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Schwab Strategic Trust (SCCR)
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Upturn Advisory Summary
10/15/2025: 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.
Analysis of Past Performance
Type Stock | Historic Profit 4.37% | Avg. Invested days 87 | 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 10/15/2025 |
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 - |
Upturn AI SWOT
Schwab Strategic Trust
Company Overview
History and Background
Schwab Strategic Trust is a collective investment trust offered primarily to retirement plans. It provides diversified investment options and is managed by Charles Schwab Investment Management, Inc. Specific founding year and early milestones are proprietary and not publicly available in the same manner as a publicly traded company. The trust has evolved to offer a range of target date, index, and actively managed strategies.
Core Business Areas
- Collective Investment Trusts: Schwab Strategic Trust focuses on managing collective investment trusts (CITs) for retirement plans. These trusts pool assets from multiple retirement plans to achieve economies of scale and diversification.
- Target Date Funds: Offer target date funds that automatically adjust asset allocation over time to become more conservative as the target retirement date approaches.
- Index Funds: Provides passively managed index funds that track various market indices, such as the S&P 500 or MSCI EAFE.
- Actively Managed Funds: Offers actively managed investment strategies across different asset classes.
Leadership and Structure
Schwab Strategic Trust is managed by Charles Schwab Investment Management, Inc. The specific leadership team is not publicly detailed at the trust level but managed under the umbrella of Charles Schwab's management structure.
Top Products and Market Share
Key Offerings
- Schwab Target Date Funds: Target date funds are designed for retirement savers and adjust asset allocation automatically over time. Market share data is difficult to pinpoint exactly for Schwab Strategic Trust specific offerings within the overall target date fund market, but Schwab holds a substantial position in the broader investment management space. Competitors include Vanguard, Fidelity, and T. Rowe Price.
- Schwab S&P 500 Index Fund: Offers exposure to the S&P 500 index. Similar to the target-date fund, market share specifics are not publicly broken out for the Strategic Trust offering. However, BlackRock (IVV), Vanguard (VOO), and State Street (SPY) are competitors for these S&P 500 Index funds.
- Schwab Total Stock Market Index Fund: Provides broad exposure to the U.S. stock market. Vanguard's VTI is a competitor.
Market Dynamics
Industry Overview
The collective investment trust (CIT) market and retirement savings industry are experiencing growth driven by an aging population and increasing emphasis on retirement planning. The industry is highly competitive, with various providers offering similar investment products.
Positioning
Schwab Strategic Trust benefits from Charles Schwab's strong brand reputation and distribution network, offering competitive pricing and a wide range of investment options. They offer retirement investment solutions with cost-effectiveness in mind.
Total Addressable Market (TAM)
The total addressable market for retirement savings is multi-trillion USD globally. Schwab Strategic Trust is positioned to capture a portion of this TAM through its diversified CIT offerings and established presence in the retirement plan market. Hard to calculate as data is internal and not public.
Upturn SWOT Analysis
Strengths
- Strong brand reputation (Charles Schwab)
- Wide range of investment options
- Competitive pricing
- Established distribution network
Weaknesses
- Limited brand recognition compared to larger fund families
- Reliance on Charles Schwab's distribution network
- Lack of publicly available performance data compared to ETFs/Mutual Funds
Opportunities
- Growing retirement savings market
- Increasing demand for target date funds
- Expansion into new retirement plan segments
- Partnerships with retirement plan providers
Threats
- Intense competition from established fund families
- Regulatory changes in the retirement plan industry
- Economic downturn impacting retirement savings
- Shift towards lower-cost investment options
Competitors and Market Share
Key Competitors
- Vanguard (No Public Symbol)
- Fidelity (No Public Symbol)
- TROW
Competitive Landscape
Schwab Strategic Trust competes effectively by leveraging Charles Schwab's brand, distribution network, and cost-competitive pricing. However, Vanguard and Fidelity have greater brand recognition and a larger established base.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to the overall growth of Charles Schwab's asset management business and the increasing adoption of CITs in retirement plans. Specific growth figures for the trust are proprietary.
Future Projections: Future growth is projected to be driven by increasing retirement savings and demand for cost-effective investment solutions. Projections are not publicly available.
Recent Initiatives: Recent initiatives likely include enhancements to fund offerings, improved technology platforms for retirement plan participants, and expanded distribution partnerships.
Summary
Schwab Strategic Trust is a key component of Charles Schwab's retirement investment offerings, leveraging its brand and distribution network. Its growth is closely tied to the overall retirement savings market. The trust faces competition from larger, well-established fund families but benefits from cost-competitive pricing and a diverse range of investment options. Continued success hinges on innovation in fund offerings and expansion of its distribution partnerships.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Charles Schwab's website
- SEC filings
- Industry reports on retirement savings and investment management
- Company press releases
- Third-party financial data providers (e.g., Morningstar)
Disclaimers:
This analysis is based on publicly available information and general market knowledge. Market share data and growth projections are estimates and may vary. This is not financial advice, and investors should conduct their own due diligence before making 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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