SCHA:NYE-Schwab U.S. Small-Cap ETF (USD)

ETF | Small Blend |

Last Closing

USD 23.74

Change

0.00 (0.00)%

Market Cap

USD 16.98B

Volume

4.22M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

To pursue its goal, the fund generally invests in stocks that are included in the index. The index includes the small-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Small-Cap Total Stock Market Index includes the components ranked 751-2500 by full market capitalization. The index is a float-adjusted market capitalization weighted index. The fund will invest at least 90% of its net assets in these stocks.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-15 )

ETFs Containing SCHA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -8.20% 40% F 21% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -8.20% 40% F 21% F
Trailing 12 Months  
Capital Gain 0.36% 60% D- 43% F
Dividend Return 1.31% 64% D 24% F
Total Return 1.67% 53% F 36% F
Trailing 5 Years  
Capital Gain 101.57% 47% F 67% D+
Dividend Return 19.77% 87% B+ 47% F
Total Return 121.35% 53% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 0.57% 7% C- 35% F
Dividend Return 1.85% 7% C- 30% F
Total Return 1.28% 60% D- 30% F
Risk Return Profile  
Volatility (Standard Deviation) 40.90% 7% C- 24% F
Risk Adjusted Return 4.53% 7% C- 23% F
Market Capitalization 16.98B 90% A- 90% A-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.