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Schwab US Small-Cap ETF™ SCHA

Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis SCHA

Will SCHA outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Inexpensive U.S. small-cap exposure.

Associate Analyst Zachary Evens

Zachary Evens

Associate Analyst

Summary

Schwab U.S. Small-Cap ETF SCHA encapsulates the U.S. small-cap market for a low fee. Its diversified portfolio mitigates stock-specific risk, and a turnover-conscious approach minimizes trading costs that can plague other small-cap index funds. These considerations earn the fund a Morningstar Medalist Rating of Silver.

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Portfolio Holdings SCHA

  • Current Portfolio Date
  • Equity Holdings 1746
  • Bond Holdings 1
  • Other Holdings 5
  • % Assets in Top 10 Holdings 2.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
0.28
37,214,918
Technology

E-Mini Russ 2000 Dec23 Xcme 20231215

0.26
35,053,150
0.25
34,179,578
Consumer Cyclical
0.24
32,346,232
Industrials
0.24
31,882,281
Energy
0.23
31,628,676
Basic Materials
0.23
31,220,864
Healthcare
0.23
31,061,951
Financial Services
0.23
31,055,020
Energy
0.23
30,905,627
Technology