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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
Low Expense Ratio
The ETF has a very low expense ratio, making it cost-effective for investors compared to similar funds.
Broad Sector Diversification
The fund is spread across multiple sectors, including technology, financials, and health care, reducing the impact of sector-specific downturns.
Strong Asset Growth
The ETF has a healthy level of assets under management, indicating strong investor confidence and stability.
Negative Factors
High Geographic Concentration
The ETF is heavily focused on U.S. companies, with minimal exposure to international markets, limiting global diversification.
Small-Cap Volatility
As a small-cap fund, the ETF may be more sensitive to market fluctuations and economic downturns compared to large-cap funds.
Underperforming Holdings
Some top holdings have shown weak year-to-date performance, which could weigh on the fund's overall returns.
SCHA vs. SPDR S&P 500 ETF (SPY)
AUM20.01B
RegionNorth America
Expense Ratio0.04%
Beta1.03
IssuerSchwab
Inception DateNov 03, 2009
Dividend Yield1.2%
Asset ClassEquity
Index TrackedDow Jones US Total Stock Market Small-Cap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,201,284
30 Day Avg. Volume3,664,778
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
34.95Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1738
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SCHA Summary
The Schwab U.S. Small-Cap ETF (SCHA) is designed to give investors exposure to smaller U.S. companies, which are often more agile and innovative than larger corporations. It follows the Dow Jones US Total Stock Market Small-Cap Index and includes companies like SanDisk Corp and Rocket Companies. This ETF is a great option for those looking to diversify their portfolio and tap into the potential growth of emerging businesses. However, small-cap stocks can be more volatile than larger companies, meaning their prices can rise or fall quickly depending on market conditions.
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
The Schwab U.S. Small-Cap ETF (SCHA) leans heavily into the entrepreneurial spirit of U.S. small-cap stocks, with notable exposure to financials, technology, and healthcare. SanDisk is rising steadily, buoyed by strong earnings, while Lumentum Holdings shows promise with its AI and cloud infrastructure growth despite valuation concerns. On the flip side, Rocket Companies is lagging, hampered by challenges in the housing market and high leverage. The fund’s broad sector mix provides diversification, but its U.S.-centric focus means performance is closely tied to domestic economic trends.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| SanDisk Corp | 1.18% | $236.11M | $51.82B | ― | 55 Neutral | |
| Lumentum Holdings | 0.67% | $133.62M | $27.86B | 308.80% | 61 Neutral | |
| Rocket Companies | 0.49% | $98.73M | $59.92B | 8.71% | 54 Neutral | |
| Revolution Medicines | 0.45% | $89.55M | $19.86B | 141.76% | 52 Neutral | |
| ATI | 0.39% | $78.77M | $16.42B | 113.37% | 78 Outperform | |
| Echostar | 0.36% | $72.44M | $32.29B | 399.36% | 57 Neutral | |
| Hecla Mining Company | 0.34% | $68.71M | $14.32B | 294.92% | 74 Outperform | |
| Pinnacle Financial Partners | 0.34% | $68.63M | $14.47B | -14.65% | 73 Outperform | |
| Guardant Health | 0.34% | $68.24M | $14.22B | 197.18% | 61 Neutral | |
| Ionis Pharmaceuticals | 0.32% | $64.64M | $13.47B | 139.12% | 61 Neutral |
SCHA Technical Analysis
Positive
―
Price Trends
28.33
Positive
27.94
Positive
26.07
Positive
Market Momentum
0.31
Negative
64.80
Neutral
93.96
Negative
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 29.08, equal to the 50-day MA of 28.33, and equal to the 200-day MA of 26.07, indicating a bullish trend. The MACD of 0.31 indicates Negative momentum. The RSI at 64.80 is Neutral, neither overbought nor oversold. The STOCH value of 93.96 is Negative, 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
29.84
4.72
18.79%
IJR
iShares Core S&P Small Cap ETF
―
―
―
IWM
iShares Russell 2000 ETF
―
―
―
VB
Vanguard Small-Cap ETF
―
―
―
VTWO
Vanguard Russell 2000 ETF
―
―
―
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
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―
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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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