Schwab International Small-Cap Equity ETF (SCHC) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Schwab International Small-Cap Equity ETF (SCHC) trades at $50.94 with AI Score 47/100 (Grade C). Schwab International Small-Cap Equity ETF (SCHC) aims to replicate the FTSE Developed Small Cap ex US Liquid Index. Market cap: $5.62B, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 18, 2026Analyst Coverage for SCHC: SCHC does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates SCHC against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
SCHC: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Schwab International Small-Cap Equity ETF (SCHC) Financial Services Profile
Schwab International Small-Cap Equity ETF (SCHC) offers investors access to developed small-cap equities outside the U.S., tracking the FTSE Developed Small Cap ex US Liquid Index. With a $5.62B market cap and a beta of 1.18, SCHC provides diversified international exposure within the asset management sector, though it offers no dividend yield.
What Is the Investment Thesis for SCHC?
SCHC presents a compelling avenue for investors seeking international small-cap exposure. Its primary value driver is its ability to closely track the FTSE Developed Small Cap ex US Liquid Index, providing diversified access to developed markets outside the U.S. The ETF's expense ratio is competitive, making it a cost-effective option for gaining exposure to this asset class. A key growth catalyst is the increasing interest in international diversification among investors, particularly as global economic growth patterns shift. However, potential risks include currency fluctuations and geopolitical instability, which could impact the performance of the underlying holdings. The ETF's beta of 1.18 suggests it may exhibit slightly higher volatility compared to the broader market. While SCHC does not offer a dividend yield, its focus on capital appreciation through small-cap growth could appeal to investors with a longer-term investment horizon.
Based on FMP financials and quantitative analysis
SCHC Key Highlights
Market Cap of $5.62B indicates a substantial presence in the international small-cap ETF market.
- Beta of 1.18 suggests slightly higher volatility compared to the overall market.
- Tracks the FTSE Developed Small Cap ex US Liquid Index, providing exposure to developed markets outside the U.S.
- Offers diversification benefits by investing in a broad array of small-cap companies across various sectors.
- No dividend yield may appeal to investors focused on capital appreciation rather than income.
Who Are SCHC's Competitors?
SCHC is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| DFSV Dimensional - US Small Cap Value ETF | $40.00 | -0.77% | $7.99B | 47 |
| DSI iShares ESG MSCI KLD 400 ETF | $145.66 | -0.57% | $5.42B | 47 |
| EEMV iShares MSCI Emerging Markets Min Vol Factor ETF | $74.75 | -0.01% | $3.60B | 47 |
| EUFN iShares MSCI Europe Financials ETF | $41.91 | -0.07% | $5.22B | 47 |
| GSIE Goldman Sachs ActiveBeta International Equity ETF | $47.74 | -0.48% | $5.90B | 47 |
| HLNE Hamilton Lane Incorporated | $104.06 | -0.76% | $5.78B | 90 |
| OTF Blue Owl Technology Finance Corp. | $11.16 | +0.36% | $5.16B | 75 |
| FHI Federated Hermes, Inc. | $63.13 | -1.33% | $4.79B | 98 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SCHC's Key Strengths?
Low expense ratio
- Diversified exposure to international small-cap equities
- Strong brand recognition of Charles Schwab
- Passively managed, tracking the FTSE Developed Small Cap ex US Liquid Index
What Are SCHC's Weaknesses?
No dividend yield
- Exposure to currency fluctuations
- Potential for higher volatility compared to large-cap stocks
- Dependence on the performance of the underlying index
What Could Drive SCHC Stock Higher?
Increasing investor interest in international diversification.
- Growing demand for low-cost ETF investment options.
- Potential economic recovery in developed markets outside the U.S. (2026-2027).
- New product launches in the international small-cap space (2026).
What Are the Key Risks for SCHC?
Currency fluctuations impacting returns.
- Geopolitical instability affecting international markets.
- Economic slowdown in developed markets.
- Competition from other ETF providers.
- Tracking error relative to the FTSE Developed Small Cap ex US Liquid Index.
What Are the Growth Opportunities for SCHC?
- Expansion into Emerging Markets: SCHC could broaden its investment mandate to include small-cap equities in emerging markets. The emerging market small-cap segment represents a significant growth opportunity, with the MSCI Emerging Markets Small Cap Index having a market capitalization of over $500 billion as of 2026. This expansion could attract investors seeking higher growth potential, although it would also introduce additional risks associated with emerging markets. Timeline: 2-3 years.
