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Morningstar

Schwab US Small-Cap ETF™ SCHA

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCHA’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

Inexpensive U.S. small-cap exposure.

Analyst Zachary Evens

Zachary Evens

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.

by Zachary Evens
Rated on Published on

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Portfolio Holdings SCHA

More SCHA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MicroStrategy Inc Class A

0.58 93.3 Mil
Technology

Nutanix Inc Class A

0.43 68.7 Mil
Technology

Comfort Systems USA Inc

0.31 49.7 Mil
Industrials

Wingstop Inc

0.31 49.4 Mil
Consumer Cyclical

Texas Roadhouse Inc

0.30 48.3 Mil
Consumer Cyclical

Natera Inc

0.30 47.3 Mil
Healthcare

Tenet Healthcare Corp

0.28 45.5 Mil
Healthcare

Core & Main Inc Class A

0.28 44.0 Mil
Industrials

e.l.f. Beauty Inc

0.26 42.3 Mil
Consumer Defensive

United States Steel Corp

0.26 41.1 Mil
Basic Materials