Schwab Small Cap Etf Profile

SCHA Etf  USD 24.18  0.34  1.43%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Schwab Small is trading at 24.18 as of the 20th of March 2025, a 1.43 percent increase since the beginning of the trading day. The etf's open price was 23.84. Schwab Small has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
To pursue its goal, the fund generally invests in stocks that are included in the index. Schwab US is traded on NYSEARCA Exchange in the United States. More on Schwab Small Cap ETF

Moving together with Schwab Etf

  1.0VB Vanguard Small CapPairCorr
  0.65IJR iShares Core SPPairCorr
  1.0IWM iShares Russell 2000 Aggressive PushPairCorr
  0.93VRTIX Vanguard Russell 2000PairCorr
  1.0VTWO Vanguard Russell 2000PairCorr
  1.0FNDA Schwab Fundamental SmallPairCorr

Moving against Schwab Etf

  0.78FNGD MicroSectors FANG Index Downward RallyPairCorr
  0.57IGLD FT Cboe Vest Low VolatilityPairCorr

Schwab Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationOslo Exchange Mutual, Size And Style ETFs, Small Cap ETFs, Small Blend, Schwab ETFs (View all Sectors)
IssuerCharles Schwab
Inception Date2009-10-30
BenchmarkDow Jones U.S. Small-Cap Total Stock Market Index
Entity TypeRegulated Investment Company
Asset Under Management16.36 Billion
Average Trading Valume4.03 Million
Asset TypeEquity
CategorySize and Style
FocusSmall Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorCharles Schwab Investment Management, Inc.
AdvisorCharles Schwab Investment Management, Inc.
CustodianState Street Bank and Trust Company
DistributorSEI Investments Distribution Co.
Portfolio ManagerChristopher Bliss, Ferian Juwono, Sabya Sinha
Transfer AgentState Street Bank and Trust Company
Fiscal Year End30-Jun
ExchangeNYSE Arca, Inc.
Number of Constituents1,733
Market MakerJane Street
Total Expense0.04
Management Fee0.04
Country NameUSA
Returns Y T D(7.81)
NameSchwab U.S. Small-Cap ETF
Currency CodeUSD
Open FigiBBG000PS0FX0
In Threey Volatility22.73
1y Volatility19.72
200 Day M A25.6457
50 Day M A25.7478
CodeSCHA
Updated At19th of March 2025
Currency NameUS Dollar
Schwab Small Cap ETF [SCHA] is traded in USA and was established 2009-11-03. The fund is listed under Small Blend category and is part of Schwab ETFs family. The entity is thematically classified as Size And Style ETFs. Schwab Small Cap at this time have 12.63 B in assets. , while the total return for the last 3 years was 1.3%.
Check Schwab Small Probability Of Bankruptcy

Geographic Allocation (%)

Schwab Small Cap Currency Exposure

Schwab Small Cap ETF holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Schwab Small will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Schwab Small Cap ETF.

Top Schwab Small Cap ETF Etf Constituents

TTWOTake Two Interactive SoftwareStockCommunication Services
FICOFair IsaacStockInformation Technology
COHRCoherentStockInformation Technology
SRPTSarepta TherapeuticsStockHealth Care
TTDTrade DeskStockInformation Technology
FNDFloor Decor HoldingsStockConsumer Discretionary
THOThor IndustriesStockConsumer Discretionary
OLEDUniversal DisplayStockInformation Technology
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Schwab Small Top Holders

ATCIXAtac Inflation RotationMutual FundTactical Allocation
MDARXMainstay Moderate EtfMutual FundAllocation--50% to 70% Equity
MOECXMainstay Growth EtfMutual FundAllocation--70% to 85% Equity
FISZXFidelity Sai InternationalMutual FundForeign Large Growth
MNEAXMainstay Conservative EtfMutual FundAllocation--30% to 50% Equity
LOWIXLadenburg Growth IncomeMutual FundAllocation--50% to 70% Equity
LAWCXLadenburg Aggressive GrowthMutual FundAllocation--85%+ Equity
MWFCXMainstay Equity EtfMutual FundAllocation--85%+ Equity
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Schwab Small Cap Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Schwab Small. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Schwab Small Against Markets

When determining whether Schwab Small Cap offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Schwab Small's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Schwab Small Cap Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Schwab Small Cap Etf:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab Small Cap ETF. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in rate.
You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
The market value of Schwab Small Cap is measured differently than its book value, which is the value of Schwab that is recorded on the company's balance sheet. Investors also form their own opinion of Schwab Small's value that differs from its market value or its book value, called intrinsic value, which is Schwab Small's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Schwab Small's market value can be influenced by many factors that don't directly affect Schwab Small's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Schwab Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Small's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.