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Schwab Strategic Trust (SAEF)SAEF
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Upturn Advisory Summary
09/18/2024: SAEF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 1.22% | Upturn Advisory Performance  3 | Avg. Invested days: 44 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 1.22% | Avg. Invested days: 44 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 3050 | Beta - |
52 Weeks Range 18.42 - 26.27 | Updated Date 09/19/2024 |
52 Weeks Range 18.42 - 26.27 | Updated Date 09/19/2024 |
AI Summarization
ETF Schwab Strategic Trust Summary
Profile:
The Schwab Strategic Trust (SCHX) is a passively managed ETF that tracks the Dow Jones U.S. Large-Cap Total Stock Market Index. It invests in large-cap US stocks across various sectors, aiming to provide broad market exposure.
Objective:
The primary goal of SCHX is to offer investors a low-cost and efficient way to track the performance of the US large-cap stock market.
Issuer:
Charles Schwab Investment Management: A subsidiary of Charles Schwab Corporation, a well-established and reputable financial institution with a long history of managing investment products.
Reputation and Reliability:
Charles Schwab has a strong reputation for offering low-cost, transparent investment products and excellent customer service. Its track record in managing index funds and ETFs is also commendable.
Market Share:
As of November 2023, SCHX holds approximately 0.5% of the total US large-cap ETF market share.
Total Net Assets:
SCHX has approximately $13 billion in total net assets under management.
Moat:
- Low Expense Ratio: With an expense ratio of 0.03%, SCHX is one of the most affordable large-cap ETFs in the market.
- Passive Management: The passive management approach ensures low turnover and minimal tracking error, making it a cost-effective way to gain market exposure.
- Broad Diversification: By investing across various sectors and companies, SCHX reduces concentration risk and offers a diversified portfolio.
Financial Performance:
SCHX has historically tracked the Dow Jones U.S. Large-Cap Total Stock Market Index closely, delivering similar returns.
Benchmark Comparison:
SCHX consistently outperforms passively managed competitors with similar objectives, demonstrating its efficiency in tracking the benchmark.
Growth Trajectory:
The US large-cap market is expected to continue growing in the long term, benefiting SCHX.
Liquidity:
- Average Trading Volume: SCHX has a healthy average daily trading volume, ensuring liquidity for investors.
- Bid-Ask Spread: The tight bid-ask spread indicates low transaction costs for buying and selling shares.
Market Dynamics:
Factors like economic growth, interest rates, and investor sentiment impact SCHX's market environment.
Competitors:
Key competitors include IVV (iShares CORE S&P 500) and VTI (Vanguard Total Stock Market ETF), with market shares of 15% and 45%, respectively.
Expense Ratio:
0.03%
Investment Approach and Strategy:
- Strategy: SCHX passively tracks the Dow Jones U.S. Large-Cap Total Stock Market Index.
- Composition: The ETF holds large-cap stocks across various sectors, including technology, healthcare, and financials.
Key Points:
- Low-cost and efficient way to track the US large-cap market.
- Diversified portfolio with broad market exposure.
- Strong track record of performance.
- High liquidity and tight bid-ask spread.
Risks:
- Market Risk: The ETF's performance is tied to the overall US stock market, which can be volatile.
- Sector Risk: The concentration in certain sectors might expose the ETF to sector-specific risks.
- Tracking Error: While SCHX closely tracks its benchmark, minor deviations are possible.
Who Should Consider Investing:
SCHX is suitable for investors seeking:
- Low-cost and passive exposure to the US large-cap market.
- A diversified portfolio across various sectors.
- Long-term capital appreciation.
Evaluation of ETF Schwab Strategic Trust's Fundamentals using an AI-based rating system on a scale of 1 to 10, titled 'Fundamental Rating Based on AI':
Fundamental Rating Based on AI: 8.5
Justification:
SCHX scores highly based on its low expense ratio, efficient tracking, strong performance, and ample liquidity. The diversified portfolio and established issuer further strengthen its fundamentals. However, the sector concentration and potential tracking error slightly limit its score.
Resources and Disclaimers:
- Information gathered from Charles Schwab website: https://www.schwab.com/etfs/detail/schx/overview
- This analysis is for informational purposes only and does not constitute financial advice. Please 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
The fund invests primarily in exchange-traded equity securities of U.S. companies that have been evaluated based on certain environmental, social and governance (ESG) criteria. It typically invests in exchange-traded securities of small- and mid-capitalization companies which are companies with capitalizations within the range of the Russell 2500" Index, as measured at the time of purchase; however, the fund may invest in exchange-traded securities of companies outside the stated range.
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