Schwab U.S Small- Cap ETF

SCHA

Market cap $19.1B

Overview Fund Activity

28.07 USD

+0.33

1.19%

At close Updated Sep 18, 11:08 AM EDT

1 day

1.19%

5 days

0.5%

1 month

5.57%

3 months

13.92%

6 months

17.74%

Year to date

8.59%

1 year

10.08%

5 years

61.14%

10 years

109.17%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

23% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 82

13% more capital invested

Capital invested by funds: $5.37B [Q1] → $6.06B (+$695M) [Q2]

1.05% more ownership

Funds ownership: 33.89% [Q1] → 34.94% (+1.05%) [Q2]

6% more repeat investments, than reductions

Existing positions increased: 439 | Existing positions reduced: 415

0% less funds holding

Funds holding: 1,121 [Q1] → 1,117 (-4) [Q2]

7% less funds holding in top 10

Funds holding in top 10: 56 [Q1] → 52 (-4) [Q2]

See Fund Rankings

Financial journalist opinion

SCHA: Not As Defensive Anymore (Rating Downgrade)

Schwab U.S. Small-Cap ETF (SCHA) is downgraded to hold, reflecting shifting market conditions favoring large-cap stocks over small caps. SCHA offers strong diversification with low idiosyncratic risk and balanced sector exposure, but lacks the tech concentration currently driving market rallies. Recent performance shows SCHA underperforming large caps, with negative fund flows and heightened volatility amid macroeconomic uncertainty.

SCHA: Not As Defensive Anymore (Rating Downgrade)

Zacks Investment Research

Should Schwab U.S. Small-Cap ETF (SCHA) Be on Your Investing Radar?

The Schwab U.S. Small-Cap ETF (SCHA) was launched on November 3, 2009, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Blend segment of the US equity market.

Should Schwab U.S. Small-Cap ETF (SCHA) Be on Your Investing Radar?

SCHA: Unprofitable Companies Trading At Sky-High Valuations

SCHA offers low costs and broad diversification, but nearly half its top holdings are unprofitable, and the rest trade at high valuations. Current small-cap valuations are historically high, with SCHA's profitable holdings averaging a P/E ratio above 35x and limited earnings growth. Despite underperformance versus the S&P 500 and peers, SCHA does not present an attractive margin of safety for value-focused investors like me.

SCHA: Unprofitable Companies Trading At Sky-High Valuations

Zacks Investment Research

Small Business Optimism Grows: What's Ahead for ETFs?

Small business owners grew more optimistic in May, reflecting improved expectations for business conditions and sales, according to the latest data from the National Federation of Independent Business (NFIB). The latest data revealed that the small business optimism index climbed to 98.8 in May, up from 95.8 in April.

Small Business Optimism Grows: What's Ahead for ETFs?

Zacks Investment Research

Should Schwab U.S. Small-Cap ETF (SCHA) Be on Your Investing Radar?

The Schwab U.S. Small-Cap ETF (SCHA) was launched on 11/03/2009, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Blend segment of the US equity market.

Should Schwab U.S. Small-Cap ETF (SCHA) Be on Your Investing Radar?

Zacks Investment Research

ETFs to Tap Small-Cap's Largest Weekly Gain Since November

The small-cap index records its biggest weekly gain since November. We highlight five top-ranked ETFs to tap the current momentum.

ETFs to Tap Small-Cap's Largest Weekly Gain Since November

Zacks Investment Research

Should Schwab U.S. Small-Cap ETF (SCHA) Be on Your Investing Radar?

Designed to provide broad exposure to the Small Cap Blend segment of the US equity market, the Schwab U.S. Small-Cap ETF (SCHA) is a passively managed exchange traded fund launched on 11/03/2009.

Should Schwab U.S. Small-Cap ETF (SCHA) Be on Your Investing Radar?

Zacks Investment Research

Should Schwab U.S. Small-Cap ETF (SCHA) Be on Your Investing Radar?

Looking for broad exposure to the Small Cap Blend segment of the US equity market? You should consider the Schwab U.S. Small-Cap ETF (SCHA), a passively managed exchange traded fund launched on 11/03/2009.

Should Schwab U.S. Small-Cap ETF (SCHA) Be on Your Investing Radar?

SCHA: Not My Definition Of A Smallcap Fund

Schwab U.S. Small-Cap ETF includes many mid-cap stocks, making it less suitable for those seeking true small-cap exposure. The fund's average market cap is $5.19 billion, significantly higher than the commonly accepted small-cap range of $250 million to $2 billion. Nearly 40% of SCHA's holdings overlap with the Dow Jones U.S. Mid-Cap Index, skewing the fund toward mid-cap stocks.

SCHA: Not My Definition Of A Smallcap Fund

Zacks Investment Research

How to Play the January Effect With Small-Cap ETFs

Wall Street was off to a volatile start in 2025, following a steep sell-off in the final weeks of 2024. Notably, the small-cap Russell 2000 Index fell 8.4% in December, marking its worst month since September 2022.

How to Play the January Effect With Small-Cap ETFs

See News Rankings

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