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Schwab US Small-Cap ETF - SCHA

Schwab US Small-Cap ETF - SCHA


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    1.13 / 1.2%
(As of Tuesday January 19, 2021)


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    Small-Cap Core Funds

  • management type


  • total assets


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Fund Scorecard

manager tenure


ETF Holders

Filing period ending Dec. 31, 2015
There is no ETF data available to display at this time.

Balance Summary

Hartline Investment Corp/
Youngs Advisory Group, Inc.
Hightower Advisors, Llc
Wealthtrust-Arizona, Llc
Legacy Wealth Management, Inc
Mariner Wealth Advisors, Llc
Denver Investment Advisors Llc
Sequoia Financial Advisors, Llc
Nelson, Van Denburg & Campbell Wealth Management Group, Llc
Patten Group, Inc.
Northwest Investment Counselors, Llc
Boltwood Capital Management

Smithfield Trust Co

Fifth Third Bancorp

Courage Miller Partners, Llc
Sawtooth Asset Management, Inc.
Cls Investments, Llc
Financial Management Professionals, Inc.
Stockman Asset Management
Lpl Financial Llc
Premier Asset Managment Llc
Raymond James Financial Services Advisors, Inc.
Wasatch Advisors Inc
Garrison Financial Corp

Ameriprise Financial Inc

Financial Consulate, Inc
Citigroup Inc

Bronfman E.l. Rothschild, L.p.

Frontier Wealth Management Llc
Commonwealth Equity Services, Inc

Bangor Savings Bank

Susquehanna International Group, Llp

Gw Henssler & Associates Ltd

Signature Estate & Investment Advisors Llc

National Planning Corp
Integrated Wealth Management

Allianz Asset Management Ag

Captrust Financial Advisors
Destination Wealth Management
Wealth Architects, Llc
Whitnell & Co.

Bellevue Financial, Inc.

Cahill Financial Advisors Inc

American International Group Inc

Summit Asset Management, Llc

Apriem Advisors
Milestone Group, Inc.

Parkside Financial Bank & Trust

Starfire Investment Advisers, Inc.
Ht Partners Llc
Meridian Management Co
Mengis Capital Management, Inc.
Northern Trust Corp
Boyer & Corporon Wealth Management, Llc
Salem Investment Counselors Inc
Budros, Ruhlin & Roe, Inc.
Kuntz Lesher Capital Llc
Signaturefd, Llc
Sva Plumb Wealth Management, Llc

Ladenburg Thalmann Financial Services Inc

Sonora Investment Management, Llc
Vantage Investment Advisors, Llc
St. Johns Investment Management Company, Llc
Brouwer & Janachowski, Llc
Morgan Stanley
Charles Schwab Investment Advisory, Inc.
Tuttle Tactical Management Llc

Community Bank, N.a.

Plante Moran Financial Advisors, Llc
Fca Corp /tx
Gateway Advisory, Llc
Wells Fargo & Company/mn
Focused Wealth Management, Inc

Sandy Spring Bank

Barrett Asset Management, Llc
Wealth Enhancement Advisory Services, Llc
Condor Capital Management

Royal Bank Of Canada

Goldman Sachs Group Inc
Marquette Asset Management Inc.
Davidson & Garrard Inc

First Interstate Bank

One Capital Management, Llc
Madden Advisory Services, Inc.
Burt Wealth Advisors
Bouchey Financial Group Ltd
Alesco Advisors Llc
Howe & Rusling Inc
Wagner Bowman Management Corp

Kcg Holdings, Inc.

Jmg Financial Group, Ltd.
Rock Point Advisors, Llc
Live Your Vision, Llc
Private Advisor Group, Llc
Riverpoint Capital Management, Llc
Chicago Partners Investment Group Llc
Wooster Corthell Wealth Management, Inc.
Sigma Investment Counselors Inc
Delta Asset Management Llc/tn

Blb&b Advisors, Llc

Alliance Wealth Management Group

Capital Directions Investment Advisors, Llc
Winslow, Evans & Crocker, Inc.
Parsec Financial Management, Inc.
Steinberg Global Asset Management

Bank Of America Corp /de/

Oarsman Capital, Inc.
Vista Capital Partners, Inc.
Ep Wealth Advisors, Inc.

Fagan Associates, Inc.

Ifrah Financial Services, Inc.
National Asset Management, Inc.
Valentine Ventures Llc
Lba Wealth Management, Llc
Lakeview Capital Partners, Llc
Hbk Sorce Advisory Llc
Citadel Advisors Llc
Blackrock Inc.
Gupta Wealth Management Llc
Wealthcare Capital Management Llc

Asset Dedication, Llc

South Texas Money Management Ltd
Holderness Investments Co
Buckingham Capital Management, Inc.

