SCHA ETF Analysis: Schwab U.S. Small-Cap | NYSE

Small Blend | NYSE, USA | Market Cap: 22.564m USD | 12M Return: 30.4% | Charts, Fundamentals & Technical Analysis

Small Cap Stocks, U.S. Equities, Market Index
Total Rating 68
Safety 59
Buy Signal -0.08
Small Blend
Category Rotation: -7.7
TER: 0.04%
AUM: 22.6B
Avg Turnover: 80.9M
Risk 3d forecast
Volatility19.1%
VaR 5th Pctl3.37%
VaR vs Median-2.33%
Reward TTM
Sharpe Ratio1.26
Rel. Str. IBD63.5
Rel. Str. Peer Group50
Character TTM
Beta1.154
Beta Downside1.199
Hurst Exponent0.507
Drawdowns 3y
Max DD27.29%
CAGR/Max DD0.57
CAGR/Mean DD3.00

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.5% 2
Feb -0.3% 16
Mar -2.5% 52
Apr -0.2% 13
May +0.3% 16
Jun +1.7% 15
Jul +1.5% 37
Aug -1.1% 10
Sep -3.2% 38
Oct -0.8% 20
Nov +2.2% 49
Dec -0.9% 9

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: SCHA Schwab U.S. Small-Cap

The Schwab U.S. Small-Cap ETF (SCHA) is a passively managed index fund that seeks to track the performance of the Dow Jones U.S. Small-Cap Total Stock Market Index. It invests primarily in U.S. small-cap equities, specifically the stocks ranked 751–2500 by full market capitalization within the broader U.S. total stock market.

The underlying index is float-adjusted and weighted by market capitalization, meaning the funds holdings reflect the relative size of investable shares available in each company rather than total shares outstanding. The fund commits at least 90% of its net assets to the stocks comprising this index, using a representative sampling or full replication approach typical of passive ETFs.

As a small-blend ETF, SCHA provides exposure across both value and growth-oriented U.S. smaller companies, which are generally more domestically focused and represent the lower end of the publicly traded U.S. equity market by size. The fund offers investors a low-cost vehicle for diversifying into small-cap U.S. stocks without the need to select individual securities.

Headlines to Watch Out For
  • Fed rate cuts lift small-cap valuations on dovish pivot
  • Domestic recession fears pressure small-cap earnings outlook
  • ETF fee war compresses margins as Vanguard and iShares cut expense ratios
What is the price of SCHA shares?

As of July 28, 2026, the stock is trading at USD 33.87 with a total of 2,473,100 shares traded. Over the past week, the price has changed by +0.00%, over one month by -5.05%, over three months by +4.94% and over the past year by +30.42%.

Current recommended Stop Loss: 32.30 (which is 4.6% or 2.6 ATR below the current price).

Is SCHA a buy, sell or hold?

Schwab U.S. Small-Cap has no consensus analysts rating.