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.
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.
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.
The Schwab US Small-Cap ETF has delivered a strong start to 2026, benefiting from cheap valuations and larger exposure to the energy-exporting U.S. economy. While SCHA holdings are not as cheap relative to large caps as they were at the start of the year, I believe the trend of SCHA outperformance is likely to continue. This will principally result from earnings growth increasingly being driven by GDP growth dynamics, with the one-off boost to S&P 500 earnings from AI exposure fading after 2026.
Betterment LLC reduced its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 1.2% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,533,125 shares of the company's stock after selling 17,989 shares during the quarter. Betterment LLC owned
Schwab U.S. Small-Cap ETF charges a lower expense ratio, but iShares Core S&P Small-Cap ETF pays a slightly higher dividend yield. IJR holds fewer stocks and tilts a bit more toward financial services, while SCHA leans on technology.
In the world of exchange traded fund (ETF) providers, Schwab remains one of the top companies I continue to use within my own retirement planning.
Launched on November 3, 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.
The Schwab U.S. Small-Cap ETF ( NYSEARCA:SCHA ) has delivered a 5.5% return YTD, tracking the broader small-cap market's trajectory.
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.
The Schwab U.S. Small-Cap ETF (SCHA) was launched on November 3, 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.
SCHA offers low costs and broad diversification, but nearly half its top holdings are unprofitable, and the rest trade at high valuations. Current small-cap valuations are historically high, with SCHA's profitable holdings averaging a P/E ratio above 35x and limited earnings growth. Despite underperformance versus the S&P 500 and peers, SCHA does not present an attractive margin of safety for value-focused investors like me.