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Upturn AI SWOT - About
Schwab Strategic Trust (SCUS)
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Upturn Advisory Summary
04/01/2025: SCUS (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
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 0.56% | Avg. Invested days 50 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 90939 | Beta - | 52 Weeks Range 24.43 - 25.24 | Updated Date 04/1/2025 |
52 Weeks Range 24.43 - 25.24 | Updated Date 04/1/2025 |
Upturn AI SWOT
Schwab Strategic Trust
ETF Overview
Overview
Schwab Strategic Trust offers a range of ETFs focusing on various investment strategies, including total market indexes, dividend equity, and fundamental indexing. The trust aims to provide diversified exposure with low costs.
Reputation and Reliability
Schwab is a well-established and reputable financial services firm with a long track record of providing investment products.
Management Expertise
Schwab Asset Management has experienced professionals managing their ETFs, leveraging the company's research and investment capabilities.
Investment Objective
Goal
To provide investors with diversified exposure to specific market segments or investment strategies at a low cost.
Investment Approach and Strategy
Strategy: The ETFs track various indexes or utilize fundamental indexing methodologies to achieve their investment objectives.
Composition Holdings include stocks, bonds, and other assets depending on the specific ETF within the Schwab Strategic Trust.
Market Position
Market Share: Schwab Strategic Trust ETFs hold a significant market share within the ETF industry, particularly in the low-cost, passively managed segment.
Total Net Assets (AUM): Varies significantly by individual ETF within the trust. The sum of the ETFs within the trust would need to be calculated.
Competitors
Key Competitors
- IVV
- VTI
- SPY
- VOO
- QQQ
Competitive Landscape
The ETF market is highly competitive, with numerous providers offering similar products. Schwab's advantage lies in its low-cost structure and strong brand recognition. Disadvantages may include less specialized offerings compared to niche ETF providers.
Financial Performance
Historical Performance: Historical performance varies depending on the specific ETF. Performance data can be obtained from fund fact sheets.
Benchmark Comparison: The ETFs generally aim to track their respective benchmarks closely, with minimal tracking error.
Expense Ratio: Expense ratios vary by ETF, but are generally very low.
Liquidity
Average Trading Volume
Average trading volume varies greatly between the different ETFs within Schwab Strategic Trust.
Bid-Ask Spread
Bid-ask spreads tend to be tight for the more popular Schwab ETFs, reflecting ample liquidity.
Market Dynamics
Market Environment Factors
Economic conditions, interest rates, and market sentiment can all impact the performance of Schwab Strategic Trust ETFs.
Growth Trajectory
Schwab Strategic Trust has experienced growth due to the increasing popularity of low-cost, passively managed investment options.
Moat and Competitive Advantages
Competitive Edge
Schwab Strategic Trust's primary competitive advantage is its low-cost structure, which attracts cost-conscious investors. The strength of the Schwab brand also provides a significant advantage. The ETFs are designed to track broad market indexes efficiently. This combination of low costs, a strong brand, and efficient index tracking creates a compelling value proposition.
Risk Analysis
Volatility
Volatility varies depending on the underlying assets of the specific ETF.
Market Risk
The ETFs are subject to market risk, meaning their value can fluctuate based on broader market conditions.
Investor Profile
Ideal Investor Profile
The ETFs are suitable for investors seeking broad market exposure, low costs, and diversification. It's ideal for those who prefer a hands-off investment approach.
Market Risk
Schwab Strategic Trust is best for long-term investors and passive index followers who prioritize cost efficiency and diversification.
Summary
Schwab Strategic Trust offers a range of low-cost ETFs designed to provide diversified exposure to various market segments. Their strength lies in the combination of a reputable brand, low expense ratios, and efficient index tracking. These ETFs are suitable for long-term investors and passive index followers looking for cost-effective investment options. However, performance depends on the underlying index and market conditions, so investors should carefully review each ETF's fact sheet and prospectus before investing.
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Sources and Disclaimers
Data Sources:
- Schwab Asset Management Website
- ETF.com
- Morningstar
Disclaimers:
Investment involves risk, including the potential loss of principal. Past performance is not indicative of future results. Consult with a financial advisor 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 - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
To pursue its goal, the fund invests in investment grade, short-term, U.S. dollar denominated debt securities issued by U.S. and foreign issuers. Under normal circumstances, the fund will invest only 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., 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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