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SCHA
+2.47 · +8.96%
$30.06 · NYSE ARCA

Schwab U.S. Small-Cap ETF (SCHA) ETF Analysis | Small Blend

Schwab ETFs · United States
AUM:$20.7B
#– of – in Small 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 22.4% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.04% — among the lowest available for this category.

What is SCHA?

To pursue its goal, the fund generally invests in stocks that are included in the index. The index includes the small-cap portion of the Dow Jones U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
SCHA delivered 22.4% over the past year. Historical returns only — past performance is not indicative of future results.
Ultra-Low Expense Ratio
Expense ratio of 0.04% — among the lowest available. Low costs compound favourably over long holding periods.
Broadly Diversified
Top 10 holdings represent just 6.7% of the ETF — exposure spread across many positions.
ETF Information
AUM$20.7B
Expense Ratio0.04%
Dividend Yield1.19%
Holdings49
Inception DateNov 2009
DomicileUnited States
DistributionNA
Index–
ProviderSchwab ETFs
Beta1.29
CategorySmall Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+12.3%
1Y
+25.7%
3Y
+61.5%
5Y
+40.6%
OpenBook InsightIf you had invested £10,000 in SCHA 5 years ago, it would have grown to £14,064 — a gain of £4,064.

Annual Returns

Calendar year performance

SCHA delivered positive returns in 4 of the last 5 calendar years.
YearSCHA
2026 YTD+19.0%
2025+11.6%
2024+11.8%
2023+19.1%
2022-20.6%
CAGR 4yr+4.2%
4/5 positive yearsAvg return: +8.2%Worst year: -20.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
19.4%
Low
Momentum
+1.1%
30-day change
Support Level
34.18
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.
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