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Upturn AI SWOT - About
Schwab U.S. Small-Cap ETF (SCHA)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
04/01/2025: SCHA (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 0.72% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 3682693 | Beta 1.17 | 52 Weeks Range 22.11 - 28.33 | Updated Date 04/2/2025 |
52 Weeks Range 22.11 - 28.33 | Updated Date 04/2/2025 |
Upturn AI SWOT
Schwab U.S. Small-Cap ETF
ETF Overview
Overview
The Schwab U.S. Small-Cap ETF (SCHA) seeks to track the total return of the Dow Jones U.S. Small-Cap Total Stock Market Index, reflecting the performance of small-sized companies in the U.S. equity market. It provides broad exposure to the small-cap segment, offering diversification and potential growth opportunities.
Reputation and Reliability
Schwab is a well-established and reputable financial services company with a long history of providing investment products and services.
Management Expertise
Schwab Asset Management has extensive experience in managing a variety of ETFs and mutual funds, backed by a team of seasoned investment professionals.
Investment Objective
Goal
The fund seeks to track the investment results of an index composed of small-capitalization U.S. equities.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the performance of the Dow Jones U.S. Small-Cap Total Stock Market Index.
Composition The ETF primarily holds stocks of small-cap companies across various sectors within the U.S. market.
Market Position
Market Share: SCHA has a significant presence in the small-cap ETF market, competing with other well-known funds.
Total Net Assets (AUM): 16010000000
Competitors
Key Competitors
- IWM
- VIOO
- SLY
Competitive Landscape
The small-cap ETF market is highly competitive. SCHA benefits from Schwab's low-cost structure, but faces stiff competition from larger, more established funds like IWM. SCHAu2019s advantage lies in its low expense ratio, while its disadvantages may include lower trading volume compared to IWM.
Financial Performance
Historical Performance: Historical performance data is available on the Schwab website. Data for 1, 3, 5, and 10 year periods should be consulted to assess performance.
Benchmark Comparison: The ETF's performance closely tracks the Dow Jones U.S. Small-Cap Total Stock Market Index.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
SCHA generally exhibits good liquidity, with sufficient trading volume to accommodate most investors.
Bid-Ask Spread
The bid-ask spread for SCHA is typically tight, reflecting its liquidity and efficient trading.
Market Dynamics
Market Environment Factors
SCHA's performance is influenced by factors such as economic growth, interest rates, and investor sentiment towards small-cap stocks.
Growth Trajectory
SCHA's growth trajectory is tied to the overall performance of the U.S. small-cap market and Schwab's ability to attract and retain assets.
Moat and Competitive Advantages
Competitive Edge
SCHAu2019s competitive edge lies in its extremely low expense ratio, making it an attractive option for cost-conscious investors. The ETF also benefits from Schwab's established brand and distribution network. This, coupled with its broad diversification across the U.S. small-cap market, contributes to its appeal. However, performance is closely tied to its index, limiting opportunities for active outperformance. This makes it a simple and efficient vehicle for accessing the small cap market.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, so SCHA will exhibit higher volatility than large-cap ETFs.
Market Risk
SCHA is subject to market risk, meaning the value of the ETF can fluctuate based on overall market conditions and the performance of its underlying holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking broad exposure to the U.S. small-cap market and is comfortable with higher volatility in exchange for potential growth.
Market Risk
SCHA is suitable for long-term investors seeking to diversify their portfolios with small-cap stocks and passive index followers.
Summary
The Schwab U.S. Small-Cap ETF (SCHA) offers a low-cost and diversified way to invest in the U.S. small-cap market. It tracks the Dow Jones U.S. Small-Cap Total Stock Market Index, making it suitable for passive investors. While small-cap stocks are inherently more volatile, SCHA's low expense ratio provides a competitive advantage. Investors should be aware of market risks and understand the potential for fluctuations. SCHA is best suited for long-term investors seeking exposure to the growth potential of small-cap companies within a broader investment portfolio.
Similar Companies
- IWM
- VIOO
- SLY
- XSMO
- IWN
Sources and Disclaimers
Data Sources:
- Schwab Asset Management Website
- Dow Jones Indexes
- Various Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Market data is subject to change.
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 U.S. Small-Cap ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
To pursue its goal, the fund generally invests in stocks that are included in the index. The index includes the small-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Small-Cap Total Stock Market Index includes the components ranked 751-2500 by full market capitalization. The index is a float-adjusted market capitalization weighted index. The fund will invest at least 90% of its net assets in these stocks.
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