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      SCHX vs. IWB ETF Comparison

      Comparison of Schwab U.S. Large-Cap ETF (SCHX) to iShares Russell 1000 ETF (IWB)
      SCHX

      Schwab U.S. Large-Cap ETF

      SCHX Description

      The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Total Stock Market IndexSM. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the large-cap portion of the Dow Jones U.S. Total Stock Market IndexSM actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Total Stock Market Index includes the components ranked 1-750 by full market capitalization. The index is a float-adjusted market capitalization weighted index. It may invest up to 10% of its net assets in securities not included in its index.

      Grade (RS Rating)

      Last Trade

      $61.67

      Average Daily Volume

      1,569,877

      Number of Holdings *

      731

      * may have additional holdings in another (foreign) market
      IWB

      iShares Russell 1000 ETF

      IWB Description The investment seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell 1000® Index (the "underlying index"), which measures the performance of large- and mid-capitalization sectors of the U.S. equity market.

      Grade (RS Rating)

      Last Trade

      $285.96

      Average Daily Volume

      707,822

      Number of Holdings *

      1003

      * may have additional holdings in another (foreign) market
      Performance
      Period SCHX IWB
      30 Days 0.05% -0.01%
      60 Days 1.82% 1.86%
      90 Days 4.03% 3.98%
      12 Months 28.56% 28.04%
      723 Overlapping Holdings
      Symbol Grade Weight in SCHX Weight in IWB Overlap
      A C 0.09% 0.09% 0.09%
      AA B 0.01% 0.01% 0.01%
      AAL C 0.02% 0.02% 0.02%
      AAPL B 5.36% 5.39% 5.36%
      ABBV D 0.61% 0.62% 0.61%
      ABNB D 0.16% 0.14% 0.14%
      ABT F 0.41% 0.4% 0.4%
      ACGL A 0.07% 0.07% 0.07%
      ACI D 0.02% 0.02% 0.02%
      ACM D 0.03% 0.03% 0.03%
      ACN D 0.42% 0.41% 0.41%
      ADBE F 0.47% 0.45% 0.45%
      ADI A 0.22% 0.22% 0.22%
      ADM C 0.07% 0.07% 0.07%
      ADP C 0.22% 0.22% 0.22%
      ADSK F 0.1% 0.1% 0.1%
      AEE B 0.04% 0.04% 0.04%
      AEP A 0.1% 0.1% 0.1%
      AES B 0.03% 0.03% 0.03%
      AFG C 0.02% 0.02% 0.02%
      AFL A 0.1% 0.11% 0.1%
      AGCO D 0.02% 0.02% 0.02%
      AGL F 0.0% 0.0% 0.0%
      AGNC A 0.01% 0.01% 0.01%
      AGR B 0.01% 0.01% 0.01%
      AIG A 0.11% 0.11% 0.11%
      AIRC A 0.01% 0.01% 0.01%
      AIZ C 0.02% 0.02% 0.02%
      AJG C 0.11% 0.11% 0.11%
      AKAM D 0.03% 0.03% 0.03%
      ALB C 0.03% 0.03% 0.03%
      ALGN F 0.05% 0.05% 0.05%
      ALK B 0.01% 0.01% 0.01%
      ALL B 0.1% 0.1% 0.1%
      ALLE D 0.02% 0.02% 0.02%
      ALLY B 0.02% 0.02% 0.02%
      ALNY C 0.04% 0.04% 0.04%
      AMAT C 0.37% 0.36% 0.36%
      AMCR A 0.03% 0.03% 0.03%
      AMD D 0.55% 0.55% 0.55%
      AME D 0.09% 0.09% 0.09%
      AMGN B 0.31% 0.32% 0.31%
      AMH B 0.03% 0.03% 0.03%
      AMP C 0.09% 0.09% 0.09%
      AMT D 0.17% 0.17% 0.17%
      AMZN A 3.58% 3.42% 3.42%
      ANET C 0.15% 0.14% 0.14%
      ANSS D 0.06% 0.06% 0.06%
      AON D 0.12% 0.12% 0.12%
      AOS C 0.02% 0.02% 0.02%
      APA F 0.03% 0.02% 0.02%
      APD C 0.11% 0.11% 0.11%
      APH A 0.16% 0.15% 0.15%
      APO C 0.11% 0.12% 0.11%
      APP B 0.03% 0.03% 0.03%
      APTV C 0.04% 0.04% 0.04%
      AR A 0.02% 0.02% 0.02%
      ARE D 0.04% 0.04% 0.04%
      ARES A 0.05% 0.05% 0.05%
      ARMK C 0.02% 0.02% 0.02%
      ARW C 0.02% 0.02% 0.02%
      ATO B 0.04% 0.04% 0.04%
      ATR A 0.02% 0.02% 0.02%
      AVB A 0.06% 0.06% 0.06%
      AVGO D 1.29% 1.22% 1.22%
      AVTR D 0.04% 0.04% 0.04%
      AVY A 0.04% 0.04% 0.04%
      AWK B 0.05% 0.05% 0.05%
      AXON C 0.05% 0.05% 0.05%
      AXP A 0.29% 0.29% 0.29%
      AXTA A 0.02% 0.02% 0.02%
      AYI C 0.02% 0.02% 0.02%
      AZO D 0.11% 0.11% 0.11%
      BA F 0.21% 0.21% 0.21%
      BAC A 0.57% 0.55% 0.55%
      BAH A 0.04% 0.04% 0.04%
      BALL B 0.05% 0.05% 0.05%
      BAX F 0.04% 0.04% 0.04%
      BBWI B 0.02% 0.02% 0.02%
      BBY D 0.03% 0.03% 0.03%
      BDX F 0.15% 0.15% 0.15%
      BEN D 0.02% 0.01% 0.01%
      BERY C 0.01% 0.01% 0.01%
