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SCHA - ETF AI Analysis
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Schwab U.S. Small-Cap ETF (SCHA)
Rating:65Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month, three months, and year to date, indicating positive recent momentum.
Broad Sector Diversification
Holdings are spread across many sectors such as technology, financials, industrials, and health care, which helps reduce the impact if any one industry struggles.
Very Low Expense Ratio
The fund charges a very low fee, so investors keep more of the returns generated by the underlying stocks.
Negative Factors
Heavy U.S. Concentration
Almost all of the ETF’s assets are invested in U.S. companies, offering very little geographic diversification outside the United States.
Exposure to Volatile Small-Cap Stocks
Because the fund focuses on small-cap companies, its share price can be more sensitive to market swings and economic downturns.
Mixed Performance Among Top Holdings
While several top positions have delivered strong gains, at least one notable holding has been weak this year, which can create uneven contributions to returns.
SCHA vs. SPDR S&P 500 ETF (SPY)
AUM20.43B
RegionNorth America
Expense Ratio0.04%
Beta1.04
IssuerSchwab
Inception DateNov 03, 2009
Dividend Yield1.17%
Asset ClassEquity
Index TrackedDow Jones US Total Stock Market Small-Cap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,408,260
30 Day Avg. Volume3,451,790
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
36.58Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1718
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SCHA Summary
The Schwab U.S. Small-Cap ETF (SCHA) tracks the Dow Jones U.S. Total Stock Market Small-Cap Index, focusing on smaller U.S. companies across many industries. It holds hundreds of stocks, including names like Rocket Companies and Hecla Mining, giving you broad exposure to potential future leaders rather than today’s giants. Investors might consider SCHA for growth potential and diversification, since small companies can grow faster than large ones and this fund spreads your money across many sectors. A key risk is that small-cap stocks can be more volatile, so the ETF’s price can swing up and down more than the overall market.
How much will it cost me?The Schwab U.S. Small-Cap ETF (SCHA) has an expense ratio of 0.04%, meaning you’ll pay $0.40 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks an index, which typically costs less to operate than actively managed funds.
What would affect this ETF?The Schwab U.S. Small-Cap ETF (SCHA) could benefit from economic growth and innovation in the U.S., particularly in sectors like technology and health care, which are key drivers of small-cap performance. However, small-cap stocks are often more sensitive to economic downturns, interest rate hikes, and regulatory changes, which could negatively impact the ETF's holdings. Additionally, sector-specific challenges, such as volatility in energy or materials, may also influence its future performance.
SCHA Top 10 Holdings
SCHA is a broad U.S. small-cap play, but its story right now is being written by a few standouts. Tech name SanDisk is one of the key engines, with rising momentum helping lift the fund, while aerospace-focused ATI and silver producer Hecla Mining are also pulling their weight with steady-to-strong gains. On the flip side, Lumentum and Pinnacle Financial are lagging a bit, acting more like brakes than boosters. With all holdings U.S.-based and spread across tech, industrials, financials, and materials, the ETF feels diversified rather than dominated by any single theme.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| SanDisk Corp | 2.07% | $422.16M | $92.46B | 1609.58% | 55 Neutral | |
| Lumentum Holdings | 0.98% | $199.01M | $40.18B | 624.43% | 61 Neutral | |
| ATI | 0.45% | $91.42M | $19.55B | 135.80% | 78 Outperform | |
| Revolution Medicines | 0.42% | $85.13M | $18.62B | 136.81% | 52 Neutral | |
| Rocket Companies | 0.40% | $82.60M | $52.60B | 8.71% | 54 Neutral | |
| Nextpower Inc | 0.40% | $81.59M | $17.29B | 146.17% | 78 Outperform | |
| MKS | 0.40% | $80.64M | $17.51B | 151.51% | 75 Outperform | |
| MACOM Technology Solutions Holdings | 0.36% | $73.69M | $18.31B | 98.31% | 64 Neutral | |
| Echostar | 0.35% | $71.61M | $32.57B | 286.70% | 57 Neutral | |
| Pinnacle Financial Partners | 0.34% | $68.51M | $14.53B | -20.05% | 73 Outperform |
SCHA Technical Analysis
Positive
―
Price Trends
29.74
Positive
28.76
Positive
27.11
Positive
Market Momentum
0.26
Positive
55.03
Neutral
54.92
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCHA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 30.53, equal to the 50-day MA of 29.74, and equal to the 200-day MA of 27.11, indicating a bullish trend. The MACD of 0.26 indicates Positive momentum. The RSI at 55.03 is Neutral, neither overbought nor oversold. The STOCH value of 54.92 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SCHA.
SCHA Peer Comparison
Comparison Results
Performance Comparison
SCHA
Schwab U.S. Small-Cap ETF
30.61
4.17
15.77%
IJR
iShares Core S&P Small Cap ETF
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―
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IWM
iShares Russell 2000 ETF
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―
―
VB
Vanguard Small-Cap ETF
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―
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
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―
―
VTWO
Vanguard Russell 2000 ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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