SCHASchwab U.S. Small-Cap ETF
Tracks the total return of the Dow Jones U.S. Small-Cap Total Stock Market Index.
By Schwab ETFs · Launched 2009
Annual Cost
0.03%
#40 of 5,861 · low cost
Fund Size
$24.2B
#132 of 5,861 · large
Return (1Y)Goal
+30.5%
Track Record
16 years
#695 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,951+29.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Small
Strategy
Index tracking
Index tracked
Dow Jones US Small-Cap Total Stock Market Index
What it actually holds
By weightConcentration
Top 10 holdings = 7.7% of fund✓ well diversified
Sandisk Corp/DE
2.2%
State Street Institutional US Government Money Market Fund
1.5%
Lumentum Holdings Inc
1.2%
ATI Inc
0.5%
Revolution Medicines Inc
0.4%
Rocket Cos Inc
0.4%
Coeur Mining Inc
0.4%
Hecla Mining Co
0.4%
MKS Inc
0.4%
MACOM Technology Solutions Holdings Inc
0.4%
Asset allocation
Stocks
99.8%
Cash
0.2%
By sector
Technology
23.2%
Industrials
15.5%
Healthcare
15.4%
Financial Services
15.0%
Consumer Cyclical
9.6%
Real Estate
6.2%
Energy
4.0%
Basic Materials
4.0%
Other
7.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
19.3%Moderate
Year-on-year price swings
Max drawdown
-42.4%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.61Decent risk-adjusted returns
Sortino (3Y)
0.91Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the total return of the Dow Jones U.S. Small-Cap Total Stock Market Index.
- Strategy
- Invests primarily in U.S. small-cap stocks included in the Dow Jones U.S. Small-Cap Total Stock Market Index, aiming to replicate the index's performance. The fund generally holds stocks ranked 751-2,500 by market capitalization and may use sampling techniques to achieve its investment objective.
- Inception date
- November 3, 2009
- Fund family
- Schwab ETFs
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Data updated on 2026-08-04