Schwab U.S. Small-Cap ETF

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

Looking for broad exposure to the Small Cap Blend segment of the US equity market? You should consider the Schwab U.S. Small-Cap ETF (SCHA), a passively managed exchange traded fund launched on November 3, 2009.

74,479 Shares in Schwab US Small-Cap ETF $SCHA Purchased by Citizens Financial Group Inc. RI

Citizens Financial Group Inc. RI acquired a new position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA) in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 74,479 shares of the company's stock, valued at approximately $2,430,000. Several other institutional investors

23,885 Shares of Schwab US Small-Cap ETF $SCHA Acquired by Capital Investment Advisors LLC

Capital Investment Advisors LLC acquired a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 23,885 shares of the company's stock, valued at approximately $779,000. Other hedge funds have also recently

Schwab US Small-Cap ETF $SCHA Shares Newly Bought by Carnegie Investment Counsel

SCHA: Small-Caps Pressured By Higher Rates, Time To Rotate Into Large-Caps

The Schwab US Small-Cap ETF is rated Hold due to persistent inflation and elevated interest rates pressuring small-cap equities. Small-caps are more sensitive to rising financing costs, with interest financing at 31% of EBITDA versus 6.7% for large-caps. Approximately 40% of small-caps are unprofitable, increasing vulnerability to higher debt costs and economic headwinds.

Differences in Fees, Liquidity, and Dividend Yield Highlight This Matchup of Small-Cap ETFs

Schwab U.S. Small-Cap ETF features a significantly lower expense ratio of 0.03% compared to JPMorgan BetaBuilders U.S. Small Cap Equity ETF at 0.09%. While the Schwab fund holds over 1,700 stocks for broad diversification, the JPMorgan fund uses a more concentrated approach with roughly 850 holdings.

Schwab US Small-Cap ETF $SCHA Stock: Forvis Mazars Wealth Advisors LLC Decreases Position

Forvis Mazars Wealth Advisors LLC cut its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA) by 99.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,743 shares of the company's stock after selling 7,915,577 shares

Acropolis Investment Management LLC Purchases New Position in Schwab US Small-Cap ETF $SCHA

Acropolis Investment Management LLC purchased a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 24,546 shares of the company's stock, valued at approximately $801,000. Several other hedge funds have also