SCHA

Schwab U.S. Small-Cap ETF
A

92
  • Overview
  • Efficiency
  • Tradability
  • Fit

SCHA Fund Description

The Schwab U.S. Small Cap ETF tracks a market-cap-weighted index of US stocks ranked 751-2,500 by market cap.

SCHA Factset Analytics Insight

The Schwab US Small Cap ETF is one of the strongest offerings in the segment. The fund provides access to 1,700+ small-caps stocks for an ultra-low fee. Unlike some of the alpha-seeking funds in the segment, SCHA tracks a simple, market-weighted Dow Jones index intended to provide beta exposure to the market. This strategy has paid off for Schwab: SCHA has attracted deep liquidity and healthy assets, which in turns makes it still more appealing to investors. SCHA offers small-cap exposure that's arguably better than our benchmark's, delivering a lower average market cap with fewer midcaps in the mix. With solid exposure and low all-in costs, SCHA delivers the goods.

SCHA MSCI ESG Analytics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of February 15, 2018 the Schwab U.S. Small-Cap ETF MSCI ESG Fund Quality Score is 3.85 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. SCHA ranks in the 18th percentile within its peer group and in the 6th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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SCHA Summary Data

Schwab
11/03/09
Open-Ended Fund
0.05%
$6.79B
$32.55M
0.06%

SCHA Portfolio Data

$3.11B
90.87
2.37
1.24%
03/19/18
1710

SCHA Index Data

Market Cap
Market Cap
MSCI USA Small Cap

Related ETFs to SCHA

IWM, IJR, VB, VTWO, SLY
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

SCHA Portfolio Management

0.05%
0.01%
0.05%
-0.04%

SCHA Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

SCHA Fund Structure

Open-Ended Fund
No
Yes
100% / 0%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

SCHA Factset Analytics Block Liquidity

As of 02/16/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of SCHA. SCHA is rated a 5 out of 5.

SCHA Tradability

462,781
$32.55M
422,313
$29.03M
0.06%
$0.04
0.03%
0.11% / -0.08%
None
100.00%
50,000
8.45
0.04%
0.02%
352
$69.82
5

SCHA Sector/Industry BreakdownView All

SCHASegment Benchmark
25.12% 26.30%
14.98% 14.57%
13.47% 13.94%
13.08% 13.27%
12.36% 12.71%
6.70% 6.23%
4.21% 4.42%
3.46% 3.00%

SCHA Geographic Exposure

SCHASegment Benchmark
100.00% 100.73%

SCHASegment Benchmark
100.00% 100.73%
0.00% / 0.00% 0.00% / 0.00%

SCHA Performance Statistics

1.00
1.04
1.04
1.03
0.06%
MSCI USA Small Cap

SCHA MSCI ESG Ratings

3.85 / 10
17.83
6.09
3.57%
3.39%
196.98

SCHA BENCHMARK COMPARISON

    SCHA
    1710 Holdings
    Segment Benchmark
    1776 Constituents
    Shared Holdings
    1570 (Count)
     
    79.04% (Weight)
SCHASegment Benchmark
0.15% 0.03%
62.93% 54.51%
34.13% 41.91%
2.77% 3.55%
1.40% 1.36%