Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Schwab Strategic Trust (SCYB)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/24/2025: SCYB (1-star) is currently NOT-A-BUY. Pass it for now.
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 16.59% | Avg. Invested days 100 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 |
Upturn AI SWOT
Schwab Strategic Trust
ETF Overview
Overview
Schwab Strategic Trust is a family of ETFs offering diverse investment strategies, including equity, fixed income, and asset allocation approaches. These ETFs aim to provide cost-effective and diversified investment solutions for various investor needs.
Reputation and Reliability
Schwab is a reputable and reliable financial services company with a long history of managing investment products.
Management Expertise
Schwab Asset Management has a team of experienced professionals managing its ETFs, leveraging its research capabilities and investment expertise.
Investment Objective
Goal
The primary goal varies across different Schwab Strategic Trust ETFs but generally aims to track a specific index or achieve a target investment outcome.
Investment Approach and Strategy
Strategy: These ETFs use various strategies, including index tracking, strategic beta, and active management depending on the specific fund within the trust.
Composition The asset composition varies depending on the specific ETF, ranging from stocks and bonds to a mix of asset classes.
Market Position
Market Share: Schwab Strategic Trust has a significant market share in the ETF industry, ranking among the top ETF providers.
Total Net Assets (AUM): 300000000000
Competitors
Key Competitors
- IVV
- SPY
- VTI
- AGG
- BND
Competitive Landscape
The ETF industry is highly competitive, with several major players offering similar products. Schwab Strategic Trust competes on factors such as expense ratios, tracking accuracy, and brand recognition. Schwab ETFs are known for their low cost, appealing to cost-conscious investors. Competition comes from iShares, Vanguard, and State Street, among others.
Financial Performance
Historical Performance: Historical performance varies across different ETFs within the Schwab Strategic Trust. Specific performance data depends on the individual fund and its investment strategy.
Benchmark Comparison: The ETFs' performance is typically compared to their respective benchmark indexes to assess their tracking effectiveness.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
Liquidity varies across the Schwab Strategic Trust ETFs based on their popularity and asset class, however, most have adequate trading volume.
Bid-Ask Spread
The bid-ask spread is generally tight for most Schwab Strategic Trust ETFs, reflecting their liquidity and investor interest.
Market Dynamics
Market Environment Factors
Economic conditions, interest rates, market volatility, and sector-specific trends all influence the performance of Schwab Strategic Trust ETFs.
Growth Trajectory
Schwab Strategic Trust ETFs have experienced growth in assets under management (AUM) due to the increasing popularity of ETFs and Schwab's strong brand.
Moat and Competitive Advantages
Competitive Edge
Schwab Strategic Trust ETFs have a competitive edge due to their low expense ratios, which attract cost-conscious investors. The ETFs benefit from the strong brand recognition and distribution network of Charles Schwab. Additionally, Schwab offers a wide range of ETFs covering diverse asset classes and investment strategies. Schwab's ETFs also have a reputation for closely tracking their benchmarks.
Risk Analysis
Volatility
Volatility depends on the specific ETF and its underlying assets. Equity ETFs will have high volatility, while bond ETFs will have comparatively lower volatility.
Market Risk
The underlying assets of Schwab Strategic Trust ETFs are subject to market risk, including economic downturns, interest rate changes, and geopolitical events.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific ETF. The investors include long-term investors, cost-conscious investors, and those seeking diversified investment solutions.
Market Risk
Schwab Strategic Trust ETFs are suitable for both long-term investors and passive index followers, depending on the chosen fund and its investment objective.
Summary
Schwab Strategic Trust offers a diverse range of ETFs catering to various investment needs. The ETFs are known for their low expense ratios, strong brand recognition, and effective index tracking. They provide cost-effective and diversified investment solutions for long-term investors and passive index followers. However, investors should carefully consider the specific ETF's investment objective and risk profile before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schwab Asset Management Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own research and financial circumstances.
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.
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.