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Upturn AI Summary
Schwab U.S. Small-Cap ETF(SCHA)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SCHA
09/25/2026: SCHA (5-star) is currently NOT-A-BUY. Pass it for now.
SCHA is a low-cost, passive ETF designed to provide broad, market-cap-weighted exposure to the U.S. small-cap equity market. Its primary strengths are its industry-leading expense ratio, high liquidity, and robust backing by Charles Schwab, making it an efficient tool for gaining small-cap market beta. It is best suited for long-term investors aiming to add growth potential to their portfolio. However, investors must be prepared for the inherent volatility and economic sensitivity associated with smaller companies, as well as the risk of underperformance during market downturns. Key factors to monitor include interest rate trends and U.S. macroeconomic data, which significantly impact small-cap performance.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Small-cap stocks are historically utilized to capture higher growth potential in the U.S. economy. |
| Momentum investor | Strong fit while signal remains positive | Small-caps can exhibit strong momentum during periods of economic expansion. |
| Value investor | Mixed fit | While the fund includes value-oriented small-caps, it is a broad market tracker rather than a dedicated value fund. |
| Dividend/Income investor | Weak fit | Small-cap companies are generally growth-focused and often pay lower or no dividends compared to large-cap firms. |
| Low-risk investor | Weak fit | Small-cap equities are inherently more volatile and riskier than large-cap or fixed-income alternatives. |
Investor Profile
Ideal Investor Profile
Long-term investors seeking capital appreciation through the U.S. small-cap market, who have a high tolerance for risk and volatility.
Suitability
Best suited for long-term investors using the fund as a core holding within a diversified equity portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Small-cap stocks historically exhibit larger price swings than the broader market. |
| Market risk | Medium / high | The fund is fully exposed to systematic risks affecting the U.S. equity market. |
| Concentration | Low | The fund is broadly diversified across hundreds of holdings, reducing single-stock concentration risk. |
| Tracking/expense | Low | The extremely low expense ratio and efficient management minimize tracking error. |
| Liquidity | Low | High trading volume ensures ease of execution, though individual small-cap stocks can occasionally face lower liquidity. |
| Business/sector quality | Medium | Small companies often have less stable balance sheets and are more vulnerable to economic downturns. |
Risk Analysis
Volatility
SCHA exhibits high historical volatility, consistent with the small-cap risk premium.
Market Risk
The primary risk is systematic exposure to U.S. small-cap equities, which are sensitive to economic cycles and liquidity conditions.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Small-Cap Equities | 99.5 | This provides broad, diversified exposure to the performance of smaller U.S. public companies. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Minor cash holdings are maintained for liquidity and to manage daily fund flows. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 36.78% | Avg. Invested days 82 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 26, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $22.33B |
| Issuer | Schwab ETFs |
| Expense Ratio | 0.04% |
| Distribution Yield | 1.05% |
| Inception | Nov 3, 2009 |
Performance
| Period | Total Return |
|---|---|
| YTD | +18.51% |
| 1 Year | +21.03% |
| 3 Year | +19.05% |
| 5 Year | +7.60% |
| 10 Year | +10.41% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 17.12% |
| 3Y Volatility | 19.52% |
| 3Y Sharpe Ratio | 0.68 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 3 / 5 |
| Benchmark | S&P 500 TR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Small Cap | 59.67% |
| Micro Cap | 37.21% |
| Mid Cap | 1.68% |
| Large Cap | 0.24% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 21.91% |
| Healthcare | 16.16% |
| Financial Services | 15.76% |
| Industrials | 14.40% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 14.5x |
| Portfolio P/B | 2.17x |
| Portfolio P/S | 1.41x |
| Holdings Turnover | 9.0% |
Top Holdings
| Holding | Weight |
|---|---|
| iShares Trust - iShares Russell 2000 ETF | 0.90% |
| BitMine Immersion Technologies | 0.40% |
| Halozyme Therapeutics | 0.29% |
| Hecla Mining | 0.29% |
| Wayfair | 0.28% |
Upturn AI Summary
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.
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