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

Schwab U.S. Small-Cap ETF (SCHA) ETF analysis covering performance, holdings context, risk, drawdowns, volatility, momentum, dividends, valuation exposure, and the current AlgovestIQ assessment.

SCHA ETF Analysis Summary

Schwab U.S. Small-Cap ETF (SCHA) currently has an AIQ Score of 55/100, indicating a neutral setup. Risk is the strongest factor at 78/100. Momentum is the weakest current factor at 35/100. Performance, momentum, risk, distribution, and exposure evidence should be read together at the latest market-close snapshot.

Updated Sep 5, 2026 · Market-close data

SCHA at a Glance

Crawlable current metrics from the latest market-close ETF snapshot.

MetricCurrent
Price$34.55
AIQ Score55/100
Overall ViewNeutral
Technical Analysis ConsensusNeutral
Fund Size$22.56B
Expense Ratio0.03%
Holdings Count1,707
NAV$34.03
Asset ClassEquity
Primary ExposureBasic Materials (4.23%)
IssuerSchwab
DomicileUS
Inception DateNov 3, 2009
Distribution Yield0.36%
Beta1.11
Average Volume3.94M
52-week range$26.46-$36.20
RSI 1433.77
50-Day SMA$34.59
200-Day SMA$31.78
Risk Score78/100
Momentum Score35/100
Value Exposure Score51/100
As of Sep 5, 2026 · Market close
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SCHA

Overview
Schwab U.S. Small-Cap ETF
Financial Services· Asset Management
AIQ Score
NeutralAIQ Edge 6/10
Low Priority
Above Peers
Score data as of Sep 4, 2026
Last price
$34.55
+$0.34 (+0.99%)
Latest market quote
Momentum35
Value51
Quality64
Risk Resilience78
Sentiment
View financial data

SCHA ETF Analysis Summary

Schwab U.S. Small-Cap ETF (SCHA) currently has an AIQ Score of 55/100, indicating a neutral setup. Risk resilience is the strongest factor at 78/100. Momentum is the weakest current factor at 35/100. Performance, exposure, distribution, momentum, and risk evidence should be read together at the latest market-close snapshot.

Updated Sep 4, 2026 · Market-close data
AIQ Composite Posture: Mixed

In a neutral regime, SCHA has AIQ Score of 55/100 with Risk resilience base of 78/100 and fading Momentum at 35/100. Wait for component alignment before adding exposure.

Signal Conflict Detected

Risk resilience (78/100) leads while Momentum (35/100) lags. This cross-factor spread creates entry timing uncertainty.

Financial Services · 0.99% ETF move · SCHA classified in Asset Management.

Current Evidence

NeutralSCHA is in a neutral AIQ regime; Risk resilience is the strongest visible factor at 78/100.
Core coverage reflects visible evidence only

AlgovestIQ Evidence Summary

Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.

Is SCHA Bullish or Bearish Right Now?

SCHA currently has a neutral overall setup. Risk Resilience is the strongest factor at 78/100, while Momentum is weakest at 35/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.

Bull Case
  • - Quality is supportive at 64/100.
  • - Risk Resilience is supportive at 78/100.
  • - Technical consensus has more buy votes than sell votes (18 vs 14).
Bear Case
  • - Momentum is weak at 35/100.

Current Consensus

SCHA's Technical Analysis Consensus is currently Neutral, with 18 buy, 13 neutral, and 14 sell votes. SCHA's 14-day RSI is 33.77, which places the ETF in a weaker momentum range. SCHA's beta is 1.11, indicating market sensitivity broadly in line with the market.

Signal Confidence
Moderate agreement

What Changed in SCHA?

Recent score-change history is not available in the current snapshot. These are the latest market-close scores instead.

AIQ Score
55/100
Momentum
35/100
Quality
64/100
Risk
78/100

What Would Change the SCHA Outlook?

The current neutral outlook could improve if AIQ moves above 70, momentum recovers, risk resilience improves, and price confirms a stronger trend above the 50-day and 200-day moving averages. It would weaken if AIQ falls below 40, price loses long-term moving-average support, distribution or liquidity context deteriorates, or risk evidence worsens.

Bullish confirmation

AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive market-context evidence.

Bearish deterioration

AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.

SCHA Decision Framework

Public evidence layers, setup checks, and risk context for Schwab U.S. Small-Cap ETF.

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

Schwab U.S. Small-Cap ETF has an AIQ Score of 55/100 in a Neutral regime. Risk is strongest at 78/100. Beta is 1.11, above market sensitivity. Review the supporting etf factors together before drawing a conclusion from any single score.

Evidence LayerPublic Evidence
Regime ContextSCHA is in a Neutral AIQ regime with score 55/100.
Signal ConflictThe primary conflict is that risk leads at 78/100 while momentum lags at 35/100.
Factor EvidenceMomentum 35/100 · Value 51/100 · Quality 64/100 · Risk 78/100
PersistenceCurrent snapshot evidence is shown; historical persistence remains in AIQ Pro.

Current Setup Checklist

Factor strengthPass

Risk is the strongest factor at 78/100.

TimingFail

Momentum is 35/100 and RSI (14) is 33.8.

Regime fitWait

SCHA is in a Neutral regime at 55/100.

Risk controlPass

Risk factor is 78/100 with beta 1.11 and annual volatility 19.04%.

