3 Charles Schwab ETFs That Could Help You Retire a Millionaire
- Charles Schwab ETFs: Charles Schwab offers competitive proprietary ETFs with a focus on cost and choice, making them appealing for investors preferring ETFs over individual stocks.
- Schwab Fundamental U.S. Broad Market Index ETF (FNDB): Undergoing reconstruction to reflect the RAFI Fundamental High Liquidity U.S. All Index, managed by Research Affiliates, offering an automated "buy low, sell high" strategy.
- Schwab U.S. Mid-Cap ETF (SCHM): Provides exposure to mid-cap stocks that have shown consistent performance and growth potential, mirroring the Dow Jones U.S. Mid-Cap Total Stock Market Index.
- Schwab U.S. Large-Cap Growth ETF (SCHG): Focuses on growth stocks, overweighted with top growth names like Microsoft and Apple, offering potential for high returns despite sector concentration risks.
- Investment Considerations: The Motley Fool Stock Advisor team suggests alternative stock picks over Schwab's Large-Cap Growth ETF, emphasizing diversification and long-term investment strategies.
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Analyst Views on SCHM

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52-Week Range Analysis: SCHM's share price has a 52-week low of $22.41 and a high of $30.3051, with the last trade recorded at $29.54.
Understanding ETFs: Exchange traded funds (ETFs) function like stocks, where investors buy and sell "units" that can be created or destroyed based on demand.
Monitoring ETF Flows: Weekly monitoring of shares outstanding helps identify ETFs with significant inflows (new units created) or outflows (old units destroyed), impacting the underlying holdings.
Disclaimer: The views expressed in the article are those of the author and do not necessarily represent Nasdaq, Inc.
ETF Analysis: The Schwab U.S. Mid-Cap ETF (SCHM) has an implied analyst target price of $33.94, indicating a potential upside of 14.77% from its current trading price of $29.57.
Notable Holdings: Key underlying holdings with significant upside potential include Glaukos Corp (53.33% upside), Darling Ingredients Inc (45.94% upside), and CCC Intelligent Solutions Holdings Inc (37.81% upside) based on their respective analyst target prices.
Analyst Target Justification: The article raises questions about whether analysts' target prices are justified or overly optimistic, suggesting that high targets may lead to downgrades if they do not align with recent developments.
Investor Research: Investors are encouraged to conduct further research to assess the validity of analyst targets and their implications for future stock performance.
ETF Analysis: The Schwab U.S. Mid-Cap ETF (SCHM) has an implied analyst target price of $33.58, indicating a potential upside of 12.13% from its current trading price of $29.95.
Notable Holdings: Key underlying holdings with significant upside potential include Acadia Healthcare (36.79% upside), Clarivate (27.18% upside), and Valvoline (12.39% upside) based on their respective analyst target prices.
ETF Analysis: The Schwab U.S. Mid-Cap ETF (SCHM) has an implied analyst target price of $33.11 per unit, indicating a potential upside of 12% from its current trading price of $29.56.
Notable Holdings: Key underlying holdings contributing to this upside include Noble Corporation plc (NE), RenaissanceRe Holdings Ltd. (RNR), and SouthState Corp (SSB), each showing significant potential for price increases based on analyst targets.
Analyst Target Comparisons: NE is expected to rise by 18.01% to a target of $33.86/share, RNR by 13.57% to $277.50/share, and SSB by 13.01% to $115.00/share, compared to their recent prices.
Investor Considerations: Questions arise regarding the validity of these analyst targets, suggesting that investors should conduct further research to determine if the optimism reflected in these targets is justified or overly optimistic.
ETF Analysis: The Schwab U.S. Mid-Cap ETF (SCHM) has an implied analyst target price of $32.87, indicating a potential upside of 12.30% from its current trading price of $29.27. Notable underlying holdings with significant upside include SPS Commerce, Morningstar Inc., and UiPath Inc.
Investor Considerations: Analysts' target prices may reflect optimism or could be outdated, prompting further research by investors to determine the validity of these projections in light of recent company and industry developments.
ETF Analysis: The Schwab U.S. Mid-Cap ETF (SCHM) has an implied analyst target price of $31.68, indicating a potential upside of 9.73% from its current trading price of $28.87.
Individual Holdings Performance: Notable underlying holdings such as CNA Financial Corp, CubeSmart, and e.l.f. Beauty Inc show significant upside potential based on analysts' target prices, raising questions about the validity of these targets in light of recent market developments.










