SCHA
Schwab U.S Small- Cap ETF
📎 Investment Objective
The Schwab U.S. Small-Cap ETF seeks to track the performance of the Dow Jones U.S. Small-Cap Total Stock Market Index, which includes small-capitalization U.S. stocks.
Overview
ETF tracking Schwab U.S Small- Cap ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Schwab U.S. Small-Cap ETF seeks to track the performance of the Dow Jones U.S. Small-Cap Total Stock Market Index, which includes small-capitalization U.S. stocks.
🎯 Investment Strategy
The ETF employs a passively managed, full-replication approach, seeking to hold all the securities in the underlying index in approximately the same weights. This strategy aims to provide investment results that closely correspond to the price and yield performance of the index.
✨ Key Features
- Provides exposure to a broad range of small-capitalization U.S. stocks
- Seeks to track the performance of the Dow Jones U.S. Small-Cap Total Stock Market Index
- Employs a low-cost, passively managed investment approach
- Potentially suitable for investors seeking long-term capital appreciation
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market conditions or other factors
- Small-cap risk: Smaller companies may be more volatile and less liquid than larger companies
- Tracking error risk: The ETF may not perfectly track the performance of its underlying index
- Concentration risk: The ETF's performance may be more sensitive to the performance of a particular sector or group of securities
👤 Best For
The Schwab U.S. Small-Cap ETF may be suitable for investors seeking long-term capital appreciation through exposure to a diversified portfolio of small-capitalization U.S. stocks. It may be appropriate as a core holding or as part of a broader, diversified investment portfolio.