Ubs Group Ag

Feltz Wealth Plan Inc.
Friedenthal Financial
Koshinski Asset Management, Inc.
Cetera Advisor Networks Llc
Private Ocean, Llc
Asset Management Group, Inc.
Metlife Securities, Inc
Efficient Market Advisors, Llc
Gemmer Asset Management Llc

Ifp Advisors, Inc

Twele Capital Management, Inc.
Leisure Capital Management
Financial Architects, Inc
Horrell Capital Management, Inc.
Atwood & Palmer Inc

Hl Financial Services Llc

Emery Howard Portfolio Management, Inc.
Thompson Siegel & Walmsley Llc
Pinnacle Wealth Management Advisory Group, Llc

Mufg Americas Holdings Corp

Leavell Investment Management, Inc.
Pinnacle Associates Ltd

Jane Street Group, Llc

Family Firm, Inc.
Vigilant Capital Management, Llc
Sii Investments Inc/wi
Tradewinds Capital Management, Llc
Jfs Wealth Advisors, Llc
Armbruster Capital Management, Inc.
Pittenger & Anderson Inc

Bank Of New York Mellon Corp

Cwh Capital Management, Inc.
Kistler-Tiffany Companies, Llc

Ausdal Financial Partners, Inc.

Mcf Advisors Llc
Pinnacle Advisory Group, Inc.
Carnegie Capital Asset Management, Llc
Savant Capital, Llc

Schwab Charles Investment Management Inc

Newfound Research Llc

Tortoise Investment Management, Llc
Tci Wealth Advisors, Inc.

Allegis Investment Advisors, Llc

Cabot Wealth Management Inc

Finemark National Bank & Trust

Td Capital Management Llc
Frontier Investment Mgmt Co

Tower Research Capital Llc

Provise Management Group, Llc
United Capital Financial Advisers, Llc
Qs Investors, Llc
Valley National Advisers Inc
Stearns Financial Services Group
Strategic Wealth Advisors Group,inc.

Moisand Fitzgerald Tamayo, Llc

Evensky & Katz Llc
Landmark Financial Advisors, Llc
Investment Centers Of America Inc
Bowling Portfolio Management Llc
Assetmark, Inc
Planning Alternatives Ltd /adv
West Oak Capital, Llc
Colony Group Llc
Strategic Advisors Llc
Blue Bell Private Wealth Management, Llc
Aspen Investment Management Inc
Perigon Wealth Management, Llc
Summit Financial Strategies, Inc.
Sharkey, Howes & Javer
Atria Investments Llc
Spectrum Management Group, Inc.
Argentus Capital Management, Llc
Cobblestone Capital Advisors Llc /ny/

Pnc Financial Services Group, Inc.

Kernodle & Katon Asset Management Group, Llc

Garde Capital, Inc.
Sage Financial Group Inc
Td Ameritrade Trust Co
Curbstone Financial Management Corp
Creative Planning
Tiemann Investment Advisors, Llc

Bar Harbor Trust Services

Portfolio Solutions, Llc
Newman Dignan & Sheerar, Inc.
North Star Asset Management Inc

Evercore Wealth Management, Llc

Cambridge Investment Research Advisors, Inc.
Cambridge Advisors Inc.
Advisory Services Network, Llc
Envestnet Asset Management Inc
First Allied Advisory Services, Inc.
Bartlett & Co. Llc
    Filing period ending Dec. 31, 2015


    Net Assets

    Total Net Assets


    (Through Dec 2020)
    There is no Assets data available to display at this time.


    Net Flows

    1 Year Net Flows


    (Through Dec 2020)
    There is no Flow data available to display at this time.
    * BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.


    Fee Comparison

    expense ratio


    There is no Fee data available to display at this time.




    There is no Turnover data available to display at this time.


    Growth of 10k

    1 Year Return


    There is no Performance data available to display at this time.
    Peer Group consists of 912 Small-Cap Core Funds funds distributed through Institutional channels.


    Standard Deviation ¹ 7.42
    Sharpe Ratio ² 0.44
    R-Squared ³ 0.87
    Beta ³ 1.32
    ¹ Calculated using a 36 month sample population.
    ² Calculated using a 36 month sample population benchmarked to the U.S. 3-Month T-Bill Total Return Index.
    ³ Calculated using a 36 month sample population benchmarked to the S&P 500 Monthly Reinvest Index.

    Rank in Category

    [rank] out of [[total]]
    Small-Cap Core Funds




    There is no Rank in Category data available to display at this time


    Current Fund Managers

    • Ferian Juwono

      01-01-2010 - present
    • Sabya Sinha

      01-01-2017 - present
    • Christopher Bliss

      01-01-2017 - present
    • Jeremy Brown

      01-01-2018 - present