Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
SCCR
Upturn stock ratingUpturn stock rating

Schwab Strategic Trust (SCCR)

Upturn stock ratingUpturn stock rating
$25.64
Last Close (24-hour delay)
Profit since last BUY1.87%
upturn advisory
Consider higher Upturn Star rating
BUY since 44 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

08/14/2025: SCCR (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.

Number of Analysts

rating

0 Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

Analysis of Past Performance

Type Stock
Historic Profit 1.87%
Avg. Invested days 44
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
Stock Returns Performance Upturn Returns Performance 1.0
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

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 -

ai summary icon Upturn AI SWOT

Schwab Strategic Trust

stock logo

Company Overview

overview logo History and Background

Schwab Strategic Trust is a series of passively managed exchange-traded funds (ETFs) and mutual funds offered by Charles Schwab Investment Management, Inc. These funds are designed to track specific market indexes and provide investors with diversified exposure to various asset classes. While the specific founding year isn't attributable to the 'trust' as a single entity, it's linked to Charles Schwab's growth in asset management beginning in the 1980s. The evolution has focused on low-cost, index-tracking strategies.

business area logo Core Business Areas

  • Index-Tracking ETFs: Offerings include a variety of ETFs that track broad market indexes, sector-specific indexes, and fixed income indexes. They provide investors with exposure to a diversified portfolio at a low cost.
  • Index-Tracking Mutual Funds: Similar to ETFs, these mutual funds track specific indexes and are designed for investors who prefer the mutual fund structure.
  • ESG Investing: Some funds within the trust focus on environmental, social, and governance (ESG) factors, appealing to socially conscious investors.

leadership logo Leadership and Structure

Charles Schwab Investment Management, Inc. (CSIM) manages the Schwab Strategic Trust. CSIM's leadership team oversees the investment strategies and operations of the funds within the trust. CSIM is a subsidiary of The Charles Schwab Corporation.

Top Products and Market Share

overview logo Key Offerings

  • Schwab Total Stock Market ETF (SCHB): Tracks the Dow Jones U.S. Total Stock Market Index. As of Q3 2023, SCHB holds over $42 billion in assets under management. Competitors include VTI (Vanguard Total Stock Market ETF) and ITOT (iShares Core S&P Total U.S. Stock Market ETF).
  • Schwab U.S. Dividend Equity ETF (SCHD): Tracks the Dow Jones U.S. Dividend 100 Index. SCHD focuses on high-dividend-yielding stocks with a history of consistent dividends. As of Q3 2023, SCHD holds over $50 billion in assets under management. Competitors include DVY (iShares Select Dividend ETF) and NOBL (ProShares S&P 500 Dividend Aristocrats ETF).
  • Schwab S&P 500 Index Fund (SWPPX): Tracks the S&P 500 Index, providing investors with broad exposure to the U.S. equity market. Competitors include VFIAX (Vanguard 500 Index Fund Admiral Shares) and FXAIX (Fidelity 500 Index Fund)

Market Dynamics

industry overview logo Industry Overview

The investment management industry is highly competitive, with numerous firms offering similar products. Key trends include the growth of passive investing, the increasing importance of ESG considerations, and the continued fee compression.

Positioning

Schwab Strategic Trust is positioned as a provider of low-cost, index-tracking investment solutions. Its competitive advantages include its scale, its brand recognition, and its distribution network through Charles Schwab's brokerage platform.

Total Addressable Market (TAM)

The global asset management market is estimated to be over $100 trillion. Schwab Strategic Trust is positioned to capture a portion of this market through its low-cost, index-tracking strategies.

Upturn SWOT Analysis

Strengths

  • Low expense ratios
  • Strong brand recognition
  • Extensive distribution network
  • Diversified product offerings
  • Large asset base

Weaknesses

  • Limited active management capabilities
  • Reliance on index performance
  • Potential for tracking error
  • Vulnerable to market downturns

Opportunities

  • Growth in passive investing
  • Increased demand for ESG investments
  • Expansion into new markets
  • Development of new investment products
  • Technological innovation

Threats

  • Increased competition
  • Regulatory changes
  • Market volatility
  • Economic downturns
  • Rising interest rates

Competitors and Market Share

competitor logo Key Competitors

  • IVV
  • VTI
  • SPY
  • QQQ

Competitive Landscape

Schwab Strategic Trust competes primarily on price and brand reputation. Its low expense ratios are a key competitive advantage. It must continuously innovate to remain competitive.

Growth Trajectory and Initiatives

Historical Growth: Growth has been driven by the increasing popularity of passive investing and the firm's ability to attract and retain assets.

Future Projections: Future growth is expected to continue, driven by the same factors, although the rate of growth may moderate as the market becomes more saturated.

Recent Initiatives: Recent initiatives include the launch of new ESG-focused funds and the continued expansion of its ETF lineup.

Summary

Schwab Strategic Trust offers low-cost, passive investment options, capitalizing on the growing trend of index investing. Its strengths lie in its strong brand, extensive distribution network, and low expense ratios. However, it faces increasing competition and is vulnerable to market volatility. Continuously innovating and adapting to changing market conditions is crucial for sustained success.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Charles Schwab Investment Management Website
  • ETF.com
  • Company Filings (SEC)
  • Analyst Reports
  • FactSet

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Market data is as of the latest available date and is subject to change. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.

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 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.