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Upturn AI SWOT - About
Schwab U.S. Small-Cap ETF (SCHA)
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Upturn Advisory Summary
09/16/2025: SCHA (3-star) is a STRONG-BUY. BUY since 87 days. Simulated Profits (13.00%). 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 26.12% | Avg. Invested days 74 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/16/2025 |
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. It focuses on small-cap U.S. equities, aiming for diversified exposure to this segment of the market. Its investment strategy is passive, mirroring the index's composition.
Reputation and Reliability
Schwab is a well-established and reputable financial services company known for its low-cost investment products.
Management Expertise
Schwab has a dedicated and experienced team managing its ETFs, leveraging its expertise in index tracking and investment management.
Investment Objective
Goal
To track the total return of the Dow Jones U.S. Small-Cap Total Stock Market Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the Dow Jones U.S. Small-Cap Total Stock Market Index using a passive investment strategy.
Composition The ETF holds a diversified portfolio of small-cap U.S. stocks, reflecting the composition of the target index.
Market Position
Market Share: SCHA holds a significant market share within the small-cap ETF segment.
Total Net Assets (AUM): 14870000000
Competitors
Key Competitors
- IWM
- VBR
- IJR
Competitive Landscape
The small-cap ETF market is competitive. SCHA benefits from Schwab's brand and low expense ratio, while IWM has higher AUM and trading volume. VBR offers a value-oriented approach.
Financial Performance
Historical Performance: Historical financial performance data needs to be pulled from third-party financial databases or APIs.
Benchmark Comparison: Benchmark comparison data needs to be pulled from third-party financial databases or APIs.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
SCHA exhibits sufficient liquidity with a healthy average daily trading volume, facilitating easy buying and selling.
Bid-Ask Spread
The bid-ask spread for SCHA is typically tight, reflecting its high liquidity and reducing trading 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 is tied to the performance of the U.S. small-cap market, with potential fluctuations based on market cycles and economic conditions.
Moat and Competitive Advantages
Competitive Edge
SCHA's competitive advantages include its low expense ratio, offered by Schwab, that appeals to cost-conscious investors. The fund benefits from Schwab's brand recognition and distribution network. Its passive investment strategy and broad diversification within the small-cap market make it an attractive option for investors seeking exposure to this asset class. The ETF's liquidity ensures efficient trading, further enhancing its appeal.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, leading to higher volatility for SCHA.
Market Risk
SCHA is susceptible to market risk, particularly related to economic downturns or negative sentiment towards small-cap companies.
Investor Profile
Ideal Investor Profile
The ideal investor for SCHA is one seeking diversified exposure to the U.S. small-cap market, with a long-term investment horizon and tolerance for higher volatility.
Market Risk
SCHA is suitable for long-term investors seeking growth and diversification within their portfolio and passive index followers.
Summary
Schwab U.S. Small-Cap ETF (SCHA) offers investors a low-cost and efficient way to gain exposure to the U.S. small-cap market. Its passive investment strategy tracks the Dow Jones U.S. Small-Cap Total Stock Market Index, providing broad diversification. While small-cap stocks are inherently more volatile, SCHA's low expense ratio and high liquidity make it an attractive option. It is well-suited for long-term investors seeking growth and diversification within their portfolios.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schwab official website
- Morningstar
- ETFdb.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data is approximate 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 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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