Schwab U.S Small- Cap ETFSCHA
SCHA
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
839% more call options, than puts
Call options by funds: $2.76M | Put options by funds: $294K
52% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 58
17% more repeat investments, than reductions
Existing positions increased: 431 | Existing positions reduced: 367
2% more funds holding in top 10
Funds holding in top 10: 56 [Q2] → 57 (+1) [Q3]
1% more funds holding
Funds holding: 1,034 [Q2] → 1,049 (+15) [Q3]
24.83% less ownership
Funds ownership: 62.42% [Q2] → 37.59% (-24.83%) [Q3]
37% less capital invested
Capital invested by funds: $10.2B [Q2] → $6.46B (-$3.75B) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for SCHA.
Financial journalist opinion
Positive
Seeking Alpha
2 weeks ago
SCHA: Not My Definition Of A Smallcap Fund
Schwab U.S. Small-Cap ETF includes many mid-cap stocks, making it less suitable for those seeking true small-cap exposure. The fund's average market cap is $5.19 billion, significantly higher than the commonly accepted small-cap range of $250 million to $2 billion. Nearly 40% of SCHA's holdings overlap with the Dow Jones U.S. Mid-Cap Index, skewing the fund toward mid-cap stocks.
Negative
Zacks Investment Research
2 weeks ago
How to Play the January Effect With Small-Cap ETFs
Wall Street was off to a volatile start in 2025, following a steep sell-off in the final weeks of 2024. Notably, the small-cap Russell 2000 Index fell 8.4% in December, marking its worst month since September 2022.
Neutral
Zacks Investment Research
1 month ago
Should Schwab U.S. Small-Cap ETF (SCHA) Be on Your Investing Radar?
Launched on 11/03/2009, the Schwab U.S. Small-Cap ETF (SCHA) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Blend segment of the US equity market.
Positive
Zacks Investment Research
2 months ago
Small-Cap ETFs Set to Explode Under Trump Presidency
Here, we highlight the reasons that are likely to drive the outperformance.
Positive
24/7 Wall Street
2 months ago
Schwab US Mid-Cap Growth ETF (SCHA) Is a Buy Right Now
The Schwab U.S. Mid-Cap Growth ETF (SCHA) is designed to track the performance of the Dow Jones U.S.
Negative
Seeking Alpha
3 months ago
SCHA: A Small-Cap Bias Is Much Needed
SCHA has a low expense ratio and turnover, making it a cost-effective small-cap exposure option. Despite underperforming mid-cap and large-cap segments in the past, its valuation and diversification level make it a good defensive choice amid current market conditions. By combining small-cap and value or going the REIT route, investors can create even better defensive portfolios.
Neutral
Zacks Investment Research
3 months ago
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.
Neutral
Business Wire
3 months ago
Schwab Asset Management Announces ETF Share Splits
WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Asset Management®, the asset management arm of The Charles Schwab Corporation, today announced forward share splits on 20 Schwab ETFs. Forward ETF share splits increase the number of shares outstanding and decrease the Net Asset Value (NAV) per share. The share splits will not change the total value of a shareholder's investment. The ETF share splits will apply to shareholders of record as of the close of US markets on October 9, 2024, payable after the.
Positive
Morningstar
4 months ago
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.
Neutral
Zacks Investment Research
5 months ago
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.
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