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Schwab Strategic Trust (SCCR)
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Upturn Advisory Summary
06/30/2025: SCCR (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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 0.95% | Avg. Invested days 12 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.59 - 25.82 | Updated Date 02/26/2025 |
52 Weeks Range 24.59 - 25.82 | Updated Date 02/26/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Schwab Strategic Trust
Company Overview
History and Background
Schwab Strategic Trust is a collective trust company established by Charles Schwab to manage and offer a variety of investment funds and portfolios. It primarily focuses on providing investment solutions and asset management services for retirement plans and other institutional investors.
Core Business Areas
- Collective Investment Trusts: Offers a range of collective investment trusts (CITs) designed for retirement plans, providing diversified investment options across various asset classes.
- Asset Allocation: Manages and allocates assets within its CITs to achieve specific investment objectives, such as long-term growth or income generation.
- Fund Management: Actively manages the underlying investments within each fund, including stocks, bonds, and other securities.
- Retirement Solutions: Provides investment solutions tailored for retirement plans, helping participants save and invest for retirement.
Leadership and Structure
The trust is managed by Charles Schwab Investment Management, Inc., a subsidiary of The Charles Schwab Corporation. Specific leadership structure details related to Schwab Strategic Trust are typically internal and not publicly disclosed.
Top Products and Market Share
Key Offerings
- Schwab Target Date Funds: A series of target date funds designed to adjust asset allocation as investors approach retirement. Market share information for specific CITs is not publicly available. Competitors include Vanguard Target Retirement Funds, Fidelity Freedom Funds, and BlackRock LifePath Funds.
- Schwab Managed Retirement Portfolios: Managed portfolios offering different risk levels, designed to simplify investment decisions for retirement savers. Market share data is not readily available. Competitors include similar managed account solutions from Fidelity, Vanguard, and T. Rowe Price.
- Schwab Index Funds CITs: Low-cost index-tracking CITs providing broad market exposure. Competitors include Vanguard Institutional Index Funds and Fidelity Advisor Freedom Funds.
Market Dynamics
Industry Overview
The retirement investment industry is experiencing growth driven by increased demand for retirement savings solutions and the shift towards defined contribution plans. The market is competitive, with numerous providers offering a range of investment options.
Positioning
Schwab Strategic Trust aims to provide cost-effective and diversified investment solutions for retirement plans, leveraging the scale and expertise of Charles Schwab. Its competitive advantage lies in its brand recognition, low-cost offerings, and integrated platform.
Total Addressable Market (TAM)
The TAM for retirement assets in the U.S. is estimated to be in the trillions of dollars. Schwab Strategic Trust is positioned to capture a share of this market through its retirement plan offerings and asset management capabilities.
Upturn SWOT Analysis
Strengths
- Strong brand recognition and reputation
- Low-cost investment options
- Diversified product offerings
- Access to Charles Schwab's resources and expertise
Weaknesses
- Limited public information on specific CIT performance and market share
- Reliance on Charles Schwab's overall performance and brand
- Potentially lower fees may impact revenue compared to higher fee products
Opportunities
- Growth in the retirement market and demand for target date funds
- Expansion of CIT offerings to new client segments
- Increased adoption of managed account solutions
- Leveraging technology to enhance investment management and client experience
Threats
- Increased competition from other asset managers
- Regulatory changes impacting retirement plans and investment products
- Market volatility and economic downturns affecting investment performance
- Fee compression in the asset management industry
Competitors and Market Share
Key Competitors
- Vanguard (private)
- Fidelity (private)
- BlackRock (BLK)
- State Street (STT)
- T. Rowe Price (TROW)
Competitive Landscape
Schwab Strategic Trust competes with other large asset managers by offering competitive pricing and a range of investment options for retirement plans. Its competitive advantage lies in leveraging the broader Schwab ecosystem and brand recognition.
Growth Trajectory and Initiatives
Historical Growth: Growth is tied to the overall expansion of assets under management within Schwab's retirement and investment solutions. Data on the growth of Schwab Strategic Trust independently of Charles Schwab is not available.
Future Projections: Future growth is dependent on the ability to attract and retain retirement plan clients, launch innovative investment products, and navigate market conditions.
Recent Initiatives: Charles Schwab's acquisition of TD Ameritrade has provided additional scale and resources, potentially benefiting Schwab Strategic Trust through synergies and expanded distribution channels.
Summary
Schwab Strategic Trust benefits from the strong brand and resources of Charles Schwab, offering low-cost investment options for retirement plans. While specific performance data is limited, it operates in a growing market with increasing demand for retirement solutions. Competitive pressures and regulatory changes are potential risks, but ongoing strategic initiatives could propel future growth. It needs to become more transparent.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Charles Schwab Corporation Investor Relations
- SEC Filings
- Industry Reports
- Company Websites
- Market Research Reports
Disclaimers:
The information provided is based on available public data and may not be exhaustive. Market share data is estimated and subject to change. This is not financial advice; consult a qualified professional for 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 2025-02-05 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund will invest 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. ("Fitch"), 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.
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