      BG B 0.03% 0.03% 0.03%
      BIIB C 0.07% 0.07% 0.07%
      BILL F 0.01% 0.01% 0.01%
      BIO F 0.01% 0.01% 0.01%
      BJ B 0.02% 0.02% 0.02%
      BK A 0.09% 0.09% 0.09%
      BKNG B 0.27% 0.26% 0.26%
      BKR C 0.07% 0.07% 0.07%
      BLD D 0.03% 0.03% 0.03%
      BLDR D 0.05% 0.05% 0.05%
      BLK D 0.23% 0.24% 0.23%
      BMRN F 0.03% 0.03% 0.03%
      BMY F 0.2% 0.19% 0.19%
      BOKF A 0.01% 0.01% 0.01%
      BR D 0.05% 0.05% 0.05%
      BRK.A C 1.6% 1.58% 1.58%
      BRKR D 0.02% 0.02% 0.02%
      BRO C 0.04% 0.04% 0.04%
      BSX A 0.23% 0.23% 0.23%
      BSY A 0.03% 0.02% 0.02%
      BURL D 0.03% 0.03% 0.03%
      BWA B 0.02% 0.02% 0.02%
      BX D 0.19% 0.18% 0.18%
      BXP D 0.02% 0.02% 0.02%
      C A 0.26% 0.25% 0.25%
      CACC D 0.01% 0.01% 0.01%
      CACI A 0.02% 0.02% 0.02%
      CAG B 0.03% 0.03% 0.03%
      CAH F 0.05% 0.05% 0.05%
      CAR D 0.0% 0.0% 0.0%
      CARR A 0.11% 0.11% 0.11%
      CASY A 0.03% 0.03% 0.03%
      CAT C 0.38% 0.37% 0.37%
      CB C 0.22% 0.22% 0.22%
      CBRE D 0.06% 0.06% 0.06%
      CBSH A 0.01% 0.01% 0.01%
      CCI D 0.09% 0.09% 0.09%
      CCK C 0.02% 0.02% 0.02%
      CCL F 0.03% 0.03% 0.03%
      CDNS D 0.17% 0.16% 0.16%
      CDW D 0.07% 0.07% 0.07%
      CE C 0.03% 0.03% 0.03%
      CEG A 0.13% 0.13% 0.13%
      CELH C 0.02% 0.02% 0.02%
      CF F 0.03% 0.03% 0.03%
      CFG A 0.04% 0.03% 0.03%
      CFR D 0.01% 0.01% 0.01%
      CG D 0.02% 0.02% 0.02%
      CGNX B 0.02% 0.02% 0.02%
      CHD A 0.06% 0.06% 0.06%
      CHDN B 0.02% 0.02% 0.02%
      CHE D 0.02% 0.02% 0.02%
      CHK C 0.02% 0.02% 0.02%
      CHRW C 0.02% 0.02% 0.02%
      CHTR F 0.05% 0.06% 0.05%
      CI C 0.23% 0.22% 0.22%
      CIEN D 0.01% 0.01% 0.01%
      CINF C 0.04% 0.04% 0.04%
      CL A 0.16% 0.16% 0.16%
      CLF F 0.02% 0.02% 0.02%
      CLH A 0.02% 0.02% 0.02%
      CLX D 0.04% 0.04% 0.04%
      CMA B 0.01% 0.01% 0.01%
      CMCSA D 0.33% 0.33% 0.33%
      CME C 0.17% 0.16% 0.16%
      CMG A 0.19% 0.19% 0.19%
      CMI B 0.09% 0.08% 0.08%
      CMS A 0.04% 0.04% 0.04%
      CNA B 0.0% 0.0% 0.0%
      CNC C 0.09% 0.08% 0.08%
      CNP B 0.04% 0.04% 0.04%
      COF C 0.12% 0.12% 0.12%
      COIN D 0.09% 0.08% 0.08%
      COLD F 0.01% 0.01% 0.01%
      COP C 0.33% 0.33% 0.33%
      COST A 0.71% 0.69% 0.69%
      COTY F 0.01% 0.01% 0.01%
      CPB B 0.02% 0.02% 0.02%
      CPRT D 0.11% 0.1% 0.1%
      CPT B 0.02% 0.02% 0.02%
      CRL D 0.03% 0.03% 0.03%
      CRM D 0.58% 0.55% 0.55%
      CRWD C 0.15% 0.14% 0.14%
      CSCO D 0.42% 0.41% 0.41%
      CSGP C 0.08% 0.08% 0.08%
      CSL A 0.04% 0.04% 0.04%
      CSX D 0.15% 0.14% 0.14%
      CTAS A 0.13% 0.12% 0.12%
      CTLT D 0.02% 0.02% 0.02%
      CTRA B 0.05% 0.04% 0.04%
      CTSH D 0.07% 0.07% 0.07%
      CTVA A 0.08% 0.08% 0.08%
      CUBE D 0.02% 0.02% 0.02%
      CVS F 0.18% 0.19% 0.18%
      CVX A 0.63% 0.6% 0.6%
      CW A 0.02% 0.02% 0.02%
      CZR F 0.02% 0.02% 0.02%
      D A 0.09% 0.09% 0.09%
      DAL A 0.07% 0.07% 0.07%
      DAR D 0.02% 0.01% 0.01%
      DASH D 0.09% 0.09% 0.09%
      DAY F 0.02% 0.02% 0.02%
      DCI A 0.02% 0.02% 0.02%
      DD A 0.07% 0.07% 0.07%
      DDOG D 0.09% 0.08% 0.08%
      DE B 0.22% 0.22% 0.22%
      DECK D 0.05% 0.05% 0.05%
      DFS C 0.07% 0.07% 0.07%
      DG D 0.07% 0.07% 0.07%
      DGX B 0.03% 0.03% 0.03%
      DHI D 0.09% 0.09% 0.09%
      DHR C 0.35% 0.35% 0.35%
      DINO D 0.02% 0.02% 0.02%
      DIS D 0.45% 0.44% 0.44%
      DKNG C 0.04% 0.04% 0.04%
      DKS D 0.03% 0.02% 0.02%
      DLR C 0.09% 0.09% 0.09%
      DLTR F 0.05% 0.05% 0.05%
      DOC A 0.03% 0.03% 0.03%
      DOCU C 0.03% 0.02% 0.02%
      DOV A 0.05% 0.05% 0.05%
      DOW B 0.09% 0.09% 0.09%
      DPZ B 0.04% 0.04% 0.04%
      DRI F 0.04% 0.04% 0.04%
      DT D 0.02% 0.03% 0.02%
      DTE A 0.05% 0.05% 0.05%
      DUK A 0.16% 0.16% 0.16%
      DVA B 0.02% 0.02% 0.02%
      DVN C 0.07% 0.07% 0.07%
      DXCM D 0.1% 0.11% 0.1%
      EA F 0.07% 0.07% 0.07%
      EBAY D 0.06% 0.06% 0.06%
      ECL A 0.12% 0.12% 0.12%
      ED A 0.07% 0.07% 0.07%
      EFX D 0.06% 0.06% 0.06%
      EG C 0.03% 0.03% 0.03%
      EGP D 0.02% 0.02% 0.02%
      EHC A 0.02% 0.02% 0.02%
