Should Schwab U.S. Small-Cap ETF (SCHA) Be on Your Investing Radar?

The Schwab U.S. Small-Cap ETF (SCHA) was launched on November 3, 2009, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Blend segment of the US equity market.

Zacks Investment Research • Oct 15, 2025

3 ETFs That Can Build Lasting Wealth for Retirement

Finding the right exchange-traded funds (ETFs) to invest in is easier said than done.

24/7 Wall Street • Oct 6, 2025

2 Schwab ETFs To Load Up On In September

Schwab ETFs are known for their low costs, and they've turned into a mainstay of the market, especially for low-cost ETF investing.

24/7 Wall Street • Sep 26, 2025

SCHA: Not As Defensive Anymore (Rating Downgrade)

Schwab U.S. Small-Cap ETF (SCHA) is downgraded to hold, reflecting shifting market conditions favoring large-cap stocks over small caps. SCHA offers strong diversification with low idiosyncratic risk and balanced sector exposure, but lacks the tech concentration currently driving market rallies. Recent performance shows SCHA underperforming large caps, with negative fund flows and heightened volatility amid macroeconomic uncertainty.

Seeking Alpha • Sep 16, 2025

SCHA: Unprofitable Companies Trading At Sky-High Valuations

SCHA offers low costs and broad diversification, but nearly half its top holdings are unprofitable, and the rest trade at high valuations. Current small-cap valuations are historically high, with SCHA's profitable holdings averaging a P/E ratio above 35x and limited earnings growth. Despite underperformance versus the S&P 500 and peers, SCHA does not present an attractive margin of safety for value-focused investors like me.

Seeking Alpha • Jun 18, 2025

Small Business Optimism Grows: What's Ahead for ETFs?

Small business owners grew more optimistic in May, reflecting improved expectations for business conditions and sales, according to the latest data from the National Federation of Independent Business (NFIB). The latest data revealed that the small business optimism index climbed to 98.8 in May, up from 95.8 in April.

Zacks Investment Research • Jun 11, 2025

ETFs to Tap Small-Cap's Largest Weekly Gain Since November

The small-cap index records its biggest weekly gain since November. We highlight five top-ranked ETFs to tap the current momentum.

Zacks Investment Research • Apr 28, 2025

SCHA: Not My Definition Of A Smallcap Fund

Schwab U.S. Small-Cap ETF includes many mid-cap stocks, making it less suitable for those seeking true small-cap exposure. The fund's average market cap is $5.19 billion, significantly higher than the commonly accepted small-cap range of $250 million to $2 billion. Nearly 40% of SCHA's holdings overlap with the Dow Jones U.S. Mid-Cap Index, skewing the fund toward mid-cap stocks.

Seeking Alpha • Jan 7, 2025

How to Play the January Effect With Small-Cap ETFs

Wall Street was off to a volatile start in 2025, following a steep sell-off in the final weeks of 2024. Notably, the small-cap Russell 2000 Index fell 8.4% in December, marking its worst month since September 2022.

Zacks Investment Research • Jan 6, 2025

Small-Cap ETFs Set to Explode Under Trump Presidency

Here, we highlight the reasons that are likely to drive the outperformance.

Zacks Investment Research • Nov 7, 2024