Overview
The Dow Jones US Small-Cap Total Stock Market Index at 0.04% — among the cheapest small-cap funds in existence.
Top Holdings
| Ticker | Holding | Weight |
|---|---|---|
| — | ~1,750 small caps, max weight <0.5% | Diversified |
| — | Industrials & financials heaviest | ~35% |
Fund Details
Investment Thesis
SCHA is the Schwab ecosystem's small-cap workhorse: broader than the Russell 2000, cheaper than almost everything, and free to trade at Schwab. Its Dow Jones index reaches slightly larger than Russell's, which has historically helped returns by dodging the smallest, weakest names. The +36.7% year — the strongest of any broad US fund in this portal — is the small-cap rebound arriving in force.
Who It's For
Cost-first investors building a permanent small-cap allocation, especially inside Schwab accounts. Compare with VB and IJR — the three are close cousins with different index quirks.
10-Year History
| Year | Close | % Chg |
|---|---|---|
| 2016 | $13.59 | -- |
| 2017 | $15.37 | +13.1% |
| 2018 | $14.05 | -8.6% |
| 2019 | $17.24 | +22.7% |
| 2020 | $19.17 | +11.2% |
| 2021 | $24.27 | +26.6% |
| 2022 | $20.34 | -16.2% |
| 2023 | $23.60 | +16.0% |
| 2024 | $26.33 | +11.6% |
| 2025 | $28.54 | +8.4% |
| Year | Yield |
|---|---|
| 2016 | 1.35% |
| 2017 | 1.40% |
| 2018 | 1.28% |
| 2019 | 1.32% |
| 2020 | 1.21% |
| 2021 | 1.25% |
| 2022 | 1.14% |
| 2023 | 1.18% |
| 2024 | 1.07% |
| 2025 | 1.07% |
| Year | AUM | % Chg |
|---|---|---|
| 2016 | $5.0B | -- |
| 2017 | $5.8B | +16.0% |
| 2018 | $6.6B | +13.8% |
| 2019 | $7.7B | +16.7% |
| 2020 | $8.8B | +14.3% |
| 2021 | $10B | +13.6% |
| 2022 | $12B | +20.0% |
| 2023 | $14B | +16.7% |
| 2024 | $16B | +14.3% |
| 2025 | $18B | +12.5% |
Historical figures are ETFHub estimates modelled from asset-class return patterns and may differ from official fund records. Data as of August 2026.
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