ConflictWait

Current conflict: risk leads at 78/100 while momentum lags at 35/100.

AIQ Score
55/100
Price
$34.55
Beta
1.11
RSI (14)
33.8

SCHA Research Cluster

ETF-specific paths for performance, risk, distributions, market context, data, comparisons, and news.

SCHA ETF Analytics

SCHA holdings context, yield, risk, valuation exposure, momentum, and AIQ evidence.

Fund size
$22.56B
Expense ratio
0.03%
Distribution yield
1.04%
View SCHA ETF analytics

SCHA Technical Analysis

SCHA technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.

Technical Analysis Consensus
Neutral
RSI 14
33.77
Price vs SMA-50
-0.11%
View full SCHA technical analysis

SCHA ETF Market Context

Track SCHA market context, news pressure, trend changes, income events, and current allocation evidence.

AIQ Score
55/100
Momentum
35/100
Primary exposure
Basic Materials (4.23%)
View SCHA ETF context

SCHA Distribution Analysis

SCHA distribution yield, annualized distributions, payment history, and income context.

Dividend yield
1.04%
Annual dividend
$0.36
Frequency
View SCHA distribution history

SCHA ETF Data

SCHA available fund data, market metrics, technical readings, risk measures, and AIQ evidence.

Issuer
Schwab
Holdings
1,707
NAV
$34.03
View SCHA ETF data

SCHA Risk Analysis

SCHA volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.

Beta
1.11
Risk score
78/100
Average volume
3.94M
View SCHA risk analysis

SCHA ETF News

SCHA ETF news, market tone, recent headlines, and catalyst context.

News items
0
Updated
Sentiment
Read SCHA ETF news

SCHA vs Broad Market / Index Peers

Current peer cohort: SCHA · SCHB · SCHX · SPLG · SPMD. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.

PeerAIQValueMomentumRiskSharpe1Y VolatilityCompare
SCHA
Current ETF
55/10051/10035/10078/1001.119.04%Current
SCHB
Schwab U.S. Broad Market ETF
60/10037/10058/10088/1001.0713.05%SCHA vs SCHB
SCHX
Schwab U.S. Large-Cap ETF
61/10037/10059/10089/1001.0512.89%SCHA vs SCHX
SPLG
SPDR Portfolio S&P 500 ETF
64/10032/100100/1002.7610.37%SCHA vs SPLG
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
53/10047/10032/10085/1000.7515.41%SCHA vs SPMD
Pairwise Compare links: SCHB · SCHX · SPLG · SPMDSCHA vs SCHBSCHA vs SCHXSCHA vs SPLGSCHA vs SPMDCompare cohort

Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Sep 4, 2026.

About the AIQ Score

Methodology for the current ETF evidence.

As of Sep 5, 2026 · Market close

The AlgovestIQ AIQ Score combines multiple dimensions of ETF evidence, including momentum, valuation exposure, quality, risk resilience, sentiment context, and timing signals. It is a descriptive research score, not a guarantee of future performance or a personalized recommendation.

View AIQ methodology

Factor Diagnostics

A compact bridge from the AIQ score to the evidence tabs.

Calculator
Calculate a SCHA ETF return scenario

Open the return calculator with ETF context while purchase price, shares, dates and fees remain user inputs.

Calculate ETF return

AIQ Component Profile

Compare the five component scores on one consistent 0–100 scale.

Catalyst preview

Review earnings timing, revisions, news pressure, and prior event reactions in one place.

Open catalysts
Quarterly evidence

No quarterly financial rows in this snapshot.

Checked Sep 5, 2026

AIQ Pro

Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.

ETF Analytics Snapshot

Current ETF evidence uses fund profile, cost, size, distribution, momentum, and risk fields.

Price
$34.55
As of Sep 4, 2026
Fund size
$22.56B
Expense ratio
0.03%
Distribution yield
0.36%
Schwab ETF evidence

ETF pages use fund-native profile fields for cost, size, liquidity, holdings breadth, NAV, issuer, and launch date.

Review ETF analytics
Holdings
1,707
NAV
$34.03
Average volume
3.94M
Inception
Nov 3, 2009
Asset class
Equity
Primary exposure
Basic Materials (4.23%)
Beta
1.11
Momentum score
35/100

Market Confirmation

Technicals are summarized first, with the indicator library behind it.

Trend
Mixed
Momentum
Bearish
RSI 14
33.77
MACD
-0.09

Risk Alignment

Higher resilience is stronger; exposure metrics stay separate.

Resilience
78/100
Beta
1.11
Annual volatility
19.04%
Max drawdown
-9.62%

SCHA ETF FAQ

What is SCHA ETF price today?

SCHA is currently shown at $34.55. Use the live quote with the 52-week range and AIQ context before comparing funds.

What is SCHA's 52-week high and low?

SCHA's 52-week range is $26.46 to $36.20 based on the latest completed market-close snapshot from Sep 4, 2026. A price near either extreme should be evaluated with volatility and trend evidence.

Does SCHA pay a dividend?

SCHA's current distribution yield is 0.36% based on the latest completed market-close snapshot from Sep 4, 2026. For ETFs, dividend yield should be compared with expense ratio, holdings, and risk.

What should investors compare before buying SCHA?

Compare SCHA's price trend, expense profile, yield, holdings exposure, volatility, and AIQ signal. ETF decisions should focus on portfolio fit as much as current momentum.