Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
- About
Schwab U.S. Small-Cap ETF (SCHA)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
12/10/2025: SCHA (3-star) is a STRONG-BUY. BUY since 4 days. Simulated Profits (1.78%). 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 28.78% | Avg. Invested days 69 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 12/10/2025 |
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) is designed to track the performance of the Dow Jones U.S. Small-Cap Total Stock Market Index. It invests in a broad range of U.S. small-capitalization companies, providing diversification across various industries.
Reputation and Reliability
Charles Schwab Investment Management, Inc. is a reputable and established financial services provider with a strong track record in asset management and a significant presence in the ETF market.
Management Expertise
The management team has extensive experience in passive index tracking and managing large asset pools, focusing on cost-efficiency and tracking accuracy.
Investment Objective
Goal
To provide investors with broad exposure to the U.S. small-capitalization equity market at a low cost.
Investment Approach and Strategy
Strategy: SCHA employs a passive indexing strategy, aiming to replicate the performance of its underlying benchmark index, the Dow Jones U.S. Small-Cap Total Stock Market Index.
Composition The ETF holds a diversified portfolio of U.S. small-capitalization stocks, encompassing a wide spectrum of industries and market sectors.
Market Position
Market Share: While specific real-time market share data can fluctuate, SCHA is a significant player within the U.S. small-cap ETF category due to its low expense ratio and Schwab's brand recognition.
Total Net Assets (AUM): 16300000000
Competitors
Key Competitors
- Vanguard Small-Cap ETF (VB)
- iShares Core S&P Small-Cap ETF (IJR)
- Schwab U.S. Small-Cap Value ETF (SCHV)
Competitive Landscape
The U.S. small-cap ETF market is highly competitive, with several large issuers offering similar products. SCHA competes on its low expense ratio and broad market exposure. Its advantages include cost-effectiveness and a well-diversified portfolio. Potential disadvantages could be less customization compared to actively managed funds or niche ETFs.
Financial Performance
Historical Performance: [object Object],[object Object],[object Object],[object Object]
Benchmark Comparison: SCHA generally tracks its benchmark index, the Dow Jones U.S. Small-Cap Total Stock Market Index, closely. Performance deviations are typically minimal and often due to tracking error or dividend reinvestment timing.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
SCHA exhibits strong liquidity with an average daily trading volume that facilitates easy buying and selling.
Bid-Ask Spread
The bid-ask spread for SCHA is typically tight, indicating low transaction costs for investors.
Market Dynamics
Market Environment Factors
The performance of SCHA is influenced by macroeconomic factors such as interest rate policies, inflation, and overall economic growth, as well as sector-specific trends affecting small-cap companies.
Growth Trajectory
As a passive ETF, its growth trajectory is tied to the performance of the small-cap segment of the U.S. equity market. Changes to strategy are unlikely as it aims to track its index.
Moat and Competitive Advantages
Competitive Edge
SCHA's primary competitive advantage lies in its exceptionally low expense ratio, making it a cost-effective choice for gaining broad exposure to U.S. small-cap equities. Its affiliation with Charles Schwab provides brand trust and operational efficiency. The ETF's comprehensive tracking of the Dow Jones U.S. Small-Cap Total Stock Market Index ensures diversified exposure, reducing idiosyncratic risk associated with individual small companies.
Risk Analysis
Volatility
As an ETF focused on small-cap stocks, SCHA is expected to exhibit higher volatility compared to large-cap equity ETFs, reflecting the inherent growth potential and higher risk profile of smaller companies.
Market Risk
The primary risks associated with SCHA are market risk, which affects all equities, and specific risks related to the small-cap segment, such as greater sensitivity to economic downturns, liquidity concerns, and potential for higher company-specific failures.
Investor Profile
Ideal Investor Profile
The ideal investor for SCHA is one seeking diversified exposure to U.S. small-capitalization companies, who has a moderate to high risk tolerance, and prioritizes low investment costs.
Market Risk
SCHA is best suited for long-term investors looking for broad market exposure and passive index tracking, rather than active traders seeking short-term gains.
Summary
The Schwab U.S. Small-Cap ETF (SCHA) offers a low-cost, diversified approach to investing in the U.S. small-cap equity market by tracking the Dow Jones U.S. Small-Cap Total Stock Market Index. It benefits from Schwab's strong reputation and operational efficiency. While offering significant growth potential, investors should be aware of the inherent volatility and market risks associated with small-cap stocks.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Charles Schwab Official Website
- Financial Data Providers (e.g., Morningstar, Yahoo Finance)
Disclaimers:
This information is for educational purposes only and should not be considered investment advice. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Investors should conduct their own due diligence or consult with a qualified 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.
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.