      EIX A 0.06% 0.06% 0.06%
      EL F 0.08% 0.07% 0.07%
      ELAN B 0.01% 0.01% 0.01%
      ELS D 0.02% 0.02% 0.02%
      ELV A 0.28% 0.27% 0.27%
      EME A 0.04% 0.04% 0.04%
      EMN A 0.02% 0.02% 0.02%
      EMR A 0.14% 0.13% 0.13%
      ENPH F 0.03% 0.03% 0.03%
      ENTG D 0.04% 0.04% 0.04%
      EOG C 0.17% 0.17% 0.17%
      EPAM F 0.03% 0.03% 0.03%
      EQH A 0.03% 0.03% 0.03%
      EQIX D 0.15% 0.14% 0.14%
      EQR A 0.05% 0.05% 0.05%
      EQT C 0.04% 0.03% 0.03%
      ES B 0.05% 0.05% 0.05%
      ESS A 0.03% 0.03% 0.03%
      ESTC C 0.02% 0.02% 0.02%
      ETN A 0.28% 0.27% 0.27%
      ETR A 0.05% 0.05% 0.05%
      ETSY F 0.02% 0.02% 0.02%
      EVRG B 0.03% 0.03% 0.03%
      EW D 0.11% 0.11% 0.11%
      EWBC B 0.02% 0.02% 0.02%
      EXAS F 0.02% 0.02% 0.02%
      EXC B 0.08% 0.08% 0.08%
      EXPD D 0.04% 0.03% 0.03%
      EXPE F 0.04% 0.04% 0.04%
      EXR C 0.06% 0.06% 0.06%
      F D 0.11% 0.1% 0.1%
      FANG B 0.08% 0.08% 0.08%
      FAST D 0.09% 0.08% 0.08%
      FCNCA B 0.05% 0.04% 0.04%
      FCX B 0.16% 0.15% 0.15%
      FDS D 0.04% 0.03% 0.03%
      FDX D 0.13% 0.13% 0.13%
      FE A 0.04% 0.05% 0.04%
      FFIV D 0.02% 0.02% 0.02%
      FHN A 0.02% 0.02% 0.02%
      FICO C 0.06% 0.06% 0.06%
      FIS C 0.09% 0.09% 0.09%
      FITB A 0.05% 0.05% 0.05%
      FIVE F 0.02% 0.02% 0.02%
      FIVN F 0.01% 0.01% 0.01%
      FMC C 0.02% 0.02% 0.02%
      FND C 0.03% 0.03% 0.03%
      FNF B 0.03% 0.03% 0.03%
      FOXA B 0.02% 0.02% 0.02%
      FRT C 0.02% 0.02% 0.02%
      FSLR B 0.04% 0.04% 0.04%
      FTI A 0.03% 0.02% 0.02%
      FTNT F 0.09% 0.09% 0.09%
      FTV D 0.06% 0.06% 0.06%
      G D 0.01% 0.01% 0.01%
      GD A 0.14% 0.15% 0.14%
      GDDY A 0.04% 0.04% 0.04%
      GE A 0.39% 0.38% 0.38%
      GEHC D 0.08% 0.07% 0.07%
      GEV C 0.09% 0.09% 0.09%
      GGG D 0.03% 0.03% 0.03%
      GILD F 0.18% 0.18% 0.18%
      GIS B 0.09% 0.09% 0.09%
      GL F 0.01% 0.01% 0.01%
      GLPI D 0.02% 0.02% 0.02%
      GLW B 0.05% 0.06% 0.05%
      GM A 0.12% 0.11% 0.11%
      GME C 0.01% 0.01% 0.01%
      GNRC B 0.02% 0.02% 0.02%
      GNTX D 0.02% 0.02% 0.02%
      GOOG B 1.87% 1.79% 1.79%
      GOOGL B 2.21% 2.1% 2.1%
      GPC C 0.05% 0.05% 0.05%
      GPN F 0.07% 0.07% 0.07%
      GRMN A 0.05% 0.05% 0.05%
      GS A 0.3% 0.29% 0.29%
      GWRE B 0.02% 0.02% 0.02%
      GWW D 0.09% 0.09% 0.09%
      HAL D 0.07% 0.07% 0.07%
      HAS C 0.02% 0.02% 0.02%
      HBAN A 0.04% 0.04% 0.04%
      HCA C 0.13% 0.13% 0.13%
      HD D 0.73% 0.72% 0.72%
      HEI A 0.05% 0.02% 0.02%
      HEI A 0.05% 0.03% 0.03%
      HES B 0.1% 0.09% 0.09%
      HIG C 0.06% 0.06% 0.06%
      HII D 0.02% 0.02% 0.02%
      HLT D 0.11% 0.11% 0.11%
      HOLX D 0.04% 0.04% 0.04%
      HON C 0.28% 0.28% 0.28%
      HOOD D 0.02% 0.02% 0.02%
      HPE D 0.05% 0.05% 0.05%
      HPQ C 0.05% 0.05% 0.05%
      HRL B 0.02% 0.02% 0.02%
      HSIC C 0.02% 0.02% 0.02%
      HST D 0.03% 0.03% 0.03%
      HSY B 0.06% 0.06% 0.06%
      HTZ F 0.0% 0.0% 0.0%
      HUBB C 0.05% 0.04% 0.04%
      HUBS D 0.07% 0.06% 0.06%
      HUM D 0.08% 0.08% 0.08%
      HWM A 0.06% 0.05% 0.05%
      IBKR B 0.03% 0.03% 0.03%
      IBM D 0.33% 0.33% 0.33%
      ICE C 0.16% 0.16% 0.16%
      IDXX D 0.09% 0.09% 0.09%
      IEX D 0.04% 0.04% 0.04%
      IFF A 0.05% 0.05% 0.05%
      ILMN F 0.04% 0.04% 0.04%
      INCY D 0.02% 0.02% 0.02%
      INTC F 0.29% 0.28% 0.28%
      INTU D 0.39% 0.37% 0.37%
      INVH B 0.04% 0.05% 0.04%
      IP C 0.02% 0.03% 0.02%
      IPG D 0.03% 0.03% 0.03%
      IQV D 0.09% 0.09% 0.09%
      IR D 0.08% 0.08% 0.08%
      IRM C 0.05% 0.05% 0.05%
      ISRG C 0.29% 0.28% 0.28%
      IT D 0.08% 0.07% 0.07%
      ITT A 0.02% 0.02% 0.02%
      ITW D 0.15% 0.16% 0.15%
      IVZ D 0.01% 0.01% 0.01%
      J D 0.04% 0.04% 0.04%
      JAZZ F 0.01% 0.01% 0.01%
      JBHT F 0.03% 0.03% 0.03%
      JBL F 0.03% 0.03% 0.03%
      JCI B 0.1% 0.1% 0.1%
      JEF B 0.02% 0.02% 0.02%
      JKHY C 0.03% 0.03% 0.03%
      JLL C 0.02% 0.02% 0.02%
      JNJ F 0.77% 0.76% 0.76%
      JNPR D 0.02% 0.02% 0.02%
      JPM A 1.22% 1.2% 1.2%
      K B 0.03% 0.03% 0.03%
      KBR B 0.02% 0.02% 0.02%
      KDP A 0.08% 0.07% 0.07%
      KEY C 0.03% 0.03% 0.03%
