
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
- About
Schwab Strategic Trust (SCCR)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: SCCR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance ![]() | Stock Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
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 - |
Upturn AI SWOT
Schwab Strategic Trust
Company Overview
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.
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 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
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
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
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.
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.

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.