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SCHA

Schwab U.S. Small-Cap ETF

Tracks the Dow Jones U.S. Small-Cap Total Stock Market Index, covering approximately 1,750 small-cap US stocks. Broader than IJR (600 stocks) with lower cost. Core small-cap building block for Schwab clients.

TER
0.04%
AUM
$19B
CAGR
12.0%
Volatility
19.5%
Max Drawdown
-32.6%
Data Range
2009-11 → 2026-04

Performance Analysis

Maximum Drawdown History

How far the ETF has fallen from its all-time high at each point. Deeper = more painful.

Current DD0.0%
Worst DD-32.6%
Worst date2020-03

Rolling Returns

Annualized returns over rolling windows. Shows the range of outcomes depending on when you invested.

Avg return10.4%
Best23.3%
Worst-5.2%
% positive97%
162 periods

Key Facts

ISIN
US8085247587
Issuer
Schwab
Benchmark
Dow Jones U.S. Small-Cap Total Stock Market Index
Total Expense Ratio (TER)
0.04%
Assets Under Management
$19B approx.
Inception Date
2009-11-03
Domicile
United States
Legal Structure
Open-Ended Fund
Dividend Policy
Distributing (pays dividends)
Replication Method
Physical (Full Replication)
UCITS Status
✗ Not UCITS
Fund Currency
USD
Primary Exchange
NYSE Arca
Number of Holdings
~1,750

Top 10 Holdings

Top 10 represent 3.5% of the fund.

1
SMCISuper Micro Computer
0.45%
2
INSMInsmed Inc.
0.40%
3
FNFFidelity National Financial
0.38%
4
PCVXVaxcyte Inc.
0.36%
5
ELSEquity LifeStyle Properties
0.34%
6
CSWICSW Industrials
0.33%
7
MTDRMatador Resources
0.32%
8
CHDNChurchill Downs Inc.
0.31%
9
MEDPMedpace Holdings
0.30%
10
LNTHLantheus Holdings
0.28%

Sector Breakdown

Financials
17%
Healthcare
15%
Industrials
15%
Technology
14%
Consumer Discretionary
10%
Energy
6%
Real Estate
6%
Consumer Staples
4%

Source: Official issuer data · Last updated: 2026-04-17

Backtest this ETFOfficial Fund Page

Who Is This ETF For?

✓General portfolio building block for the asset class it covers.

Key Risks to Consider

• Market risk: equity values can drop 30-50% in severe bear markets.

• Non-UCITS: may have unfavorable tax treatment for non-US investors (US estate tax, withholding tax).

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Data & Methodology

Metadata sourced from official issuer documentation. Price data from Yahoo Finance (monthly adjusted close, includes reinvested dividends and splits). AUM figures are approximate and updated quarterly.

Data source: Yahoo Finance (adjusted close), Schwab (metadata)Last verified: 2026-04-17