      KEYS D 0.06% 0.06% 0.06%
      KHC C 0.07% 0.07% 0.07%
      KIM C 0.03% 0.03% 0.03%
      KKR B 0.14% 0.13% 0.13%
      KLAC B 0.21% 0.2% 0.2%
      KMB B 0.1% 0.1% 0.1%
      KMI A 0.08% 0.08% 0.08%
      KMX D 0.02% 0.02% 0.02%
      KNSL F 0.02% 0.02% 0.02%
      KNX D 0.02% 0.02% 0.02%
      KO A 0.52% 0.52% 0.52%
      KR D 0.08% 0.08% 0.08%
      KVUE C 0.07% 0.07% 0.07%
      L A 0.03% 0.03% 0.03%
      LAD D 0.02% 0.02% 0.02%
      LAMR A 0.02% 0.02% 0.02%
      LBRDK F 0.01% 0.01% 0.01%
      LCID F 0.0% 0.0% 0.0%
      LDOS A 0.04% 0.04% 0.04%
      LEA D 0.02% 0.02% 0.02%
      LECO D 0.03% 0.03% 0.03%
      LEN C 0.09% 0.08% 0.08%
      LEN C 0.09% 0.0% 0.0%
      LH D 0.04% 0.04% 0.04%
      LHX A 0.09% 0.09% 0.09%
      LII C 0.03% 0.03% 0.03%
      LIN D 0.47% 0.46% 0.46%
      LKQ F 0.03% 0.03% 0.03%
      LLY C 1.28% 1.43% 1.28%
      LMT A 0.22% 0.22% 0.22%
      LNG C 0.08% 0.08% 0.08%
      LNT B 0.03% 0.03% 0.03%
      LOW D 0.29% 0.29% 0.29%
      LPLA C 0.04% 0.04% 0.04%
      LRCX D 0.26% 0.25% 0.25%
      LSCC F 0.02% 0.02% 0.02%
      LULU F 0.09% 0.09% 0.09%
      LUV F 0.04% 0.03% 0.03%
      LVS F 0.04% 0.04% 0.04%
      LW F 0.03% 0.03% 0.03%
      LYB C 0.06% 0.06% 0.06%
      LYV D 0.03% 0.03% 0.03%
      MA D 0.83% 0.81% 0.81%
      MAA B 0.03% 0.03% 0.03%
      MANH D 0.03% 0.03% 0.03%
      MAR D 0.13% 0.12% 0.12%
      MAS D 0.03% 0.03% 0.03%
      MASI D 0.01% 0.01% 0.01%
      MCD F 0.43% 0.43% 0.43%
      MCHP C 0.11% 0.11% 0.11%
      MCK A 0.16% 0.16% 0.16%
      MCO B 0.13% 0.13% 0.13%
      MDB F 0.06% 0.05% 0.05%
      MDLZ C 0.21% 0.21% 0.21%
      MDT C 0.23% 0.23% 0.23%
      MEDP C 0.02% 0.02% 0.02%
      MET C 0.09% 0.1% 0.09%
      META D 2.13% 2.06% 2.06%
      MGM D 0.02% 0.02% 0.02%
      MHK C 0.01% 0.01% 0.01%
      MIDD F 0.02% 0.02% 0.02%
      MKC C 0.04% 0.04% 0.04%
      MKL A 0.04% 0.04% 0.04%
      MKTX F 0.02% 0.02% 0.02%
      MLM C 0.08% 0.08% 0.08%
      MMC B 0.21% 0.21% 0.21%
      MMM B 0.11% 0.12% 0.11%
      MNST D 0.09% 0.09% 0.09%
      MO A 0.17% 0.17% 0.17%
      MOH D 0.04% 0.04% 0.04%
      MORN D 0.02% 0.02% 0.02%
      MOS F 0.02% 0.02% 0.02%
      MPC D 0.16% 0.15% 0.15%
      MPWR B 0.07% 0.07% 0.07%
      MRK B 0.73% 0.71% 0.71%
      MRNA B 0.08% 0.08% 0.08%
      MRO C 0.04% 0.03% 0.03%
      MRVL D 0.13% 0.12% 0.12%
      MS A 0.25% 0.23% 0.23%
      MSCI F 0.08% 0.08% 0.08%
      MSFT D 6.59% 6.28% 6.28%
      MSI A 0.13% 0.12% 0.12%
      MTB A 0.05% 0.05% 0.05%
      MTCH F 0.02% 0.02% 0.02%
      MTD C 0.06% 0.06% 0.06%
      MTN F 0.02% 0.02% 0.02%
      MU B 0.28% 0.27% 0.27%
      NBIX C 0.03% 0.03% 0.03%
      NCLH F 0.02% 0.02% 0.02%
      NDAQ D 0.05% 0.05% 0.05%
      NDSN A 0.03% 0.03% 0.03%
      NEE B 0.3% 0.3% 0.3%
      NEM B 0.11% 0.1% 0.1%
      NET F 0.06% 0.06% 0.06%
      NFE F 0.0% 0.0% 0.0%
      NFLX C 0.53% 0.51% 0.51%
      NI A 0.03% 0.03% 0.03%
      NKE F 0.25% 0.23% 0.23%
      NNN A 0.02% 0.02% 0.02%
      NOC C 0.15% 0.15% 0.15%
      NOV D 0.02% 0.02% 0.02%
      NOW D 0.32% 0.31% 0.31%
      NRG A 0.04% 0.04% 0.04%
      NSC D 0.12% 0.11% 0.11%
      NTAP B 0.05% 0.05% 0.05%
      NTRS B 0.04% 0.04% 0.04%
      NUE D 0.09% 0.09% 0.09%
      NVDA B 4.73% 4.45% 4.45%
      NVR D 0.05% 0.05% 0.05%
      NVT A 0.03% 0.03% 0.03%
      NWSA D 0.03% 0.02% 0.02%
      NYCB D 0.0% 0.0% 0.0%
      O B 0.1% 0.1% 0.1%
      OC A 0.03% 0.03% 0.03%
      ODFL D 0.07% 0.08% 0.07%
      OGE A 0.01% 0.02% 0.01%
      OGN B 0.01% 0.01% 0.01%
      OHI C 0.02% 0.02% 0.02%
      OKE A 0.1% 0.1% 0.1%
      OKTA D 0.03% 0.03% 0.03%
      OLED B 0.02% 0.02% 0.02%
      OMC A 0.04% 0.04% 0.04%
      ON F 0.06% 0.07% 0.06%
      ORCL D 0.41% 0.38% 0.38%
      ORI A 0.02% 0.02% 0.02%
      ORLY D 0.13% 0.13% 0.13%
      OTIS D 0.08% 0.08% 0.08%
      OVV D 0.03% 0.03% 0.03%
      OXY C 0.1% 0.1% 0.1%
      PAG B 0.01% 0.01% 0.01%
      PANW C 0.2% 0.19% 0.19%
      PARA C 0.01% 0.01% 0.01%
      PATH F 0.02% 0.02% 0.02%
      PAYC F 0.02% 0.02% 0.02%
      PAYX C 0.08% 0.08% 0.08%
      PCAR D 0.13% 0.12% 0.12%
      PCG B 0.08% 0.08% 0.08%
      PCOR D 0.01% 0.01% 0.01%
      PCTY F 0.01% 0.01% 0.01%
