Schwab holds 4% of US Stock Styles AUM

Schwab ETFs · current holdings · as of Nov 5, 2026

Schwab’s US Stock Funds vs AUM

Today

1%of the funds4%of the AUM

US Stock ETFsFundsAUM

Schwab6 · 1%$120B · 4%

Everyone else799 · 99%$3.04T · 96%

US Stock Styles ETFs · current AUM · as of Nov 5, 2026 · 805 funds

Top 6 Schwab US Stock ETFs

Today

$120B of $120B

#FundAUM ▼1YFee

1SCHBU.S. Broad Market$44.0B+13.3%$0.03

2FNDXFundamental U.S. Large Company$28.4B+27.2%$0.25

3SCHAU.S. Small-Cap$22.1B+21.4%$0.03

4SCHMU.S. Mid-Cap$14.9B+22.2%$0.03

5FNDAFundamental U.S. Small Company$9.0B+21.5%$0.25

6FNDBFundamental U.S. Broad Market$1.5B+26.8%$0.25

Schwab us stock ETFs · current AUM · as of Nov 5, 2026 · fee per $100 a year

Compare US Stock Names

Open versus in desk

SCHB vs VUG

YTD

SCHB

Schwab · $44.0B

+13.3%

VUG

Vanguard · $233B

+6.3%

+13.3%Past year+3.4%

$44.0BAssets$233B

End-of-day Nov 4, 2026

FNDX vs SCHB

FNDX

Schwab · $28.4B

+27.2%

SCHB

Schwab · $44.0B

+13.3%

+23.4%Year to date+13.3%

0.25%Fee0.03%

End-of-day Nov 4, 2026

FNDB vs SCHB

FNDB

Schwab · $1.5B

+26.8%

SCHB

Schwab · $44.0B

+13.3%

+22.9%Year to date+13.3%

$1.5BAssets$44.0B

End-of-day Nov 4, 2026

SCHD vs SCHB

SCHD

Schwab · $121B

+41.6%

SCHB

Schwab · $44.0B

+13.3%

+35.3%Year to date+13.3%

2.9%Yield1.0%

End-of-day Nov 4, 2026

The Year in Schwab US Stock ETFs

Schwab’s US Stock ETF Record

6–0made money · lost
of 6 with a full year

100%all ETFs 78%

Each bar is one fund · 1Y return

Typical +21.8%FNDX +27.2%

0 lost6 made money

Schwab us stock ETFs · past-year returns · as of Nov 5, 2026

Schwab’s US Stock ETF Fees

Today

$0.10per $100 a year, typical

Funds at each fee · per $100 a year

0.03

0.25

3 funds at $0.03$81.0B · 68% of the money

Schwab us stock ETFs · current fees · as of Nov 5, 2026

Schwab’s US Stock ETF Yields

Today

FundYield ▼On $10K1Y

FNDXFundamental U.S. Large Company1.4%$142/yr+27.2%

FNDBFundamental U.S. Broad Market1.4%$139/yr+26.8%

SCHMU.S. Mid-Cap1.3%$125/yr+22.2%

FNDAFundamental U.S. Small Company1.2%$120/yr+21.5%

SCHAU.S. Small-Cap1.1%$110/yr+21.4%

SCHBU.S. Broad Market1.0%$104/yr+13.3%

Schwab us stock ETFs · trailing yield · as of Nov 5, 2026

Inside US Stock Styles

Largest ETFs in Each Style

YTD

StyleFunds3 biggestMoneyAssetsYTD

Large cap307DFAC · IWB · DIA$850B+14.1%

Small cap111IJR · VB · IWM$581B+18.4%

Growth113VUG · IWF · VONG$566B+4.4%

Mid cap108IJH · VO · IWR$523B+14.3%

Value83VTV · IWD · DFAT$461B+23.6%

Factor62QUAL · USMV · MTUM$161B+14.2%

Equal weight21RSPT · EQWL · EUSA$19.4B+21.4%

Bold Schwab fund among the style’s 3 biggestWhole styleYTD asset-weighted

US Stock Styles ETFs · year-to-date returns, asset-weighted · as of Nov 5, 2026

SUS Stock Styles

Story of the Week

Compare US Stock Names

The Year in Schwab US Stock ETFs

Inside US Stock Styles

US Stock Styles