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Upturn AI SWOT - About
Schwab Strategic Trust (SAEF)
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Upturn Advisory Summary
08/14/2025: SAEF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 19.53% | Avg. Invested days 64 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.31 | 52 Weeks Range 21.00 - 29.46 | Updated Date 06/29/2025 |
52 Weeks Range 21.00 - 29.46 | Updated Date 06/29/2025 |
Upturn AI SWOT
Schwab Strategic Trust
ETF Overview
Overview
Schwab Strategic Trust ETFs offer diversified investment strategies across various asset classes and sectors, aiming to provide investors with low-cost, transparent access to specific market segments.
Reputation and Reliability
Schwab is a well-established and reputable financial services company with a long history in the investment industry, known for its low-cost investment products.
Management Expertise
Schwab Asset Management has a team of experienced professionals managing its ETFs, leveraging its research capabilities and market insights.
Investment Objective
Goal
The primary investment goal varies depending on the specific ETF within the Schwab Strategic Trust, but generally aims to track the performance of a specific index or market segment.
Investment Approach and Strategy
Strategy: Schwab Strategic Trust ETFs typically employ a passive investment strategy, seeking to replicate the returns of a designated benchmark index.
Composition The asset composition depends on the specific ETF and its target index, and the holdings can include stocks, bonds, or a combination of both.
Market Position
Market Share: Varies depending on the individual ETF within the trust.
Total Net Assets (AUM): Varies depending on the individual ETF within the trust.
Competitors
Key Competitors
- IVV
- SPY
- VTI
- QQQ
- AGG
Competitive Landscape
The ETF industry is highly competitive. Schwab Strategic Trust ETFs offer low expense ratios and broad market exposure. They face competition from larger, more established ETFs with greater liquidity and brand recognition. Advantages include Schwab's strong reputation, brand recognition, and cost efficiency.
Financial Performance
Historical Performance: Varies depending on the individual ETF within the trust. Data not readily available.
Benchmark Comparison: Varies depending on the individual ETF within the trust. Data not readily available.
Expense Ratio: Varies depending on the individual ETF within the trust. Generally known for being low.
Liquidity
Average Trading Volume
Average trading volume is dependent on the specific ETF and will vary.
Bid-Ask Spread
Bid-ask spread is generally tight, reflecting the ETF's low expense ratio and efficient trading.
Market Dynamics
Market Environment Factors
Economic conditions, interest rates, and overall market sentiment can influence the performance of Schwab Strategic Trust ETFs.
Growth Trajectory
Growth depends on the performance of the underlying index and market conditions. Schwab continues to innovate within the ETF space.
Moat and Competitive Advantages
Competitive Edge
Schwab Strategic Trust ETFs offer a competitive edge through their low expense ratios, broad market exposure, and transparency. Schwab's strong brand and distribution network contribute to their appeal. These ETFs are designed for cost-conscious investors seeking diversified exposure to various market segments. Their simple, index-tracking strategies make them easy to understand and manage. Furthermore, Schwab's commitment to innovation and customer service enhances their overall value proposition.
Risk Analysis
Volatility
Volatility depends on the specific ETF and the underlying assets. Generally correlated with the overall market volatility.
Market Risk
Market risk is inherent in any investment, and Schwab Strategic Trust ETFs are subject to fluctuations in market value.
Investor Profile
Ideal Investor Profile
Ideal investors include those seeking low-cost, diversified exposure to various market segments, including both beginner and experienced investors.
Market Risk
Schwab Strategic Trust ETFs are suitable for long-term investors, passive index followers, and those seeking diversified exposure with low fees.
Summary
Schwab Strategic Trust ETFs provide investors with low-cost access to diverse market segments through passive index tracking. They are managed by a reputable financial institution, offering transparency and simplicity. The ETFs are suitable for long-term investors seeking broad market exposure and diversification. However, performance is tied to the underlying indexes, and investors should carefully consider the risks associated with specific asset classes. Overall, these ETFs offer a compelling option for building a well-diversified portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schwab Asset Management Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results. Market share figures are estimates and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Schwab Strategic Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests primarily in exchange-traded equity securities of U.S. companies that have been evaluated based on certain environmental, social and governance (ESG) criteria. It typically invests in exchange-traded securities of small- and mid-capitalization companies which are companies with capitalizations within the range of the Russell 2500" Index, as measured at the time of purchase; however, the fund may invest in exchange-traded securities of companies outside the stated range.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.