      PEG A 0.07% 0.07% 0.07%
      PEN F 0.02% 0.02% 0.02%
      PEP B 0.53% 0.53% 0.53%
      PFE C 0.31% 0.31% 0.31%
      PFG C 0.04% 0.04% 0.04%
      PFGC D 0.02% 0.02% 0.02%
      PG A 0.83% 0.83% 0.83%
      PGR A 0.27% 0.26% 0.26%
      PH A 0.16% 0.15% 0.15%
      PHM B 0.05% 0.05% 0.05%
      PII F 0.01% 0.01% 0.01%
      PINS A 0.04% 0.04% 0.04%
      PKG D 0.03% 0.03% 0.03%
      PLD D 0.21% 0.2% 0.2%
      PLTR D 0.09% 0.09% 0.09%
      PLUG F 0.0% 0.0% 0.0%
      PM A 0.32% 0.32% 0.32%
      PNC B 0.14% 0.13% 0.13%
      PNR B 0.03% 0.03% 0.03%
      PNW B 0.02% 0.02% 0.02%
      PODD C 0.03% 0.03% 0.03%
      POOL D 0.03% 0.03% 0.03%
      POST B 0.01% 0.01% 0.01%
      PPG D 0.07% 0.07% 0.07%
      PPL A 0.04% 0.04% 0.04%
      PRU A 0.09% 0.09% 0.09%
      PSA C 0.09% 0.09% 0.09%
      PSTG C 0.03% 0.03% 0.03%
      PSX D 0.14% 0.14% 0.14%
      PTC D 0.05% 0.04% 0.04%
      PWR A 0.08% 0.08% 0.08%
      PXD B 0.14% 0.14% 0.14%
      PYPL C 0.15% 0.16% 0.15%
      QCOM B 0.4% 0.4% 0.4%
      QRVO F 0.02% 0.03% 0.02%
      RBA D 0.03% 0.03% 0.03%
      RBLX F 0.04% 0.04% 0.04%
      RCL A 0.07% 0.07% 0.07%
      RCM F 0.0% 0.0% 0.0%
      REG D 0.02% 0.02% 0.02%
      REGN C 0.2% 0.2% 0.2%
      REXR D 0.02% 0.02% 0.02%
      REYN A 0.0% 0.0% 0.0%
      RF B 0.04% 0.04% 0.04%
      RGA A 0.03% 0.03% 0.03%
      RGEN F 0.02% 0.02% 0.02%
      RGLD B 0.02% 0.02% 0.02%
      RH C 0.01% 0.01% 0.01%
      RHI D 0.02% 0.02% 0.02%
      RIVN F 0.01% 0.01% 0.01%
      RJF B 0.05% 0.05% 0.05%
      RMD B 0.07% 0.07% 0.07%
      RNR D 0.02% 0.02% 0.02%
      ROK F 0.07% 0.07% 0.07%
      ROKU F 0.02% 0.02% 0.02%
      ROL A 0.03% 0.02% 0.02%
      ROP D 0.12% 0.12% 0.12%
      ROST D 0.1% 0.09% 0.09%
      RPM D 0.03% 0.03% 0.03%
      RPRX F 0.02% 0.02% 0.02%
      RRC B 0.02% 0.02% 0.02%
      RRX D 0.02% 0.02% 0.02%
      RS D 0.04% 0.04% 0.04%
      RSG C 0.09% 0.09% 0.09%
      RTX A 0.29% 0.32% 0.29%
      SAIA F 0.02% 0.02% 0.02%
      SBAC F 0.05% 0.04% 0.04%
      SBUX F 0.22% 0.21% 0.21%
      SCHW A 0.24% 0.24% 0.24%
      SCI D 0.02% 0.02% 0.02%
      SEE C 0.01% 0.01% 0.01%
      SEIC C 0.01% 0.01% 0.01%
      SHW D 0.16% 0.15% 0.15%
      SIRI F 0.0% 0.0% 0.0%
      SJM F 0.03% 0.03% 0.03%
      SLB D 0.15% 0.15% 0.15%
      SNA D 0.03% 0.03% 0.03%
      SNOW F 0.11% 0.11% 0.11%
      SNPS D 0.18% 0.17% 0.17%
      SNX A 0.02% 0.02% 0.02%
      SO A 0.17% 0.17% 0.17%
      SOFI F 0.02% 0.01% 0.01%
      SOLV D 0.02% 0.02% 0.02%
      SON B 0.01% 0.01% 0.01%
      SPG C 0.1% 0.1% 0.1%
      SPGI C 0.29% 0.29% 0.29%
      SQ D 0.09% 0.09% 0.09%
      SRE A 0.1% 0.1% 0.1%
      SRPT B 0.03% 0.02% 0.02%
      SSNC C 0.03% 0.03% 0.03%
      ST B 0.01% 0.01% 0.01%
      STE C 0.04% 0.04% 0.04%
      STLD D 0.04% 0.04% 0.04%
      STT B 0.05% 0.05% 0.05%
      STWD C 0.01% 0.01% 0.01%
      STZ C 0.09% 0.09% 0.09%
      SUI D 0.03% 0.03% 0.03%
      SWAV A 0.03% 0.03% 0.03%
      SWK F 0.03% 0.03% 0.03%
      SWKS F 0.04% 0.04% 0.04%
      SYF A 0.04% 0.04% 0.04%
      SYK D 0.25% 0.26% 0.25%
      SYY D 0.08% 0.08% 0.08%
      T B 0.26% 0.26% 0.26%
      TAP F 0.03% 0.02% 0.02%
      TDG A 0.15% 0.14% 0.14%
      TDY D 0.04% 0.04% 0.04%
      TEAM F 0.06% 0.06% 0.06%
      TECH B 0.02% 0.02% 0.02%
      TER A 0.04% 0.04% 0.04%
      TFC A 0.11% 0.11% 0.11%
      TFX F 0.02% 0.02% 0.02%
      TGT D 0.17% 0.16% 0.16%
      TJX C 0.24% 0.23% 0.23%
      TMO C 0.48% 0.48% 0.48%
      TMUS B 0.19% 0.17% 0.17%
      TOL B 0.03% 0.03% 0.03%
      TOST B 0.02% 0.02% 0.02%
      TPL B 0.02% 0.02% 0.02%
      TPR D 0.02% 0.02% 0.02%
      TPX C 0.02% 0.02% 0.02%
      TREX D 0.02% 0.02% 0.02%
      TRGP C 0.06% 0.05% 0.05%
      TRMB D 0.03% 0.03% 0.03%
      TROW D 0.06% 0.05% 0.05%
      TRU B 0.03% 0.03% 0.03%
      TRV D 0.11% 0.1% 0.1%
      TSCO C 0.06% 0.06% 0.06%
      TSLA D 1.02% 1.1% 1.02%
      TSN C 0.04% 0.04% 0.04%
      TT A 0.15% 0.16% 0.15%
      TTC D 0.02% 0.02% 0.02%
      TTD B 0.08% 0.08% 0.08%
      TTEK A 0.02% 0.02% 0.02%
      TTWO D 0.05% 0.05% 0.05%
      TW A 0.03% 0.03% 0.03%
      TWLO D 0.02% 0.02% 0.02%
      TXN A 0.35% 0.35% 0.35%
