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Upturn AI SWOT - About
Schwab U.S. Small-Cap ETF (SCHA)
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Upturn Advisory Summary
07/01/2025: SCHA (3-star) is a STRONG-BUY. BUY since 34 days. Profits (4.16%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 16.25% | Avg. Invested days 64 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/01/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.2 | 52 Weeks Range 19.97 - 28.24 | Updated Date 06/29/2025 |
52 Weeks Range 19.97 - 28.24 | Updated Date 06/29/2025 |
Upturn AI SWOT
Schwab U.S. Small-Cap ETF
ETF Overview
Overview
The Schwab U.S. Small-Cap ETF (SCHA) seeks to track the total return of the Dow Jones U.S. Small-Cap Total Stock Market Index, reflecting the performance of small-capitalization companies in the United States. It aims for diversified exposure across various sectors within the small-cap market segment, employing a passive investment strategy.
Reputation and Reliability
Schwab is a well-established and reputable financial services firm with a long history of managing investment products.
Management Expertise
Schwab has extensive experience and expertise in managing index-tracking ETFs, benefiting from a dedicated team of investment professionals.
Investment Objective
Goal
The investment goal of SCHA is to track, before fees and expenses, the total return of the Dow Jones U.S. Small-Cap Total Stock Market Index.
Investment Approach and Strategy
Strategy: SCHA employs a passive investment strategy, tracking the Dow Jones U.S. Small-Cap Total Stock Market Index.
Composition The ETF holds a broad range of small-cap stocks, providing diversified exposure across various sectors.
Market Position
Market Share: SCHA holds a significant market share within the small-cap ETF space, reflecting its popularity among investors.
Total Net Assets (AUM): 13990000000
Competitors
Key Competitors
- IJR
- VBR
- SMLV
Competitive Landscape
The small-cap ETF market is competitive, with SCHA being a major player alongside IJR and VBR. SCHA is attractive due to its low expense ratio. The advantages of SCHA include its low cost structure and broad market exposure, while its disadvantages relative to more specialized ETFs include less targeted investment strategies.
Financial Performance
Historical Performance: Historical performance data is not provided in this JSON, but can be accessed via financial data providers and official fund documents.
Benchmark Comparison: Benchmark comparison data is not provided in this JSON, but can be accessed via financial data providers and official fund documents.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
SCHA generally exhibits good liquidity with a consistently high average trading volume.
Bid-Ask Spread
SCHA's bid-ask spread is typically tight, indicating lower trading costs for investors.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment towards small-cap stocks affect SCHA. Stronger economic growth typically benefits small-cap companies more than large-cap companies.
Growth Trajectory
SCHA's growth trajectory is tied to the performance of the underlying small-cap index, along with assets flowing into the fund.
Moat and Competitive Advantages
Competitive Edge
SCHA's primary competitive advantage lies in its exceptionally low expense ratio, making it an attractive option for cost-conscious investors seeking broad exposure to the U.S. small-cap market. The fund's deep liquidity and backing by Schwab, a trusted financial institution, further enhance its appeal. SCHA offers a diversified portfolio that mirrors the Dow Jones U.S. Small-Cap Total Stock Market Index. Its low cost gives it an advantage, which will likely help it gain more market share in the long-term. This makes it a very easy ETF to trade.
Risk Analysis
Volatility
Small-cap stocks, and thus SCHA, tend to exhibit higher volatility compared to large-cap stocks.
Market Risk
SCHA is subject to market risk, including economic downturns and sector-specific risks affecting small-cap companies.
Investor Profile
Ideal Investor Profile
The ideal investor for SCHA is someone seeking diversified exposure to the U.S. small-cap market, comfortable with higher volatility, and looking for a low-cost investment option.
Market Risk
SCHA is best suited for long-term investors seeking capital appreciation and diversification within their portfolio.
Summary
The Schwab U.S. Small-Cap ETF (SCHA) provides investors with diversified exposure to small-cap companies in the United States. SCHA's attractive features include a low expense ratio and robust liquidity backed by Charles Schwab. While small-cap stocks come with higher volatility, SCHA could be a valuable addition for long-term investors seeking growth within their investment portfolio. It tracks the Dow Jones U.S. Small-Cap Total Stock Market Index which has a strong correlation with the small-cap stock market in the United States. Investors should assess their risk tolerance and investment objectives before investing in SCHA.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schwab official website
- ETF.com
- Morningstar
- YCharts
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and fund performance can change, and past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
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 U.S. Small-Cap ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
To pursue its goal, the fund generally invests in stocks that are included in the index. The index includes the small-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Small-Cap Total Stock Market Index includes the components ranked 751-2500 by full market capitalization. The index is a float-adjusted market capitalization weighted index. The fund will invest at least 90% of its net assets in these stocks.
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