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Upturn AI SWOT - About
Schwab International Equity ETF (SCHF)
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Upturn Advisory Summary
04/01/2025: SCHF (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.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 4.97% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 10159230 | Beta 1.03 | 52 Weeks Range 17.73 - 20.60 | Updated Date 04/2/2025 |
52 Weeks Range 17.73 - 20.60 | Updated Date 04/2/2025 |
Upturn AI SWOT
Schwab International Equity ETF
ETF Overview
Overview
The Schwab International Equity ETF (SCHF) seeks to track the total return of the FTSE Developed ex U.S. Index, reflecting the performance of large- and mid-cap stocks in developed countries outside the United States. The fund offers exposure to a diversified portfolio of international equities, primarily targeting developed markets.
Reputation and Reliability
Schwab is a well-established and reputable financial services firm known for its low-cost investment products.
Management Expertise
Schwab has extensive experience in managing index-tracking ETFs, offering investors reliable and efficient investment vehicles.
Investment Objective
Goal
To track the total return of the FTSE Developed ex U.S. Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the FTSE Developed ex U.S. Index by investing in a representative sample of its constituent securities.
Composition Primarily composed of stocks from developed countries, excluding the United States. The ETF holds a broad range of equities from various sectors and countries within the index.
Market Position
Market Share: Relatively high market share within international equity ETFs due to Schwab's brand recognition and low expense ratio.
Total Net Assets (AUM): 37870000000
Competitors
Key Competitors
- VXUS
- IEFA
- ACWX
Competitive Landscape
The international equity ETF market is highly competitive with numerous low-cost options available. SCHF benefits from Schwab's brand recognition and low expense ratio, giving it a competitive advantage. Competitors offer similar exposures, so performance and cost are key differentiators.
Financial Performance
Historical Performance: Historical performance mirrors the FTSE Developed ex U.S. Index, with returns influenced by global market conditions and currency fluctuations.
Benchmark Comparison: The ETF closely tracks the FTSE Developed ex U.S. Index, indicating the effectiveness of its passive management strategy.
Expense Ratio: 0.06
Liquidity
Average Trading Volume
SCHF exhibits high liquidity, as evidenced by its robust average trading volume, ensuring ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread for SCHF is generally tight, reflecting the ETF's high liquidity and minimizing transaction costs for investors.
Market Dynamics
Market Environment Factors
Global economic growth, interest rate policies, currency exchange rates, and geopolitical events in developed countries significantly impact SCHF's performance.
Growth Trajectory
The growth of SCHF is tied to the overall performance of international developed markets, with adjustments to holdings reflecting index changes and market capitalization shifts.
Moat and Competitive Advantages
Competitive Edge
SCHF's competitive edge lies in its low expense ratio, backed by Schwab's brand reputation. The fund offers broad exposure to international developed markets, minimizing single-country risk. Its passive management strategy ensures close tracking of the benchmark index. The scale and efficiency of Schwab allow for low-cost operation, attracting cost-conscious investors seeking diversified international exposure.
Risk Analysis
Volatility
SCHF's volatility is comparable to other international equity ETFs, reflecting the inherent risks associated with international stock markets, including currency fluctuations and political instability.
Market Risk
SCHF is subject to market risk associated with fluctuations in the global equity markets, as well as currency risk and political risk in the countries represented in the index.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking diversified exposure to international developed markets, excluding the United States, at a low cost. This ETF is well-suited for those looking to complement their US-centric portfolios with international equity exposure.
Market Risk
SCHF is best for long-term investors seeking passive index-tracking exposure to international developed markets as part of a diversified investment strategy.
Summary
SCHF provides a cost-effective and diversified way to access international developed markets. Its passive management style closely tracks the FTSE Developed ex U.S. Index, making it a reliable choice for investors seeking broad international equity exposure. With a low expense ratio and strong backing from Schwab, SCHF represents a compelling option for long-term investors. However, it's important to consider the risks associated with international investing, including currency fluctuations and political instability. Overall, SCHF is a solid choice for building a well-rounded global portfolio.
Similar Companies
ACWX
iShares MSCI ACWI ex U.S. ETF
ACWX
iShares MSCI ACWI ex U.S. ETF
VEA
Vanguard FTSE Developed Markets Index Fund ETF Shares
VEA
Vanguard FTSE Developed Markets Index Fund ETF Shares
VXUS
Vanguard Total International Stock Index Fund ETF Shares
VXUS
Vanguard Total International Stock Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- FactSet
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Past performance is not indicative of future results. Market share data is approximate and may vary.
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 International Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is comprised of large and mid capitalization companies in developed countries outside the United States, as defined by the index provider. The index defines the large and mid capitalization universe as approximately the top 90% of the eligible universe. The fund will invest at least 90% of its net assets in stocks, including depositary receipts representing securities of the index; such depositary receipts may be in the form of American Depositary Receipts, Global Depositary Receipts and European Depositary Receipts.
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