Schwab U.S Small- Cap ETF
SCHA

$51.58

0.73%

Market Cap: $18B

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

41% more call options, than puts

Call options by funds: $2.03M | Put options by funds: $1.44M

0.85% more ownership

Funds ownership: 60.78% [Q1] → 61.63% (+0.85%) [Q2]

0% less funds holding

Funds holding: 1,025 [Q1] → 1,021 (-4) [Q2]

3% less capital invested

Capital invested by funds: $10.4B [Q1] → $10.1B (-$284M) [Q2]

5% less repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 400

5% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 74

15% less funds holding in top 10

Funds holding in top 10: 61 [Q1] → 52 (-9) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for SCHA.

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Financial journalist opinion

3 Good ETFs When Interest Rates Fall

#Morningstar  #InterestRates #ETFInvesting Interest-rate cuts could flip the script for these funds. 00:00 Introduction 00:29 Hartford Total Return Bond ETF HTRB 01:43 Vanguard Long-Term Bond ETF BLV 02:48 Schwab U.S. Small-Cap ETF SCHA Ryan Jackson: Warren Buffett compares interest rates to gravity when it comes to pricing investments.

3 Good ETFs When Interest Rates Fall

Zacks Investment Research

Should Schwab U.S. Small-Cap ETF (SCHA) Be on Your Investing Radar?

The Schwab U.S. Small-Cap ETF (SCHA) was launched on 11/03/2009, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Blend segment of the US equity market.

Should Schwab U.S. Small-Cap ETF (SCHA) Be on Your Investing Radar?

SCHA: Growth Outlook Looking Very Good Through 2026

SCHA has a low expense ratio of 0.04% and expected to benefit from the upcoming rate cut cycle. Earnings growth outlook for SCHA appears to be very bright through 2026. SCHA currently trades at an attractive valuation relative to its historical average.

SCHA: Growth Outlook Looking Very Good Through 2026

Zacks Investment Research

Should Schwab U.S. Small-Cap ETF (SCHA) Be on Your Investing Radar?

The Schwab U.S. Small-Cap ETF (SCHA) was launched on 11/03/2009, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Blend segment of the US equity market.

Should Schwab U.S. Small-Cap ETF (SCHA) Be on Your Investing Radar?

SCHA: Factor Analysis Of Schwab's Popular Low-Cost Small-Cap ETF (Rating Upgrade)

SCHA is Schwab's well-diversified small-cap blend ETF, offering investors exposure to 1,750 companies for just 0.04% in annual fees. This expense ratio is second-lowest in the category. While limiting fees is important, the approach has not worked well recently for the small-cap ETF segment. One explanation is that the lowest-fee products own too many non-profitable stocks. SCHA's profit score ranks a disappointing #31/49. Passive alternatives like VB rank better, as does XSMO, the top-performing momentum-based fund in the category over the last three years.

SCHA: Factor Analysis Of Schwab's Popular Low-Cost Small-Cap ETF (Rating Upgrade)

Zacks Investment Research

Should Schwab U.S. Small-Cap ETF (SCHA) Be on Your Investing Radar?

Designed to provide broad exposure to the Small Cap Blend segment of the US equity market, the Schwab U.S. Small-Cap ETF (SCHA) is a passively managed exchange traded fund launched on 11/03/2009.

Should Schwab U.S. Small-Cap ETF (SCHA) Be on Your Investing Radar?

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SCHA: A Good Option To Play The Potential Small-Cap Breakout

The Schwab U.S. Small-Cap ETF has underperformed the S&P500, but a breakout from a long consolidation phase could signal a catch-up. The Schwab U.S. Small-Cap ETF is a better performing fund than the Russell 2000 ETF. SCHA is a good option to play this breakout. However, it may be best to wait for the monthly close to confirm strength.

SCHA: A Good Option To Play The Potential Small-Cap Breakout

Zacks Investment Research

Should Schwab U.S. Small-Cap ETF (SCHA) Be on Your Investing Radar?

Looking for broad exposure to the Small Cap Blend segment of the US equity market? You should consider the Schwab U.S. Small-Cap ETF (SCHA), a passively managed exchange traded fund launched on 11/03/2009.

Should Schwab U.S. Small-Cap ETF (SCHA) Be on Your Investing Radar?

Zacks Investment Research

5 Small-Cap ETFs to Play the January Effect

January Effect is a seasonal increase in stock prices due largely to year-end tax considerations. For investors seeking to capitalize on this opportunity, small-cap ETFs could be solid pure plays.

5 Small-Cap ETFs to Play the January Effect

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