Schwab U.S Small- Cap ETFSCHA
SCHA
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
10,306% more call options, than puts
Call options by funds: $1.67M | Put options by funds: $16K
4,452% more repeat investments, than reductions
Existing positions increased: 956 | Existing positions reduced: 21
227% more first-time investments, than exits
New positions opened: 160 | Existing positions closed: 49
70% more capital invested
Capital invested by funds: $6.45B [Q3] → $11B (+$4.51B) [Q4]
14% more funds holding in top 10
Funds holding in top 10: 57 [Q3] → 65 (+8) [Q4]
8% more funds holding
Funds holding: 1,056 [Q3] → 1,144 (+88) [Q4]
1.42% less ownership
Funds ownership: 37.53% [Q3] → 36.12% (-1.42%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for SCHA.
Financial journalist opinion
Positive
Zacks Investment Research
2 days ago
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.
Neutral
Zacks Investment Research
3 weeks ago
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.
Neutral
Zacks Investment Research
2 months ago
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.
Positive
Seeking Alpha
3 months ago
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.
Negative
Zacks Investment Research
3 months ago
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.
Neutral
Zacks Investment Research
4 months ago
Should Schwab U.S. Small-Cap ETF (SCHA) Be on Your Investing Radar?
Launched on 11/03/2009, the Schwab U.S. Small-Cap ETF (SCHA) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Blend segment of the US equity market.
Positive
Zacks Investment Research
5 months ago
Small-Cap ETFs Set to Explode Under Trump Presidency
Here, we highlight the reasons that are likely to drive the outperformance.
Positive
24/7 Wall Street
5 months ago
Schwab US Mid-Cap Growth ETF (SCHA) Is a Buy Right Now
The Schwab U.S. Mid-Cap Growth ETF (SCHA) is designed to track the performance of the Dow Jones U.S.
Negative
Seeking Alpha
6 months ago
SCHA: A Small-Cap Bias Is Much Needed
SCHA has a low expense ratio and turnover, making it a cost-effective small-cap exposure option. Despite underperforming mid-cap and large-cap segments in the past, its valuation and diversification level make it a good defensive choice amid current market conditions. By combining small-cap and value or going the REIT route, investors can create even better defensive portfolios.
Neutral
Zacks Investment Research
6 months ago
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.
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