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.
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.
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.
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.
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.
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.
The Schwab U.S. Mid-Cap Growth ETF (SCHA) is designed to track the performance of the Dow Jones U.S.
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.
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.
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.
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.
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.