SCHA - ETF AI Analysis
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Schwab U.S. Small-Cap ETF (SCHA)
SCHA, the Schwab U.S. Small-Cap ETF, earns a solid overall rating thanks to strong contributions from financial names like SouthState Corporation, Wintrust Financial, and Popular, which show healthy performance, supportive valuations, and generally positive market momentum. The fund also benefits from growth-oriented holdings such as Ryder System and Halozyme, though risks like high leverage, overbought technical signals, and weaker, more financially challenged positions such as Wayfair mean investors should be mindful of volatility and the added risk that comes with small-cap exposure. Overall, its mix of strong small-cap financials and select growth stocks supports its quality, but concentration in smaller, more leveraged companies is the main risk factor.
SCHA vs. SPDR S&P 500 ETF (SPY)
- AUM
- 22.39B
- Region
- North America
- Expense Ratio
- 0.03%
- Beta
- 1.04
- Issuer
- Schwab
- Inception Date
- Nov 03, 2009
- Dividend Yield
- 1.12%
- Asset Class
- Equity
- Index Tracked
- Dow Jones US Total Stock Market Small-Cap
SCHA Summary
SCHA is the Schwab U.S. Small-Cap ETF, which follows the Dow Jones U.S. Total Stock Market Small-Cap Index. It invests in many smaller U.S. companies across different industries like financials, health care, and technology. These are firms that are not yet giants, but some, like Wayfair and Ryder System, are well-known names with room to grow. Investors might choose SCHA to spread their money across hundreds of small companies and potentially benefit from their long-term growth. A key risk is that small-cap stocks can be more volatile, so the ETF’s value can move up and down sharply with the market.
How much will it cost me?
This ETF has an expense ratio of 0.03%, which means you’ll pay about $0.30 per year for every $1,000 invested. That’s much lower than the average ETF because SCHA is a passively managed fund that simply tracks a small-cap index instead of paying managers to pick individual stocks.
What would affect this ETF?
SCHA could benefit if the U.S. economy grows steadily, as small-cap companies in sectors like health care, technology, and consumer cyclical often see stronger expansion and innovation in good times, and its broad mix of holdings helps spread that opportunity. On the downside, rising interest rates, economic slowdowns, or tighter regulations on financial and health care businesses could hurt smaller U.S. companies more than large ones, making this ETF more volatile during market stress.
SCHA Top 10 Holdings
SCHA leans heavily into U.S. small caps, with health care and tech names setting the tone. Glaukos and Halozyme have been rising steadily, acting like twin engines for the fund’s health care exposure, while ViaSat’s strong momentum adds a tech-flavored tailwind. Ryder System has also been climbing, giving an industrial boost. On the flip side, Wayfair’s shaky footing and BitMine Immersion Technologies’ lagging performance are dragging at the fund’s heels. Overall, it’s a domestically focused, small-cap growth story with a clear tilt toward innovative health care and tech.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 HALO | Halozyme | 0.35% | $78.89M | $14.86B | 102.55% | 73Outperform |
 GKOS | Glaukos | 0.34% | $75.85M | $14.07B | 170.62% | 61Neutral |
 W | Wayfair | 0.33% | $73.83M | $15.88B | 13.19% | 52Neutral |
 BMNR | BitMine Immersion Technologies | 0.31% | $69.28M | $12.17B | -54.70% | ―― |
 AHR | American Healthcare REIT, Inc. | 0.27% | $61.17M | $11.75B | 18.15% | 64Neutral |
 TWST | Twist Bioscience | 0.27% | $60.98M | $10.06B | 390.15% | 43Neutral |
 ENSG | The Ensign Group | 0.26% | $57.11M | $10.59B | 0.67% | 78Outperform |
 R | Ryder System | 0.26% | $57.10M | $10.80B | 66.79% | 73Outperform |
 VSAT | ViaSat | 0.25% | $56.90M | $10.61B | 97.64% | 56Neutral |
 WTFC | Wintrust Financial | 0.25% | $55.04M | $10.28B | 19.36% | 78Outperform |
SCHA Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCHA, the sentiment is Neutral. The current price of 32.99 is above the 20-day moving average (MA) of 32.70, below the 50-day MA of 33.27, and above the 200-day MA of 32.45, indicating a neutral trend. The MACD of -0.03 indicates Negative momentum. The RSI at 51.12 is Neutral, neither overbought nor oversold. The STOCH value of 84.51 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SCHA.
SCHA Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| SCHA | $32.99 | $35.00(6.09% Upside) | $22.39B | 0.03% | 63Neutral |
 IJR | $140.29 | $168.58(20.16% Upside) | $106.87B | 0.06% | 65Neutral |
 VB | $290.05 | $363.05(25.17% Upside) | $79.87B | 0.03% | 66Neutral |
 IWM | $279.33 | $373.89(33.85% Upside) | $76.76B | 0.19% | 63Neutral |
 VTWO | $112.85 | $155.10(37.44% Upside) | $17.04B | 0.06% | 61Neutral |
 SPSM | $54.53 | $65.54(20.18% Upside) | $16.21B | 0.03% | 66Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SCHA | Schwab U.S. Small-Cap ETF | 32.99 | 5.79 | 21.29% | |
| IJR | iShares Core S&P Small Cap ETF | 140.29 | 25.18 | 21.87% | |
| VB | Vanguard Small-Cap ETF | 290.05 | 42.23 | 17.04% | |
| IWM | iShares Russell 2000 ETF | 279.33 | 40.56 | 16.99% | |
| VTWO | Vanguard Russell 2000 ETF | 112.85 | 16.56 | 17.20% | |
| SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 54.53 | 9.81 | 21.93% |
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.