SCHASchwab U.S. Small-Cap ETF
SCHA Fund Description
SCHA tracks a market-cap-weighted index of US stocks ranked 751-2,500 by market cap.
SCHA Factset Analytics Insight
SCHA provides access to 1,700+ small-cap stocks trading in the US exchange. The fund tracks a simple, market-cap weighted index intended to provide beta exposure to the market. Selection starts with the constituents of the broader Dow Jones index ranked by market capitalization in descending order. Constituents ranked at 2,000 and above are selected for the index. If the fund still does not have 1750 stocks, it adds the smallest non-constituents stocks by descending market cap until it reaches 1750 stocks. The index is reconstituted annually each September.
SCHA MSCI ESG Analytics Insight
Schwab U.S. Small-Cap ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.15 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. Schwab U.S. Small-Cap ETF ranks in the 28th percentile within its peer group and in the 24th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SCHA MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
SCHA Summary Data
SCHA Portfolio Data
SCHA Index Data
SCHA Portfolio Management
SCHA Tax Exposures
SCHA Fund Structure
SCHA Factset Analytics Block Liquidity
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 Sector/Industry Breakdown
SCHA Top 10 Holdings[View All]
SCHA Economic Development
SCHA Performance Statistics
SCHA MSCI ESG Ratings
SCHA Benchmark Comparison Summary
SCHA Benchmark Comparison Market Cap Size