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Upturn AI SWOT - About
Schwab Strategic Trust (SCUS)
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Upturn Advisory Summary
08/14/2025: 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 2.65% | Avg. Invested days 143 | 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 08/14/2025 |
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 offers a suite of ETFs designed to provide broad market exposure across various asset classes, sectors, and investment styles. These ETFs aim to track specific market-cap weighted indexes with low costs and tax efficiency, suitable for long-term investors.
Reputation and Reliability
Schwab is a well-established and reputable financial services company known for its low-cost investment products and commitment to investor education.
Management Expertise
Schwab Asset Management has a team of experienced investment professionals managing its ETF offerings, focusing on efficient portfolio construction and tracking of underlying indexes.
Investment Objective
Goal
To provide investment results that correspond to the price and yield performance of their respective benchmark indexes.
Investment Approach and Strategy
Strategy: The ETFs track market-cap weighted indexes representing various segments of the stock and bond markets.
Composition The ETFs hold stocks, bonds, or a combination of both, depending on the specific ETF and its target index. These funds provide broad diversification.
Market Position
Market Share: Schwab Strategic Trust's market share varies depending on the specific ETF within the trust and its target market segment.
Total Net Assets (AUM): AUM varies by fund within the Schwab Strategic Trust; e.g., SCHX (Schwab U.S. Large-Cap ETF) has AUM of approximately 27.9 Billion USD.
Competitors
Key Competitors
- IVV
- SPY
- VTI
- AGG
- BND
Competitive Landscape
The ETF market is highly competitive with many providers offering similar products. Schwab Strategic Trust distinguishes itself through its low-cost structure and focus on tracking well-known indexes. Advantages include its strong brand recognition and commitment to low fees. Disadvantages include potential overlap with other broad market ETFs and dependence on index performance.
Financial Performance
Historical Performance: Historical performance varies significantly depending on the specific ETF within the Schwab Strategic Trust. The Schwab Strategic Trust will generally mirror the historical performance of their respective benchmark indexes.
Benchmark Comparison: The ETF's performance is directly tied to its benchmark index, aiming to closely replicate its returns.
Expense Ratio: Expense ratios for ETFs within the Schwab Strategic Trust are typically very low, often ranging from 0.03% to 0.05%.
Liquidity
Average Trading Volume
Average trading volume varies by fund, but most Schwab Strategic Trust ETFs have sufficient liquidity for most investors.
Bid-Ask Spread
Bid-ask spreads are generally tight due to the large AUM and active trading of these ETFs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and market sentiment all influence the performance of Schwab Strategic Trust ETFs, depending on the specific fund's asset allocation.
Growth Trajectory
Growth trends depend on the underlying market and sector trends the specific ETF tracks, with changes potentially occurring due to index reconstitutions or strategy adjustments.
Moat and Competitive Advantages
Competitive Edge
Schwab Strategic Trust's competitive advantages lie in its low-cost structure, broad market exposure, and the established reputation of Schwab as a financial services provider. The low expense ratios attract cost-conscious investors. These ETFs also offer diversification benefits by providing access to various asset classes and market segments. Their efficiency in tracking benchmark indexes further enhances their appeal.
Risk Analysis
Volatility
Volatility depends on the underlying assets; stock ETFs will generally exhibit higher volatility than bond ETFs. Market conditions influence these fluctuations.
Market Risk
Risks include general market risk, interest rate risk (for bond ETFs), and sector-specific risks (for sector ETFs).
Investor Profile
Ideal Investor Profile
Ideal investors are long-term, buy-and-hold investors seeking low-cost, diversified exposure to broad market indexes.
Market Risk
Suitable for long-term investors, passive index followers, and those seeking core portfolio building blocks.
Summary
Schwab Strategic Trust offers a suite of low-cost ETFs designed to track various market indexes. These ETFs provide broad diversification and are well-suited for long-term investors seeking passive exposure. They benefit from Schwab's strong reputation and commitment to low fees. However, investors should carefully consider the specific ETF's underlying assets and potential risks before investing. Overall, these ETFs represent a solid choice for building a diversified portfolio at a low cost.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schwab Asset Management, ETF.com, Morningstar
- Company Filings
Disclaimers:
The information provided is for informational purposes only and should not be considered 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.