      TXT D 0.04% 0.04% 0.04%
      TYL A 0.04% 0.04% 0.04%
      U F 0.01% 0.02% 0.01%
      UAL B 0.04% 0.04% 0.04%
      UBER D 0.31% 0.28% 0.28%
      UDR B 0.02% 0.03% 0.02%
      UGI C 0.01% 0.01% 0.01%
      UHAL B 0.01% 0.01% 0.01%
      UHAL B 0.0% 0.0% 0.0%
      UHAL B 0.0% 0.01% 0.0%
      UHAL B 0.01% 0.0% 0.0%
      UHS C 0.02% 0.02% 0.02%
      UI D 0.0% 0.0% 0.0%
      ULTA F 0.04% 0.04% 0.04%
      UNH B 1.0% 0.97% 0.97%
      UNM B 0.02% 0.02% 0.02%
      UNP C 0.32% 0.31% 0.31%
      UPS D 0.23% 0.23% 0.23%
      URI C 0.1% 0.1% 0.1%
      USB D 0.14% 0.14% 0.14%
      USFD B 0.03% 0.02% 0.02%
      UTHR A 0.02% 0.02% 0.02%
      V C 0.95% 0.93% 0.93%
      VEEV D 0.06% 0.06% 0.06%
      VFC F 0.01% 0.01% 0.01%
      VICI B 0.06% 0.06% 0.06%
      VLO D 0.12% 0.12% 0.12%
      VLTO A 0.05% 0.04% 0.04%
      VMC C 0.08% 0.07% 0.07%
      VOYA B 0.02% 0.01% 0.01%
      VRSK B 0.07% 0.07% 0.07%
      VRSN F 0.03% 0.03% 0.03%
      VRT A 0.07% 0.07% 0.07%
      VRTX C 0.22% 0.22% 0.22%
      VST A 0.05% 0.06% 0.05%
      VTR B 0.04% 0.04% 0.04%
      VTRS D 0.03% 0.03% 0.03%
      VZ D 0.36% 0.36% 0.36%
      W C 0.01% 0.01% 0.01%
      WAB A 0.06% 0.06% 0.06%
      WAL B 0.01% 0.01% 0.01%
      WAT C 0.04% 0.04% 0.04%
      WBA F 0.03% 0.03% 0.03%
      WBD F 0.04% 0.04% 0.04%
      WBS D 0.02% 0.02% 0.02%
      WCC B 0.02% 0.01% 0.01%
      WDAY F 0.11% 0.11% 0.11%
      WDC B 0.05% 0.05% 0.05%
      WEC B 0.06% 0.06% 0.06%
      WELL A 0.11% 0.11% 0.11%
      WEX D 0.02% 0.02% 0.02%
      WFC A 0.47% 0.46% 0.46%
      WH F 0.01% 0.01% 0.01%
      WHR F 0.01% 0.01% 0.01%
      WLK B 0.01% 0.01% 0.01%
      WM A 0.17% 0.18% 0.17%
      WMB A 0.1% 0.1% 0.1%
      WMS C 0.02% 0.02% 0.02%
      WMT B 0.56% 0.55% 0.55%
      WOLF F 0.01% 0.01% 0.01%
      WPC C 0.03% 0.03% 0.03%
      WRB D 0.03% 0.03% 0.03%
      WRK A 0.03% 0.03% 0.03%
      WSC F 0.02% 0.01% 0.01%
      WSM A 0.04% 0.04% 0.04%
      WSO A 0.03% 0.03% 0.03%
      WST D 0.06% 0.06% 0.06%
      WTRG B 0.02% 0.02% 0.02%
      WTW D 0.06% 0.06% 0.06%
      WWD A 0.02% 0.02% 0.02%
      WY D 0.05% 0.05% 0.05%
      WYNN D 0.02% 0.02% 0.02%
      XEL C 0.06% 0.06% 0.06%
      XOM B 1.02% 1.03% 1.02%
      XPO D 0.03% 0.03% 0.03%
      XRAY F 0.01% 0.01% 0.01%
      XYL A 0.07% 0.07% 0.07%
      YUM D 0.09% 0.09% 0.09%
      Z F 0.02% 0.01% 0.01%
      ZBH D 0.05% 0.05% 0.05%
      ZBRA A 0.03% 0.04% 0.03%
      ZI F 0.01% 0.01% 0.01%
      ZION B 0.01% 0.01% 0.01%
      ZM F 0.04% 0.03% 0.03%
      ZS F 0.03% 0.03% 0.03%
      ZTS D 0.16% 0.16% 0.16%
      SCHX Overweight 12 Positions Relative to IWB
      Symbol Grade Weight
      NXPI A 0.14%
      SMCI D 0.09%
      TEL B 0.09%
      DELL B 0.07%
      STX C 0.04%
      CBOE C 0.04%
      SNAP B 0.03%
      ALV A 0.02%
      ERIE C 0.02%
      SEDG F 0.01%
      CRBG B 0.01%
      ADTN D 0.0%
      SCHX Underweight 282 Positions Relative to IWB
      Symbol Grade Weight
      FI C -0.2%
      SPOT B -0.09%
      COR D -0.09%
      FERG A -0.09%
      CPAY C -0.05%
      ICLR D -0.05%
      CPNG C -0.05%
      NU C -0.05%
      COO D -0.04%
      RVTY D -0.03%
      FWONK B -0.03%
      NTNX A -0.03%
      NYT B -0.02%
      FCN B -0.02%
      COHR D -0.02%
      SITE D -0.02%
      INSP D -0.02%
      AFRM C -0.02%
      OSK C -0.02%
      EXEL F -0.02%
      GLOB F -0.02%
      CROX C -0.02%
      PRI D -0.02%
      INGR A -0.02%
      MKSI C -0.02%
      SF A -0.02%
      GPK C -0.02%
      MUSA C -0.02%
      X D -0.02%
      SWN C -0.02%
      OWL B -0.02%
      EXP A -0.02%
      BWXT D -0.02%
      SKX A -0.02%
      FBIN D -0.02%
      QGEN B -0.02%
      NLY A -0.02%
      DOX F -0.02%
      CNM B -0.02%
      SCCO B -0.02%
      NTRA B -0.02%
      TXRH B -0.02%
      CNHI F -0.02%
      THC A -0.02%
      GEN D -0.02%
      WING A -0.02%
      ZG F -0.01%
      GO F -0.01%
      PEGA D -0.01%
      DNB C -0.01%
      LEG F -0.01%
      CNXC F -0.01%
      SPB A -0.01%
      IPGP D -0.01%
      PINC F -0.01%
      CRI F -0.01%
      RNG C -0.01%
      PENN F -0.01%
      SAM F -0.01%
      KSS F -0.01%
      NSA C -0.01%
      TXG F -0.01%
      FHB B -0.01%
      MPW D -0.01%
