Summary
SCHA Chart
SCHA: The Advantage Of Not Guessing The Next Small-Cap Winner
Schwab U.S. Small-Cap ETF is rated BUY for broad, low-cost exposure to 1,731 small-cap U.S. companies, avoiding factor or sector bets. SCHA's 0.03% expense ratio and 11% turnover make it an efficient, long-term allocation for investors seeking to complement large-cap holdings. The recent 36.39% one-year return signals renewed interest in small caps, but SCHA's thesis centers on potential capital appreciation, not income.
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 November 3, 2009.
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 November 3, 2009.
Schwab U.S. Small-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 20,587 | $499,213.37 | $708,913.34 | $209,699.97 | 42.01% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 280 | $5,292 | $9,641.8 | $4,349.8 | 82.2% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 59 | $1,213.34 | $2,031.66 | $818.32 | 67.44% |
| CE Curtis Ellergodt Rothschild Investment LLC | 1,896 | $48,971.96 | $65,288.76 | $16,316.8 | 33.32% |
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 4,530 | $117,024.5 | $156,375.6 | $39,351.1 | 33.63% |
Schwab U.S. Small-Cap ETF (SCHA) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Schwab U.S. Small-Cap ETF ever had a stock split?
Schwab U.S. Small-Cap ETF Profile
| ARCA Exchange | US Country |
Overview
The company in focus is a financial entity that operates a fund aiming to match or track the performance of a specific stock market index. This index is designated to measure the performance of small-cap stocks within the United States. The goal of the fund is to provide investors with exposure to the small-cap segment of the U.S. equity market, which is represented by stocks ranked from 751 to 2500 based on full market capitalization. This market segment is a part of the broader Dow Jones U.S. Total Stock Market Index but focuses exclusively on those smaller companies accessible to investors. The approach of the company is to invest in shares that make up this small-cap index, ensuring that at least 90% of its net assets are allocated to these stocks. The index followed by the fund is characterized by its float-adjusted, market capitalization-weighted methodology, which aims to offer a balanced and comprehensive representation of the small-cap market within the United States.
Products and Services
Small-Cap Equity Fund - The primary product offered is a fund that invests predominantly in small-cap stocks as defined by the Dow Jones U.S. Small-Cap Total Stock Market Index, ranging from the 751st to the 2500th largest companies in the U.S. based on full market capitalization. This fund aims to replicate the performance of its benchmark index, providing investors with a diversified portfolio of small-cap stocks. The investment strategy focuses on including those stocks from the index available to the marketplace, thereby offering investors access to a segment of the market known for its potential growth and volatility. The fund's management commits to maintaining at least 90% of its net assets in the constituent stocks of the benchmark index, adhering to a float-adjusted, market capitalization-weighted investment approach.
