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SCYB
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Schwab Strategic Trust (SCYB)

Upturn stock ratingUpturn stock rating
$26.44
Last Close (24-hour delay)
Profit since last BUY3.73%
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Consider higher Upturn Star rating
BUY since 59 days
  • BUY Advisory
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  • SELL Advisory (Loss)​
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Upturn Advisory Summary

08/14/2025: SCYB (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 15.33%
Avg. Invested days 90
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 24.01 - 26.49
Updated Date 06/30/2025
52 Weeks Range 24.01 - 26.49
Updated Date 06/30/2025

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Schwab Strategic Trust

stock logo

ETF Overview

overview logo Overview

Schwab Strategic Trust is a family of ETFs that provide exposure to various asset classes and investment strategies, typically tracking broad market indices or specific segments, offering diversified, low-cost investment options.

reliability logo Reputation and Reliability

Schwab is a reputable and reliable financial services company with a long track record of providing investment products and services.

reliability logo Management Expertise

Schwab Asset Management has a team of experienced professionals managing its ETFs, leveraging its research capabilities and investment expertise.

Investment Objective

overview logo Goal

To provide investment results that correspond generally to the price and yield performance of their respective benchmarks, offering diversification across different asset classes.

Investment Approach and Strategy

Strategy: The ETFs typically track specific market-capitalization-weighted indices or follow strategic beta methodologies, providing targeted exposure to specific factors or market segments.

Composition The composition varies based on the individual ETF within the Schwab Strategic Trust family, including stocks, bonds, or a mix, reflecting the underlying index or investment strategy.

Market Position

Market Share: Schwab Strategic Trust ETFs collectively hold a significant market share in the ETF industry due to their low-cost structure and brand recognition.

Total Net Assets (AUM): Varies significantly by ETF within the trust, ranging from millions to billions of dollars.

Competitors

overview logo Key Competitors

  • IVV
  • VTI
  • SPY
  • AGG
  • BND

Competitive Landscape

The ETF industry is highly competitive, with many providers offering similar index-tracking products. Schwab ETFs compete primarily on cost, brand recognition, and distribution network. Advantages include low expense ratios and a strong brand; disadvantages could be that some competitors have longer track records and higher AUM in specific segments.

Financial Performance

Historical Performance: Historical performance varies widely among the ETFs within the Schwab Strategic Trust, depending on the asset class and investment strategy. Performance data can be obtained from Schwab's website and other financial data providers.

Benchmark Comparison: The ETFs' performance closely tracks their respective benchmark indices, with minimal tracking error, reflecting Schwab's passive investment approach.

Expense Ratio: Expense ratios are typically very low, often among the lowest in the industry, making Schwab ETFs attractive to cost-conscious investors. Values vary across individual ETF. Range [0.03, 0.10]

Liquidity

Average Trading Volume

The ETFs generally have good liquidity, with sufficient trading volume to allow investors to buy and sell shares easily.

Bid-Ask Spread

Bid-ask spreads are typically tight, reflecting the ETFs' liquidity and efficiency.

Market Dynamics

Market Environment Factors

Economic indicators, interest rates, and market sentiment influence the performance of Schwab Strategic Trust ETFs, depending on their asset allocation and investment strategy.

Growth Trajectory

Growth trends follow market trends; changes in the ETF are primarily driven by index rebalancing and adjustments to tracking strategy.

Moat and Competitive Advantages

Competitive Edge

Schwab Strategic Trust ETFs benefit from Schwab's strong brand recognition, extensive distribution network, and focus on low-cost investing. Their key advantage lies in offering a diversified suite of index-tracking ETFs with some of the lowest expense ratios in the industry. This attracts cost-conscious investors seeking passive investment strategies and broad market exposure. The trust also leverages Schwab's research capabilities to optimize index tracking and enhance investment outcomes. Schwab's reputation for reliability and customer service further strengthens its competitive position in the ETF market.

Risk Analysis

Volatility

Volatility varies based on the underlying assets of the ETF; equity ETFs will generally have higher volatility than fixed income ETFs.

Market Risk

Market risk is the primary risk, as the ETFs are subject to fluctuations in the overall market and the specific sectors or asset classes they track.

Investor Profile

Ideal Investor Profile

The ideal investor is a cost-conscious, long-term investor seeking diversified exposure to specific asset classes or market segments.

Market Risk

Schwab Strategic Trust ETFs are suitable for long-term investors, passive index followers, and those seeking a core portfolio building block.

Summary

Schwab Strategic Trust ETFs offer a low-cost, diversified way to gain exposure to various market segments and asset classes. The low expense ratios and strong brand recognition make these ETFs attractive to long-term, cost-conscious investors. They provide a core portfolio building block for individuals looking to passively track market indices. Performance is closely aligned with the underlying benchmarks, offering transparent and predictable investment outcomes. However, investors should consider their risk tolerance and investment goals before investing in any ETF.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Schwab Asset Management
  • Morningstar
  • Bloomberg
  • ETF.com

Disclaimers:

The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Past performance is not indicative of future results.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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

The index tracks the performance of U.S. dollar denominated below investment grade corporate debt (junk bonds), currently in a coupon paying period, that is publicly issued in the U.S. domestic market. It is the fund"s policy that under normal circumstances it will invest at least 80% of its net assets in below investment grade bonds.