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ETF Tools
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ETF OverviewETF ProductsETF Tools
ETF Insight

 

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Schwab's ETF Tools integrate every step from sector research to ETF selection and trading in a single location.

  • Build your own ETF screener in a few clicks
  • Compare ETFs diversification and risk to help find the right ones for you
  • Get a snapshot of several market factors and key data to help you generate trading ideas and strategies

Screen for emerging sectors in the market.

  • Build your own customized screens in a few clicks
  • Choose from over 70 criteria. Screen on technicals (DMI, MACD, Stochastic Oscillators, Bollinger Bands), fundamentals, fund exposure (Market cap, Regional, Sector), strategy, Fund Family or Morningstar category
  • Find funds that have held specific stocks
  • Easily save your screen to come back to it later
  • Start with one of Schwab’s predefined screens and add custom criteria of your own


Easily compare diversification and risk of multiple ETFs to find investments that can help you balance your portfolio.

  • Create a side by side scorecard comparison of up to 5 ETFs
  • Select your own set of criteria or use Schwab’s predefined criteria
  • Compare up to 5 ETFs on one chart and get one click access to each ETF’s full chart
  • Use the Top Ten Holdings feature to see the key equity drivers within the fund
  • Easily save your comparisons for later viewing
  • Export the chart and scoreboard comparison to excel, or print both in a PDF


Quickly analyze your data by charting ETFs.

  • Customize your charts by adding indicators, comparisons or changing your scale or style
  • Choose from an extensive list of 34 indicators you can add to your charts, including fundamental, momentum, trend and volume
  • Add comparisons of major indexes, sectors, symbols, comparative relative strength, tools such as trendlines and crosshairs, as well as earnings and dividend displays
  • View a company or ETF’s price history within our Historical Chart widget
  • Use our predefined Quick Charts to help you get started
  • Print and save all charts


Get a comprehensive report on any ETF with all the key data you need. Report includes:

  • Morningstar ratings
  • Historical price performance
  • Details on fund strategy
  • Performance returns
  • Quote summary
  • Fund profile
  • Tax analysis
  • Rank within category for annual total return %
  • Portfolio overview
  • Sector weighting
  • Cumulative growth of $10,000 investment
  • Standardized quarterly total return
  • Top ten holdings
  • Asset breakdown
  • Market capitalization


Market Edge Second Opinion® Weekly helps you manage market risk with quantitative technical analysis models that include:

  • Opinion
  • Recommendation
  • Comments
  • Week’s activity
  • Price analysis
  • Volume analysis
  • Moving average analysis
  • Technical analysis

Get help finding ETF trading opportunities with up-to-the-minute news and exclusive commentary from the leading sources.

  • Recent headlines from Marketwatch, Briefing.com and many more newswires
  • Access to commentary from ETFGuide.com as well as Schwab’s ETF expert Michael Iachini
  • Real-time quotes and volume of the top ten holdings for any domestic stock ETF
  • Quick access to Top or Bottom Category Performers, Market Movers, Most Active, Gainers or Losers

From advantages and history to courses and articles learn more about ETFs from Schwab.

  • Review basic information on ETFs including advantages, similar investments, history, market ETFs, and more
  • Learn ETF trading strategies including hedging, tax loss and sector trading
  • Take "Investing in Exchange-Traded Funds" - a live webcast by Lee Bohl
  • Review one of many articles on ETFs by Michael Iachini:
Invest Intelligently in Exchange-Traded Funds

Choosing between an ETF and an Index Mutual Fund

ETFs: A Cautionary Tale

Exchange-Traded Funds: Beyond the Hype

Five Myths of Exchange-Traded Funds

Getting Started with ETFs

Leveraged and Inverse ETFs: Not Right for Everyone







(0909-10843)

Exchange-traded funds are subject to additional market risks. Investment returns will fluctuate and are subject to market volatility, so that an investor's shares, when redeemed or sold, may be worth more or less than their original cost. Investments in foreign investments may incur greater risks than domestic investments. Past performance is no guarantee of future results.

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling Schwab at 800-435-4000. Please read the prospectus carefully before investing.


Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value
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*250 free trades expire 90 days after account approval. Applies to base online equity, ETF and option commissions only. Option per-contract fees still apply. To qualify, you must commit to making a minimum of 36 online equity or options trades per year and deposit $100,000. Other commission-free trade offers may be available if you deposit less than $100,000 -- call 888-245-6864 for terms. Free trades will be assigned at account opening. Account and assets deposited must be new to Schwab. Current Schwab clients and households are not eligible. Please see the Charles Schwab Pricing Guide for detailed information. Offer valid until 12/31/2010. Offer is nontransferable, limited to one per household, and may not be combined with other offers. Accounts ineligible for this offer include, without limitation: 401(k), 403(b), Custodial, 529 Plan and Estate accounts. Unlisted foreign ordinary stocks are not eligible for this offer. Only trades placed through Schwab.com, StreetSmart Pro®, StreetSmart.com®, or Schwab Wireless are eligible for free trades. No credit will be given for unexecuted trades. Domestic, nonprofessional accounts only. Schwab, Schwab-affiliated, broker-dealer and exchange employees are not eligible. Other exceptions may apply. Schwab reserves the right to restrict this offer at any time.

Access to electronic services may be limited or unavailable during periods of peak demand, market volatility, systems upgrades or maintenance, or for other reasons.

This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.

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