      TRIP F -0.01%
      DOCS F -0.01%
      COLM B -0.01%
      NWS D -0.01%
      HIW B -0.01%
      AZTA F -0.01%
      AMED A -0.01%
      GTES D -0.01%
      CXT C -0.01%
      EPR C -0.01%
      LITE F -0.01%
      NWL B -0.01%
      SMG D -0.01%
      ENOV F -0.01%
      BEPC B -0.01%
      YETI D -0.01%
      TPG D -0.01%
      BHF D -0.01%
      FOUR F -0.01%
      TNL D -0.01%
      CLVT F -0.01%
      NVST F -0.01%
      NEU D -0.01%
      FTRE D -0.01%
      PK D -0.01%
      RARE F -0.01%
      HCP B -0.01%
      VAC C -0.01%
      IAC B -0.01%
      CAVA B -0.01%
      WEN C -0.01%
      CUZ B -0.01%
      MSGS B -0.01%
      KMPR B -0.01%
      LSXMK F -0.01%
      CHH F -0.01%
      WU D -0.01%
      TDC F -0.01%
      SPR D -0.01%
      DXC F -0.01%
      FOX B -0.01%
      GFS D -0.01%
      IRDM D -0.01%
      CCCS F -0.01%
      MAN B -0.01%
      KRC D -0.01%
      COLB C -0.01%
      BYD F -0.01%
      CC C -0.01%
      SLGN B -0.01%
      HUN D -0.01%
      DV F -0.01%
      GPS C -0.01%
      CPRI F -0.01%
      SRCL D -0.01%
      LOPE B -0.01%
      ROIV B -0.01%
      LAZ C -0.01%
      AGO D -0.01%
      VMI B -0.01%
      JHG A -0.01%
      MSM D -0.01%
      HOG F -0.01%
      RYN F -0.01%
      AAP D -0.01%
      PRGO D -0.01%
      KD A -0.01%
      EEFT B -0.01%
      FRPT B -0.01%
      AVT A -0.01%
      APLS F -0.01%
      WTM A -0.01%
      AN B -0.01%
      FLO B -0.01%
      OLLI B -0.01%
      VNO F -0.01%
      THG A -0.01%
      LPX B -0.01%
      LNC C -0.01%
      AM A -0.01%
      IDA B -0.01%
      OZK B -0.01%
      DLB C -0.01%
      AXS A -0.01%
      NFG A -0.01%
      SLM B -0.01%
      CRUS A -0.01%
      ASH A -0.01%
      RYAN C -0.01%
      FNB A -0.01%
      SMAR F -0.01%
      GTLB F -0.01%
      M D -0.01%
      S D -0.01%
      SNV B -0.01%
      MDU A -0.01%
      THO D -0.01%
      AL C -0.01%
      NXST A -0.01%
      PLNT C -0.01%
      AWI D -0.01%
      ESI D -0.01%
      AMG D -0.01%
      RITM A -0.01%
      PB B -0.01%
      HXL C -0.01%
      CFLT C -0.01%
      R A -0.01%
      FAF D -0.01%
      LYFT D -0.01%
      TKR B -0.01%
      AZPN C -0.01%
      LFUS B -0.01%
      VVV D -0.01%
      MTG B -0.01%
      FYBR B -0.01%
      HR B -0.01%
      RLI B -0.01%
      BC D -0.01%
      ADC B -0.01%
      MTZ B -0.01%
      TKO B -0.01%
      GXO C -0.01%
      GMED B -0.01%
      IONS F -0.01%
      BFAM C -0.01%
      PNFP C -0.01%
      DTM A -0.01%
      DBX F -0.01%
      FR D -0.01%
      ESAB B -0.01%
      OMF B -0.01%
      WTFC B -0.01%
      BPOP A -0.01%
      LSTR D -0.01%
      FLS A -0.01%
      VNT D -0.01%
      STAG D -0.01%
      KEX A -0.01%
      OLN C -0.01%
      RL D -0.01%
      PVH D -0.01%
      MAT D -0.01%
      H D -0.01%
      EVR C -0.01%
      AZEK D -0.01%
      HLI A -0.01%
      SAIC B -0.01%
      ACHC D -0.01%
      XP F -0.01%
      ALSN D -0.01%
      CR A -0.01%
      BRX B -0.01%
      MSA C -0.01%
      HRB B -0.01%
      RBC C -0.01%
      RNAC D -0.0%
      WOOF F -0.0%
      PLTK B -0.0%
      OLPX F -0.0%
      PARAA B -0.0%
      NLOP B -0.0%
      CHPT F -0.0%
      MCW C -0.0%
      AMBP B -0.0%
      SEB C -0.0%
      LLYVA D -0.0%
      TFSL B -0.0%
      CART D -0.0%
      CWEN B -0.0%
      AMC F -0.0%
      UWMC B -0.0%
      LBRDA F -0.0%
      DRVN F -0.0%
      MRVI C -0.0%
      PTON D -0.0%
      HE F -0.0%
      SSRM D -0.0%
      SNDR D -0.0%
      PYCR F -0.0%
      NVCR D -0.0%
      UA F -0.0%
      NATL B -0.0%
      UAA F -0.0%
      BIRK C -0.0%
      DNA F -0.0%
      SHC F -0.0%
      PPC A -0.0%
      INFA D -0.0%
      RKT B -0.0%
      VSCO F -0.0%
      KLG C -0.0%
      FWONA B -0.0%
      MRCY D -0.0%
      VYX F -0.0%
      MP C -0.0%
      ADT B -0.0%
      LLYVK D -0.0%
      LSXMA F -0.0%
      PHIN A -0.0%
      VIRT A -0.0%
      VSAT D -0.0%
      QS F -0.0%
      ICUI D -0.0%
      HAYW C -0.0%
      CWEN B -0.0%
      IART F -0.0%
      CERT D -0.0%
      NCNO D -0.0%
      JWN B -0.0%
      VSTS F -0.0%
      RUN D -0.0%
      CABO F -0.0%
      HHH F -0.0%
      QDEL F -0.0%
      TDOC F -0.0%
      ALGM D -0.0%
      TNDM B -0.0%

