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Schwab Strategic Trust (SCYB)



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Upturn Advisory Summary
08/14/2025: SCYB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 |
Upturn AI SWOT
Schwab Strategic Trust
ETF Overview
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.
Reputation and Reliability
Schwab is a reputable and reliable financial services company with a long track record of providing investment products and services.
Management Expertise
Schwab Asset Management has a team of experienced professionals managing its ETFs, leveraging its research capabilities and investment expertise.
Investment Objective
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
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.
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 |
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.

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