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.
Schwab US Small-Cap ETF™ SCHA
Morningstar’s Analysis SCHA
Will SCHA outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 | 94.3 Mil | Technology |
Nutanix Inc Class A | 0.43 | 70.1 Mil | Technology |
Comfort Systems USA Inc | 0.32 | 52.0 Mil | Industrials |
Wingstop Inc | 0.31 | 50.8 Mil | Consumer Cyclical |
Texas Roadhouse Inc | 0.30 | 49.5 Mil | Consumer Cyclical |
Natera Inc | 0.30 | 48.6 Mil | Healthcare |
Tenet Healthcare Corp | 0.29 | 47.0 Mil | Healthcare |
e.l.f. Beauty Inc | 0.29 | 46.4 Mil | Consumer Defensive |
Core & Main Inc Class A | 0.28 | 45.1 Mil | Industrials |
Eagle Materials Inc | 0.25 | 41.3 Mil | Basic Materials |