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Upturn AI SWOT - About
Schwab U.S. Small-Cap ETF (SCHA)
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Upturn Advisory Summary
10/30/2025: SCHA (3-star) is a REGULAR-BUY. BUY since 119 days. Simulated Profits (14.15%). 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 27.35% | Avg. Invested days 81 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/30/2025 |
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 Russell 2000 Index, a widely recognized benchmark of small-cap U.S. equities, by employing a passively managed, index-tracking strategy.
Reputation and Reliability
Schwab is a well-established and reputable financial services provider known for its low-cost investment products.
Management Expertise
Schwab Asset Management has significant experience managing a wide range of index-tracking ETFs and other investment vehicles.
Investment Objective
Goal
To track the total return of the Russell 2000 Index before fees and expenses.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, tracking the Russell 2000 Index.
Composition Primarily holds stocks of U.S. small-cap companies as represented in the Russell 2000 Index.
Market Position
Market Share: SCHA holds a significant market share within the small-cap ETF segment.
Total Net Assets (AUM): 15210000000
Competitors
Key Competitors
- IWM
- VIOO
- XSMO
Competitive Landscape
The small-cap ETF market is highly competitive, with several large players. SCHA's key advantage is its low expense ratio, making it attractive to cost-conscious investors. However, IWM has much larger AUM and trading volume. VIOO has a slightly different weighting scheme and thus might appeal to investors looking for something specific.
Financial Performance
Historical Performance: Historical performance can be obtained from Schwab's or other financial data providers' websites. This data would include annual returns for various periods (1 year, 3 year, 5 year, 10 year, since inception).
Benchmark Comparison: SCHA's performance closely tracks the Russell 2000 Index, with slight deviations due to expense ratio and tracking error.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
SCHA demonstrates good liquidity with a healthy average daily trading volume, which allows investors to buy and sell shares efficiently.
Bid-Ask Spread
The bid-ask spread for SCHA is generally tight, indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards small-cap stocks influence SCHA's performance.
Growth Trajectory
SCHA's growth trajectory is tied to the performance of the U.S. small-cap market and overall market trends.
Moat and Competitive Advantages
Competitive Edge
SCHA's competitive advantage stems from its low expense ratio, passively managed strategy mirroring the Russell 2000, and the reputable brand of Charles Schwab. Its low-cost structure makes it a compelling choice for investors seeking broad small-cap exposure. Schwab's reputation builds investor confidence and offers a level of security. Finally, its passive tracking provides a predictable return profile.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, so SCHA will reflect that increased volatility.
Market Risk
SCHA is susceptible to market risk factors that broadly impact small-cap companies, including economic downturns and sector-specific challenges.
Investor Profile
Ideal Investor Profile
Investors seeking broad exposure to the U.S. small-cap market, particularly those prioritizing low costs, are the ideal investor for SCHA.
Market Risk
SCHA is suitable for long-term investors and passive index followers seeking to diversify their portfolios with small-cap equities.
Summary
The Schwab U.S. Small-Cap ETF (SCHA) provides low-cost access to the Russell 2000 Index, a benchmark for U.S. small-cap equities. Its passive management strategy ensures close tracking of the index, with minimal tracking error. Given its competitive pricing and reliable management, SCHA appeals to cost-conscious investors seeking diversified small-cap exposure. However, investors should be aware of the inherent volatility associated with small-cap stocks and its dependence to the overall market condition.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- Russell Investments
- Morningstar
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share estimates are approximate.
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.