Schwab U.S. Small-Cap ETF

SCHWAB STRATEGIC TRUST · Series S000026636 · 1 share classes

Equity fund · 100% stocks
One fund, 1 share classes:SCHA
$20.75B NAV
1,722 positions · as of 2026-02-28 · filed 2026-04-24
data updated 2026-08-10

Fund profile

As filed in the prospectus · 2025 Q4

The funds goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Small-Cap Total Stock Market Index.

Strategy · summarised

The fund tracks the Dow Jones U.S. Small-Cap Total Stock Market Index, which comprises the 751st through 2,500th largest U.S. companies by market capitalization, by holding substantially all index constituents at the same weights. The investment adviser may use sampling techniques—holding a subset of index securities expected to perform similarly to the full index—when it believes doing so will better track the index or serve the fund's interests. Because the fund may employ sampling rather than full replication, its performance may diverge from the index.

Expenses
0.03%one share class
Share classExpense ratioAs of
SCHA0.03%2026 Q2

Portfolio turnover 11.00% · as of 2025 Q4

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q1

101.16%
of net assets
Stocks99.62%
Cash & short-term1.54%
Derivatives-0.00%

The outer band is exposure held short — written against the portfolio rather than part of it, which is why it sits outside the ring and why the two are never netted into one figure.

Derivatives are shown at market value, not notional exposure.

Latest quarter

What changed since the fund's previous filing

vs 2025Q4: 29 new45 exited

Largest new: PNFP, SOLS, LLYVK, INDV, LGN, DFTX, KDK, ALH

Largest exited: Avidity Biosciences Inc, Frontier Communications Parent Inc, Cadence Bank, Pinnacle Financial Partners Inc, Synovus Financial Corp, Liberty Media Corp-Liberty Live, Spirit AeroSystems Holdings Inc, Indivior PLC

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Feb 2026

1-year
3-year
5-year
Volatility
Worst 3-yr fall
Cumulative return· Mar 2023 – Feb 2026

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Sandisk CorpSNDK2.19%$455.37M
State Street Institutional US Government Money Market Fund1.54%$319.98M
Lumentum Holdings IncLITE1.16%$241.32M
ATI IncATI0.52%$107.88M
Revolution Medicines IncRVMD0.43%$89.98M
Rocket Cos IncRKT0.41%$85.47M
Coeur Mining IncCDE0.41%$84.63M
Hecla Mining CoHL0.39%$81.02M
MKS IncMKSI0.38%$79.68M
MACOM Technology Solutions Holdings IncMTSI0.37%$77.12M
Showing 10 of 1,722Sign in to see more

Top 10 positions are 7.82% of net assets, top 25 12.37%, across 1.7K issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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