Schwab US Small-Cap ETF captures the US 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.
Schwab U.S. Small-Cap ETF™ SCHA
Morningstar’s Analysis SCHA
Will SCHA outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the SCHA management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of SCHA’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 10.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
SanDisk Corp Ordinary Shares | 5.20 | 1B | Technology |
Lumentum Holdings Inc | 1.37 | 308M | Technology |
Revolution Medicines Inc Ordinary Shares | 0.62 | 140M | Healthcare |
Sterling Infrastructure Inc | 0.59 | 132M | Industrials |
ATI Inc | 0.53 | 118M | Industrials |
MACOM Technology Solutions Holdings Inc | 0.50 | 112M | Technology |
MKS Inc | 0.45 | 101M | Technology |
Nextpower Inc Class A | 0.40 | 90M | Technology |
TTM Technologies Inc | 0.40 | 89M | Technology |
Coeur Mining Inc | 0.37 | 83M | Basic Materials |
United States