SCHB — Schwab U.S. Broad Market ETF
2403 holdings · Schwab · data as of 2026-02-28
Sector breakdown
Technology 28.9%
Financials 11%
Communication Services 9.3%
Health Care 8.7%
Consumer Discretionary 8.7%
Industrials 8.1%
Consumer Staples 4.8%
Utilities 2.2%
Energy 2.1%
Materials 1.8%
Real Estate 1.8%
Unclassified 12.4%
Sectors assigned via S&P 500 sector-ETF membership; small-cap and international holdings appear as Unclassified. See methodology.
Overlaps most with
SCHB vs ITOT 96.9% SCHB vs VTI 96.6% SCHB vs IVV 88.4% SCHB vs VOO 88.4% SCHB vs SPY 84.8% SCHB vs IVW 57.1%
Tax-loss harvesting partners for SCHB
Investors harvesting a loss in SCHB often look for a fund with similar — but not identical — exposure to stay invested without triggering the wash-sale rule. Overlap is one useful lens; funds tracking the same index are widely considered risky swaps regardless of ticker. Not tax advice — confirm with a professional.
| Candidate | Overlap with SCHB | Reading |
|---|---|---|
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 96.9% | similar exposure, different basket |
| VTI Vanguard Total Stock Market ETF | 96.6% | similar exposure, different basket |
| IVV iShares Core S&P 500 ETF | 88.4% | similar exposure, different basket |
| VOO Vanguard S&P 500 ETF | 88.4% | similar exposure, different basket |
| SPY SPDR S&P 500 ETF Trust | 84.8% | similar exposure, different basket |