Schwab Small Cap Etf Buy Hold or Sell Recommendation
| SCHA Etf | USD 23.74 0.58 2.50% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Schwab Small Cap ETF is 'Sell'. Macroaxis provides Schwab Small buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SCHA positions.
Check out Schwab Small Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual funds such as Schwab and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards 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.
Schwab |
Execute Schwab Small Buy or Sell Advice
The Schwab recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Schwab Small Cap ETF. Macroaxis does not own or have any residual interests in Schwab Small Cap ETF or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Schwab Small's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Sell
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Not Available | Details | |
Financial Leverage | Not Rated | Details |
Schwab Small Trading Alerts and Improvement Suggestions
| Schwab Small Cap generated a negative expected return over the last 90 days | |
| The fund maintains 99.88% of its assets in stocks |
Schwab Small Returns Distribution Density
The distribution of Schwab Small's historical returns is an attempt to chart the uncertainty of Schwab Small's future price movements. The chart of the probability distribution of Schwab Small daily returns describes the distribution of returns around its average expected value. We use Schwab Small Cap ETF price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Schwab Small returns is essential to provide solid investment advice for Schwab Small.
| Mean Return | -0.22 | Value At Risk | -2.73 | Potential Upside | 1.59 | Standard Deviation | 1.24 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Schwab Small historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Schwab Small Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Schwab Small or Schwab ETFs sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Schwab Small's price will be affected by overall etf market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Schwab etf's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.22 | |
β | Beta against Dow Jones | 0.11 | |
σ | Overall volatility | 1.24 | |
Ir | Information ratio | -0.1 |
Schwab Small Volatility Alert
Schwab Small Cap ETF exhibits very low volatility with skewness of -0.61 and kurtosis of 1.08. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Schwab Small's etf risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Schwab Small's etf price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Schwab Small Fundamentals Vs Peers
Comparing Schwab Small's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Schwab Small's direct or indirect competition across all of the common fundamentals between Schwab Small and the related equities. This way, we can detect undervalued stocks with similar characteristics as Schwab Small or determine the etfs which would be an excellent addition to an existing portfolio. Peer analysis of Schwab Small's fundamental indicators could also be used in its relative valuation, which is a method of valuing Schwab Small by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Schwab Small to competition |
| Fundamentals | Schwab Small | Peer Average |
| Price To Earning | 21.10 X | 3.15 X |
| Price To Book | 1.94 X | 0.39 X |
| Price To Sales | 1.15 X | 0.33 X |
| Beta | 1.17 | |
| Three Year Return | 2.80 % | 3.23 % |
| Five Year Return | 14.80 % | 1.12 % |
| Ten Year Return | 6.60 % | 1.20 % |
| Net Asset | 12.63 B | 2.29 B |
| Last Dividend Paid | 0.12 | 0.14 |
| Equity Positions Weight | 99.88 % | 52.82 % |
Schwab Small Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Schwab . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Schwab Small Buy or Sell Advice
When is the right time to buy or sell Schwab Small Cap ETF? Buying financial instruments such as Schwab Etf isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Schwab Small in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Currency Funds Thematic Idea Now
Currency Funds
Funds or Etfs investing in a single currency or combination of currencies from different countries in order to replicate respective foreign exchange markets. The Currency Funds theme has 42 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Currency Funds Theme or any other thematic opportunities.
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Check out Schwab Small Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
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.