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Upturn AI SWOT - About
Schwab Emerging Markets Equity ETF (SCHE)
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Upturn Advisory Summary
10/01/2025: SCHE (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 5.49% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/01/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.85 | 52 Weeks Range 24.02 - 30.22 | Updated Date 06/29/2025 |
52 Weeks Range 24.02 - 30.22 | Updated Date 06/29/2025 |
Upturn AI SWOT
Schwab Emerging Markets Equity ETF
ETF Overview
Overview
The Schwab Emerging Markets Equity ETF (SCHE) seeks to track the total return of the FTSE Emerging Index, providing exposure to large and mid-cap stocks in emerging market countries. It aims for broad diversification across these markets and is passively managed.
Reputation and Reliability
Charles Schwab Investment Management is a well-established and reputable asset manager with a long track record of providing low-cost investment solutions.
Management Expertise
Schwab's management team has extensive experience in managing index-tracking ETFs, ensuring efficient and accurate replication of the target index.
Investment Objective
Goal
To track the total return of the FTSE Emerging Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the FTSE Emerging Index by investing in a portfolio of stocks that closely mirrors the index's composition.
Composition Primarily holds stocks of large and mid-cap companies located in emerging market countries.
Market Position
Market Share: SCHE holds a significant market share within the emerging markets equity ETF category.
Total Net Assets (AUM): 7700000000
Competitors
Key Competitors
- Vanguard FTSE Emerging Markets ETF (VWO)
- iShares Core MSCI Emerging Markets ETF (IEMG)
- iShares MSCI Emerging Markets ETF (EEM)
Competitive Landscape
The emerging markets ETF landscape is highly competitive, with several major players offering similar index-tracking products. SCHE competes primarily on cost, offering a low expense ratio. Its disadvantages compared to larger competitors like VWO and IEMG lie in lower AUM and potentially slightly lower liquidity.
Financial Performance
Historical Performance: Historical performance data is not presented here to comply with the request for numerical arrays, however this data can be easily located on financial websites, such as Yahoo Finance.
Benchmark Comparison: Benchmark comparison data is not presented here to comply with the request for numerical arrays, however this data can be easily located on financial websites.
Expense Ratio: 0.11
Liquidity
Average Trading Volume
SCHE exhibits moderate liquidity, with sufficient trading volume to accommodate most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth rates in emerging markets, currency fluctuations, political stability, and global trade policies significantly affect SCHE's performance.
Growth Trajectory
SCHE's growth is tied to the overall performance of emerging market equities, with potential for increased AUM and trading volume as these markets develop.
Moat and Competitive Advantages
Competitive Edge
SCHE's primary competitive advantage is its extremely low expense ratio, making it an attractive option for cost-conscious investors seeking broad exposure to emerging markets. The fund is also backed by Schwab's strong brand recognition and efficient management practices. SCHE tracks the FTSE Emerging Index, which includes a more complete coverage of emerging markets than other indices. The fund does not use representative sampling which allows for tighter tracking.
Risk Analysis
Volatility
SCHE exhibits higher volatility than developed market ETFs, reflecting the inherent risks associated with investing in emerging markets.
Market Risk
SCHE is subject to market risk, including political instability, economic downturns, and currency fluctuations in emerging market countries.
Investor Profile
Ideal Investor Profile
The ideal investor for SCHE is someone seeking broad exposure to emerging market equities as part of a diversified portfolio, with a long-term investment horizon and tolerance for higher volatility.
Market Risk
SCHE is suitable for long-term investors and passive index followers seeking cost-effective exposure to emerging markets.
Summary
The Schwab Emerging Markets Equity ETF (SCHE) offers a low-cost way to gain exposure to a broad range of stocks in emerging market countries. It tracks the FTSE Emerging Index and is managed by Charles Schwab Investment Management. Its primary competitive advantage is its low expense ratio. SCHE is best suited for long-term investors who are comfortable with the higher volatility of emerging markets. Investors should also consider the political and economic risks associated with these markets before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investing in ETFs involves risk, including the potential loss of principal.
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 Emerging Markets Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests in stocks that are included in the FTSE Emerging Index. The index is comprised of large and mid capitalization companies in emerging market countries, as defined by the index provider. The fund will invest at least 90% of its net assets (including, for this purpose, any borrowings for investment purposes) in these stocks, including depositary receipts representing securities of the index; such depositary receipts may be in the form of ADRs, GDRs and EDRs.
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