Schwab U.S. Small-Cap ETF™ SCHA

Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis SCHA

Will SCHA outperform in the future?

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

Cheap and expansive US small-cap exposure.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

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.

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Portfolio Holdings SCHA

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 2.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Halozyme Therapeutics Inc

0.35 77M
Healthcare

Wayfair Inc Class A

0.32 69M
Consumer Cyclical

BitMine Immersion Technologies Inc

0.31 67M
Financial Services

American Healthcare REIT Inc Ordinary Shares

0.28 62M
Real Estate

Ryder System Inc

0.26 57M
Industrials

Glaukos Corp

0.26 56M
Healthcare

Popular Inc

0.25 54M
Financial Services

Ensign Group Inc

0.25 54M
Healthcare

SouthState Bank Corp

0.25 54M
Financial Services

New York Times Co Class A

0.25 54M
Communication Services

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