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Upturn AI SWOT - About
Schwab U.S. Small-Cap ETF (SCHA)
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Upturn Advisory Summary
08/28/2025: SCHA (3-star) is a STRONG-BUY. BUY since 75 days. Profits (12.03%). 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 25.03% | Avg. Invested days 72 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/28/2025 |
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 U.S. small-cap stocks. It offers broad exposure to the small-cap segment, providing diversification and potential growth.
Reputation and Reliability
Schwab is a well-established and reputable financial services firm known for its low-cost investment products and reliable service.
Management Expertise
Schwab has a team of experienced investment professionals managing its ETFs, ensuring disciplined portfolio management and efficient tracking of the underlying index.
Investment Objective
Goal
To track the total return of the Russell 2000 Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the composition and weighting of the Russell 2000 Index.
Composition The ETF holds a diversified portfolio of small-cap stocks included in the Russell 2000 Index.
Market Position
Market Share: SCHA has a significant market share within the small-cap ETF segment.
Total Net Assets (AUM): 1482000000
Competitors
Key Competitors
- IWM
- IJH
- VBR
- XSLV
Competitive Landscape
The small-cap ETF market is competitive, with several large players. SCHA benefits from Schwab's brand recognition and low expense ratio. However, IWM has greater liquidity and name recognition. VBR is a value focused ETF and XSLV tracks microcaps. SCHA's low expense ratio makes it attractive to cost-conscious investors, but investors should consider liquidity and tracking error of each ETF.
Financial Performance
Historical Performance: Historical performance data should be retrieved from financial data providers.
Benchmark Comparison: The ETF's performance is closely correlated to the Russell 2000 Index. Data should be retrieved from financial data providers.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
SCHA exhibits a moderate average trading volume, reflecting decent liquidity.
Bid-Ask Spread
The bid-ask spread for SCHA is typically tight, indicating low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policies, and investor sentiment towards small-cap stocks significantly impact SCHA's performance.
Growth Trajectory
SCHA's growth is tied to the overall performance of the U.S. small-cap market; changes in holdings primarily reflect rebalancing of the Russell 2000 index.
Moat and Competitive Advantages
Competitive Edge
SCHA's key advantage lies in its extremely low expense ratio, making it one of the most cost-effective options for accessing the U.S. small-cap market. Its tight tracking of the Russell 2000 Index and Schwab's brand recognition also contribute to its competitiveness. The ETF offers broad diversification within the small-cap segment, mitigating company-specific risk. The expense ratio can make a difference in long term investor gains. The fund's strong support from Schwab helps with reliable management.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, so SCHA experiences higher volatility compared to broad market ETFs.
Market Risk
The ETF is susceptible to market risk factors affecting small-cap companies, including economic downturns, changes in interest rates, and sector-specific headwinds.
Investor Profile
Ideal Investor Profile
SCHA is suitable for investors seeking broad exposure to the U.S. small-cap market as part of a diversified portfolio.
Market Risk
SCHA is suitable for long-term investors and passive index followers looking for low-cost exposure to small-cap equities.
Summary
The Schwab U.S. Small-Cap ETF (SCHA) provides low-cost access to the Russell 2000 Index. The ETF tracks the index well. However, SCHA is subject to the volatility of small-cap stocks. With a solid investment strategy and good management, SCHA provides a way for investors to gain access to a well-diversified small-cap index with diversification and cost efficiency.
Peer Comparison
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 do not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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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