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Upturn AI SWOT - About
Schwab International Small-Cap Equity ETF (SCHC)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
06/30/2025: SCHC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type ETF | Historic Profit -20.57% | Avg. Invested days 38 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.14 | 52 Weeks Range 30.77 - 42.43 | Updated Date 06/29/2025 |
52 Weeks Range 30.77 - 42.43 | Updated Date 06/29/2025 |
Upturn AI SWOT
Schwab International Small-Cap Equity ETF
ETF Overview
Overview
Schwab International Small-Cap Equity ETF (SCHC) seeks to track the total return of the FTSE Developed ex US Small Cap Index, reflecting the performance of small-capitalization companies in developed countries outside the U.S. It offers diversified exposure to international small-cap equities.
Reputation and Reliability
Schwab is a well-established and reputable financial services firm with a long history in the investment industry.
Management Expertise
Schwab has a dedicated and experienced team managing its ETFs, known for their passive investment strategies and low-cost offerings.
Investment Objective
Goal
To track the total return of the FTSE Developed ex US Small Cap Index.
Investment Approach and Strategy
Strategy: This ETF employs a passive management strategy, aiming to replicate the performance of the FTSE Developed ex US Small Cap Index.
Composition The ETF primarily holds stocks of small-capitalization companies located in developed countries outside the United States.
Market Position
Market Share: Data Unavailable
Total Net Assets (AUM): 8440000000
Competitors
Key Competitors
- Vanguard FTSE All-World ex-US Small-Cap ETF (VSS)
- iShares Core MSCI EAFE ETF (IEFA)
- SPDR Portfolio Developed World ex-US ETF (SPDW)
Competitive Landscape
The international small-cap ETF market is competitive, with several large players. SCHC benefits from Schwab's low-cost structure and brand recognition. However, VSS has a large AUM and lower expense ratio. IEFA provides broader exposure including mid-cap stocks which can act as disadvantage or advantage depending on investment style.
Financial Performance
Historical Performance: Data Unavailable
Benchmark Comparison: Data Unavailable
Expense Ratio: 0.11
Liquidity
Average Trading Volume
The ETF generally exhibits good liquidity with average daily trading volumes.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth in developed countries outside the US, currency fluctuations, and global trade policies can influence SCHC's performance.
Growth Trajectory
SCHC's growth is tied to the performance of international small-cap equities and investor demand for diversified international exposure; its strategy and holdings remain consistent with its index-tracking approach.
Moat and Competitive Advantages
Competitive Edge
SCHC's primary advantage lies in its low expense ratio within the international small-cap ETF space, making it a cost-effective option for investors. It leverages Schwab's established brand and distribution network. Its focus on the FTSE Developed ex US Small Cap Index provides targeted exposure. The consistent, passive approach ensures replicable returns with minimal management fees.
Risk Analysis
Volatility
Small-cap stocks are inherently more volatile than large-cap stocks; international markets can add currency risk.
Market Risk
SCHC is subject to market risk, particularly in the developed international markets, and sector-specific risks within those economies.
Investor Profile
Ideal Investor Profile
Investors seeking diversified exposure to international small-cap equities and willing to accept higher volatility for potential long-term growth.
Market Risk
Suitable for long-term investors seeking international diversification and potential growth, as well as those passively index followers.
Summary
Schwab International Small-Cap Equity ETF (SCHC) offers a low-cost way to invest in international small-cap equities. It passively tracks the FTSE Developed ex US Small Cap Index, providing broad exposure to developed markets outside the US. While small-cap stocks carry inherent volatility, SCHC can serve as a valuable tool for portfolio diversification. The ETF benefits from Schwab's reputation and low expense ratio. Investors should consider their risk tolerance and investment horizon before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- FTSE Russell
- Various Financial News Sources
Disclaimers:
Data and analysis provided are for informational purposes only and do not constitute investment advice. Market conditions and performance can change.
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 International Small-Cap Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is comprised of small capitalization companies in developed countries outside the United States. The fund will invest at least 90% of its net assets in stocks, including depositary receipts representing securities of the index; such depositary receipts may be in the form of American Depositary Receipts, Global Depositary Receipts and European Depositary Receipts.
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