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Schwab U.S. Small-Cap ETF (SCHA)
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Upturn Advisory Summary
12/04/2025: SCHA (3-star) is currently NOT-A-BUY. Pass it for now.
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 26.57% | Avg. Invested days 82 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 12/04/2025 |
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. The ETF aims to provide broad exposure to the small-cap market segment.
Reputation and Reliability
Schwab has a strong reputation and is a reliable issuer of ETFs, known for low-cost investment options and commitment to transparency.
Management Expertise
Schwab Asset Management has extensive experience managing ETFs and indexing strategies, ensuring professional oversight and efficient execution.
Investment Objective
Goal
To track the investment results of an index composed of small-capitalization U.S. equities.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the Dow Jones U.S. Small-Cap Total Stock Market Index.
Composition The ETF primarily holds stocks of small-capitalization U.S. companies across various sectors, reflecting the composition of the underlying index.
Market Position
Market Share: SCHA holds a significant market share within the small-cap ETF landscape, ranking among the largest ETFs in its category.
Total Net Assets (AUM): 15400000000
Competitors
Key Competitors
- iShares Core S&P Small-Cap ETF (IJR)
- Vanguard Small-Cap ETF (VB)
- SPDR Portfolio S&P 600 Small Cap ETF (SPSM)
Competitive Landscape
The small-cap ETF market is highly competitive with several major players. SCHA benefits from Schwab's strong brand and low expense ratio. While IJR and VB have larger AUM, SCHA's lower cost can be attractive to cost-conscious investors. SPSM provides another low-cost option focused on the S&P 600 index.
Financial Performance
Historical Performance: Historical performance data is dependent on market fluctuations. Past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance is designed to closely track the Dow Jones U.S. Small-Cap Total Stock Market Index.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
SCHA generally exhibits good liquidity, facilitating easy buying and selling of shares during market hours.
Bid-Ask Spread
The bid-ask spread for SCHA is typically tight, reflecting its high liquidity and minimizing trading costs for investors.
Market Dynamics
Market Environment Factors
SCHA is affected by factors influencing the U.S. small-cap market, including economic growth, interest rates, and investor sentiment towards smaller companies.
Growth Trajectory
SCHA's growth trajectory depends on the performance of U.S. small-cap stocks and investor demand for exposure to this market segment.
Moat and Competitive Advantages
Competitive Edge
SCHA's competitive advantage lies in its extremely low expense ratio, making it one of the most cost-effective options for small-cap exposure. This cost advantage is paired with Schwab's well-known brand and reputation for providing investor-friendly products. The ETF's broad diversification within the small-cap market is also an appealing factor. Its passive indexing strategy ensures that investors receive market exposure without active management risks and fees.
Risk Analysis
Volatility
Small-cap stocks are inherently more volatile than large-cap stocks, and SCHA reflects this increased volatility.
Market Risk
SCHA is subject to market risk, as the value of its holdings can fluctuate based on overall market conditions and economic factors affecting small-cap companies.
Investor Profile
Ideal Investor Profile
SCHA is suitable for investors seeking broad exposure to U.S. small-cap stocks and who are comfortable with the higher volatility associated with this market segment.
Market Risk
SCHA is best suited for long-term investors who are looking to diversify their portfolios and gain exposure to the growth potential of small-cap companies.
Summary
Schwab U.S. Small-Cap ETF (SCHA) offers a low-cost and diversified approach to investing in the U.S. small-cap market. It is designed for long-term investors seeking broad exposure to this segment and is comfortable with higher volatility. Its main advantage is its very low expense ratio making it a compelling option for cost-conscious investors. While SCHA may be susceptible to market risks, its strategic design helps to provide diversified participation in the growth opportunities present within the small-cap sector.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- Morningstar
- ETF.com
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and does 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 data is subject to change.
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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