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Upturn AI SWOT - About
Schwab Strategic Trust (SCUS)
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Upturn Advisory Summary
10/24/2025: SCUS (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.
Analysis of Past Performance
Type ETF | Historic Profit 2.27% | Avg. Invested days 117 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.16 - 26.97 | Updated Date 06/28/2025 |
52 Weeks Range 24.16 - 26.97 | Updated Date 06/28/2025 |
Upturn AI SWOT
Schwab Strategic Trust
ETF Overview
Overview
Schwab Strategic Trust ETFs are designed to provide investors with broad market exposure through diversified, low-cost index-tracking funds.
Reputation and Reliability
Schwab is a well-established and reputable financial services firm known for its low-cost investment options and customer service.
Management Expertise
Schwab Asset Management has a team of experienced professionals dedicated to managing and overseeing its ETF offerings.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance of a specific index or market segment.
Investment Approach and Strategy
Strategy: The ETFs aim to track a specific market index or sector by holding a portfolio of securities that mirror the composition of the benchmark.
Composition The ETFs hold a diversified portfolio of stocks or bonds, depending on the specific fund, weighted according to the market capitalization of the underlying securities.
Market Position
Market Share: Schwab Strategic Trust ETFs have varying market shares depending on the specific ETF and the market segment it targets.
Total Net Assets (AUM): Varies widely per ETF, from millions to billions of dollars in AUM.
Competitors
Key Competitors
- IVV
- VTI
- SPY
- AGG
- BND
Competitive Landscape
The ETF market is highly competitive with many established players. Schwab Strategic Trust's competitive advantage lies in its low expense ratios. A potential disadvantage is that its funds may have less liquidity than some of the larger, more established ETFs from competitors like BlackRock and Vanguard.
Financial Performance
Historical Performance: Historical financial performance depends on the specific Schwab Strategic Trust ETF and its underlying index.
Benchmark Comparison: Schwab Strategic Trust ETFs are designed to closely track their benchmark indices, resulting in similar performance.
Expense Ratio: Varies depending on the ETF, but Schwab Strategic Trust ETFs are known for having some of the lowest expense ratios in the market.
Liquidity
Average Trading Volume
Average trading volume depends on the ETF, with larger and more popular ETFs having higher trading volumes.
Bid-Ask Spread
Bid-ask spreads are typically tight for Schwab Strategic Trust ETFs, especially for those with higher trading volumes.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and global events can all impact the performance of Schwab Strategic Trust ETFs.
Growth Trajectory
Growth depends on market conditions and investor demand for low-cost index funds. Schwab continues to expand its ETF lineup.
Moat and Competitive Advantages
Competitive Edge
Schwab Strategic Trust ETFs offer extremely low expense ratios, making them an attractive option for cost-conscious investors. The funds provide broad market exposure and are designed to track their benchmarks closely. Schwab's strong brand reputation and distribution network also contribute to its competitive advantage. The ETFs are easily accessible through Schwab's brokerage platform and other platforms. These factors collectively provide a strong value proposition for investors.
Risk Analysis
Volatility
Volatility depends on the specific ETF and its underlying assets. Equity ETFs will generally be more volatile than bond ETFs.
Market Risk
Schwab Strategic Trust ETFs are subject to market risk, meaning that the value of the ETF can fluctuate based on market conditions and investor sentiment.
Investor Profile
Ideal Investor Profile
The ideal investor for Schwab Strategic Trust ETFs is a cost-conscious investor seeking broad market exposure and long-term growth.
Market Risk
Schwab Strategic Trust ETFs are suitable for long-term investors, passive index followers, and those seeking to build a diversified portfolio.
Summary
Schwab Strategic Trust ETFs are a suite of low-cost, index-tracking funds designed to provide investors with broad market exposure. With their low expense ratios and diversified holdings, these ETFs are an attractive option for cost-conscious investors seeking long-term growth. However, like all ETFs, they are subject to market risk. They are best suited for long-term investors and passive index followers.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schwab Asset Management website
- Morningstar
- Bloomberg
- ETF.com
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 Strategic Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
To pursue its goal, the fund invests in investment grade, short-term, U.S. dollar denominated debt securities issued by U.S. and foreign issuers. Under normal circumstances, the fund will invest only in securities, that at the time of purchase, are rated investment grade (i.e., BBB- or higher by S&P Global Ratings and/or Fitch Ratings, Inc., or Baa3 or higher by Moody"s Investors Service, Inc. ("Moody"s"), or, if unrated, determined by the fund"s investment adviser to be of equivalent quality.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.