Schwab U.S. Mid-Cap ETFNYSEARCA
Wed, Oct. 12, 2:13 PM
- Equity markets are blase about the release of the minutes from the Fed Open Market Committee, with stocks relatively unchanged. The Dow's up 0.1%, the S&P 500 up 0.2% and Nasdaq off by just 2 points.
- The 10-year Treasury yield is up 2.4 bps to 1.783%. TLT -0.1%; TBT +0.3%.
- SPDR Gold Trust ETF (NYSEARCA:GLD) has retaken a fractional gain, +0.1%. Comex gold is down 0.1% to 1,254.70.
- ETFs: VO, CRF, SCHX, VV, USA, MIDU, EZM, SCHM, IWR, ZF, FEX, JKD, EEH, MIDZ, FNX, EQL, JKG, CZA, IWL, FWDD, SYE, SBUS, ZLRG, JHMM, JHML, USSD, EQWM, HUSV, MDSS, USWD, SPY
Fri, Oct. 7, 12:44 PM
- Responding to BlackRock's (BLK -0.4%) move to cut fees on 15 of its popular ETFs, Schwab (SCHW -0.7%) announces trimmed costs on five of its widely-used funds. The cuts affect abut $18B in AUM, or 35% of the total in Schwab ETFs.
- The fee for the Schwab U.S. Aggregate Bond ETF is falling to 0.04% from 0.05% BlackRock this week cut the fee on its AGG to 0.05% from 0.08%.
- The Schwab U.S. Small-Cap ETF (NYSEARCA:SCHA) is cut one basis point to 0.06%. BlackRock cut the fee on its iShares S&P SmallCap 600 Index ETF (NYSEARCA:IJR) to 0.07% from 0.12%.
- The Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) is cut one bp to 0.06%. The Schwab International Equity ETF (NYSEARCA:SCHF) is cut one bp to 0.07%. The Schwab Emerging Markets ETF (NYSEARCA:SCHE) is cut one bp to 0.13%.
- Lee Kranefuss - one of the founders of iShares - says not to be surprised to see someone make headlines with a zero fee fund, but don't look for that for whole fund families.
May 16, 2014, 10:57 AM
- Barely in the green for the year at the moment, the S&P 500 could slide 10% between now and October, says the technician, but there's a stealth bear market already happening in the Nasdaq, S&P Mid-Cap, and Russell 2000, and when support breaks (less than another 2%), those indices could see 20-25% declines.
- The situation reminds him of 1994 when the Dow and S&P were in a trading range all year, but things were falling apart underneath the surface.
- Following the washout into October, though, Acampora sees a "very, very strong Q4."
- Nasdaq ETFs: QQQ, PSQ, TQQQ, QID, SQQQ, QLD, QQEW, QQQE, QQXT, TNDQ
- Mid-cap ETFs: MDY, MVV, IJH, VO, EZM, MIDU, RWK, UMDD, IWR, SCHM, DIM, IVOO, MIDZ, MZZ, CZA, FNX, JKG, SMDD, XMLV, MYY, TRNM, EWRM, PXMC
- Russell 2000 ETFs: IWM, TZA, TNA, UWM, URTY, TWM, RWM, SRTY, VTWO, EWRS, TWOK, SMLV
Nov. 11, 2013, 8:51 AM
- "I don't want to miss out." a Los Angeles real estate appraiser said in a note to his financial adviser last week after seeing one pundit up his DJIA forecast to 20K.
- "Frankly, from 2009 until recently, I wanted to stay very conservative," says a technology sales manager. "I want to get more aggressive."
- A Houston attorney and stock market skeptic was turned by her Schwab statement showing YTD gains of nearly 20%. She's planning on set aside more of her paycheck for stocks. "Sometimes you feel like it's too late. But it's probably never too late."
- Inflows of $8.9B into long-only equity funds last week were the largest amount since March 2000. This follows October inflows into stock funds that were the 3rd largest on record.
- Index ETFs: SPY, QQQ, SH, DIA, IWM, TZA, TNA, SSO, SDS, PSQ, IVV, SPXU, UWM, SPLV, UPRO, VOO, QID, MDY, VB, SPXS, PRF, SPXL, DOG, TQQQ, IJR, RSP, SQQQ, DXD, SLY, QLD, MVV, RWJ, RWL, IJH, EPS, VO, TWM, URTY, SCHA, SDOW, UDOW, DDM, EZM, MIDU, VV, RWK, RWM, SRTY, SCHX, IWB, UMDD, IWR, SPHB, NY, SAA, BXUB, SCHM, DWAS, QQEW, VTWO, MIDZ, QQQE, MZZ, JKD, IVOO, DIM, VONE, SBB, RSCO, EQL, FNX, JKJ, CZA, SDD, ROLA, TRND, SFLA, XMLV, BXUC, XSLV, JKG, SMDD, MYY, FYX, QQXT, VIOO, EEH, ONEK, TRSK, TRNM, SPXH, EWRS, TWOK, FSE, BXDB, EWRI, FSU, PXLC, SMLV, FWDD, TNDQ, LGLV, EWRM, ALTL, PXMC, PXSC
Aug. 23, 2013, 2:34 PM
- "The small cap valuation story has also deteriorated a bit," writes Credit Suisse's Calvasina and Mahaffy, noting the relative ratio between small caps and mid caps has gotten back in line with the long-term average.
- A bigger issue though, is absolute valuations - small and mid cap stocks have become overvalued relative to large caps which themselves are overvalued.
- Bottom line: The entire equity market has a valuation problem and the valuation of small and mid caps is little better or worse.
- Small cap ETFs: IWM, VTWO, EWRS, SRTY, TWM, RWM, TNA, URTY, UWM, TZA, SMLV, TWOK.
- Mid-cap ETFs: SCHM, RWK, FNX, MDY, IJH, VO, VXF, JKG, IWR.
Sep. 21, 2012, 10:41 AM
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