Schwab International Small-Cap Equity ETF (SCHC) offers broad ex-US small-cap exposure, low 0.06% fees, and strong diversification across 2,182 holdings. SCHC has outperformed large/mid-cap international benchmarks since inception but lags factor-driven peers like AVDV and ISCF in recent and risk-adjusted returns. The fund provides a 3.28% yield and 149% dividend growth since 2015, appealing to income-seeking investors despite an irregular distribution history.
With the Schwab International Small-Cap Equity ETF, investors need not fear international small caps. They can embrace this potent asset class.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 38 | $1,055 | $1,836.92 | $781.92 | 74.12% |
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 12 | $546.14 | $580.08 | $33.94 | 6.21% |
Curtis Ellergodt Rothschild Investment LLC | 31 | $1,082 | $1,553.1 | $471.1 | 43.54% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 36,139 | $1.74M | $1.83M | $92,501.52 | 5.32% |
| BS Barrett Schultz Ashton Thomas Securities LLC | 114,520 | $5.1M | $5.54M | $435,263.7 | 8.53% |
| ARCA Exchange | US Country |
The company operates an investment fund focused on small capitalization companies located in developed countries outside of the United States. It is designed to provide investors with exposure to international markets, particularly targeting smaller companies that may offer significant growth potential. The fund commits to investing a minimum of 90% of its net assets directly into stocks or through depositary receipts, such as American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs), and European Depositary Receipts (EDRs), representing securities of the companies within its index. This strategy aims to replicate the performance of the fund's underlying index while providing diversification across different sectors and geographies outside the U.S. market.
The fund specializes in investing in small capitalization companies located in developed countries outside the United States. By focusing on small caps, the fund aims to tap into the potential for high growth that these companies may offer, allowing investors to diversify their portfolios beyond large-cap stocks and the U.S. market.
A significant portion of the fund's investments is made through depositary receipts, including American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs), and European Depositary Receipts (EDRs). These instruments allow the fund to hold shares in foreign companies, simplifying the process of investing in international markets while providing a mechanism to gain exposure to non-U.S. equities.