      SCHX: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Utilities - Regulated Electric Banks - Regional - US Business Services Asset Management Diagnostics & Research Semiconductors Specialty Retail Oil & Gas E&P Software - Infrastructure Biotechnology Capital Markets REIT - Residential Aerospace & Defense Insurance - Property & Casualty Packaging & Containers Specialty Chemicals Medical Devices Medical Instruments & Supplies
      Keywords: S&P 500 Nasdaq 100 Natural Gas Computing Insurance Electricity Electronics Aerospace Bank Real Estate Investment Trust Chemical Telecommunications Banking Dow Jones Component Medicine Mining Semiconductor Insurance Products Transport Cloud Computing

      IWB: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Banks - Regional - US Biotechnology Business Services Diagnostics & Research Software - Infrastructure Utilities - Regulated Electric Asset Management Specialty Retail Capital Markets Semiconductors Oil & Gas E&P Information Technology Services Insurance - Property & Casualty Packaged Foods Specialty Chemicals Aerospace & Defense Medical Devices Medical Instruments & Supplies
      Keywords: S&P 500 Nasdaq 100 Computing Natural Gas Insurance Real Estate Investment Trust Bank Banking Electronics Electricity Chemical Medicine Telecommunications Aerospace Mining Biotechnology Semiconductor Dow Jones Component Insurance Products Transport
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