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SAEF
+1.62 · +5.95%
$28.84 · NYSE ARCA

Schwab Strategic Trust (SAEF) ETF Analysis | Mid-Cap Blend

Schwab ETFs · USA
AUM:$25.9M
#– of – in Mid-Cap Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 15.2% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.59% — moderate cost. Consider how fees compound over long holding periods.

What is SAEF?

The fund invests primarily in exchange-traded equity securities of U. small- and mid-capitalization companies which are companies with capitalizations within the range of the Russell 2500" Index, as measured at the time of purchase; however, the fund may invest in exchange-traded securities of companies outside the stated range.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
SAEF delivered 15.2% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.59%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 34.6% of the ETF — a moderate level of name concentration.
ETF Information
AUM$25.9M
Expense Ratio0.59%
Dividend Yield0.36%
Holdings49
Inception DateNov 2021
Domicile–
Distribution–
Index–
ProviderSchwab ETFs
Beta1.39
CategoryMid-Cap Blend
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-16.6%
1Y
-8.3%
3Y
+7.9%
5Y
-1.3%
OpenBook InsightIf you had invested £10,000 in SAEF 5 years ago, it would have fallen to £9,871 — a loss of £129.

Annual Returns

Calendar year performance

SAEF delivered positive returns in 3 of the last 5 calendar years.
YearSAEF
2026 YTD-12.1%
2025+2.7%
2024+16.8%
2023+17.3%
2022-18.6%
CAGR 4yr+3.4%
3/5 positive yearsAvg return: +1.2%Worst year: -18.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
66.9%
Very High
Momentum
-20.0%
30-day change
Support Level
24.27
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Momentum is downward with a 20.0% move over 30 days.
  • Elevated volatility indicates higher short-term price variability and risk.
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