- Development of Thematic ETFs: SCHC could launch thematic ETFs focused on specific sectors or trends within the international small-cap space, such as technology, healthcare, or renewable energy. Thematic ETFs are gaining popularity as investors seek to align their investments with specific themes. The global thematic ETF market is projected to reach $400 billion by 2027. This strategy could attract investors with specific investment preferences. Timeline: 1-2 years.
- Enhanced Marketing and Distribution: SCHC could increase its marketing efforts to raise awareness among investors and financial advisors. This could involve targeted advertising, educational content, and partnerships with brokerage firms. Increased visibility could lead to higher inflows and asset growth. The ETF industry is highly competitive, and effective marketing is crucial for attracting investors. Timeline: Ongoing.
- Strategic Partnerships: SCHC could form strategic partnerships with other financial institutions to expand its distribution network and reach new investors. This could involve partnering with wealth management firms, online brokers, or retirement plan providers. Strategic partnerships can provide access to a wider pool of potential investors. Timeline: 1-2 years.
- Customized Indexing: SCHC could offer customized indexing solutions for institutional investors seeking tailored exposure to the international small-cap market. This could involve creating custom indices based on specific investment criteria, such as ESG factors or sector allocations. Customized indexing is a growing trend in the asset management industry, as institutional investors seek to optimize their portfolios. Timeline: 2-3 years.
What Are SCHC's Competitive Advantages?
- Brand recognition of Charles Schwab Investment Management.
- Low expense ratio compared to actively managed funds.
- Established track record of tracking the FTSE Developed Small Cap ex US Liquid Index.
What Does SCHC Do?
Schwab International Small-Cap Equity ETF (SCHC) is designed to mirror the performance of the FTSE Developed Small Cap ex US Liquid Index. This index comprises small-capitalization companies located in developed countries, excluding the United States. SCHC offers investors a way to diversify their portfolios internationally, specifically targeting the small-cap segment, which can offer different growth characteristics compared to large-cap stocks. The ETF operates under the umbrella of Charles Schwab Investment Management, a well-established asset management firm. SCHC's primary objective is to provide investment results that closely correspond to the index's total return, before fees and expenses. By focusing on developed markets outside the U.S., SCHC allows investors to tap into economic growth and investment opportunities in regions such as Europe, Asia-Pacific, and Canada. The fund's holdings consist of a broad array of companies across various sectors, providing diversification within the small-cap space. SCHC is passively managed, meaning its portfolio composition is determined by the underlying index, reducing the need for active stock selection. This approach typically results in lower management fees compared to actively managed funds. As of 2026, SCHC has a market capitalization of $5.62B, reflecting its significant presence in the international small-cap ETF market.
What Products and Services Does SCHC Offer?
- Tracks the performance of the FTSE Developed Small Cap ex US Liquid Index.
- Provides exposure to small-capitalization companies in developed countries outside the United States.
- Offers a diversified portfolio of international small-cap equities.
- Operates as a passively managed ETF, minimizing active stock selection.
- Provides a cost-effective way to gain international small-cap exposure.
- Allows investors to diversify their portfolios internationally.
- Offers daily liquidity and transparency.
How Does SCHC Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Fees are typically a small percentage of the total AUM.
- Passively managed, aiming to replicate the index performance.
What Industry Does SCHC Operate In?
The asset management industry is characterized by intense competition and evolving investor preferences. ETFs like SCHC are gaining popularity due to their low cost and transparency. The global ETF market is experiencing significant growth, driven by increasing demand for passive investment strategies. SCHC operates in the international equity segment, competing with other ETFs that offer similar exposure. The fund's success depends on its ability to accurately track its benchmark index and attract investors seeking diversified international small-cap exposure. Key trends in the industry include the rise of sustainable investing and the increasing adoption of technology to enhance investment processes.
Who Are SCHC's Key Customers?
- Individual investors seeking international diversification.
- Financial advisors building portfolios for their clients.
- Institutional investors seeking exposure to international small-cap equities.
Schwab International Small-Cap Equity ETF (SCHC) Valuation Context
Valued at $5.62B, SCHC is classified as a mid-cap stock. Relative to its peer group, SCHC's quantitative score of 47/100 is roughly in line with the peer average of 47/100.
Key Financial Metrics
Return on equity for Schwab International Small-Cap Equity ETF stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. SCHC trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
SCHC Financials
Bull Case vs Bear Case
Bull Case
- Low expense ratio
- Diversified exposure to international small-cap equities
- Strong brand recognition of Charles Schwab
- Passively managed, tracking the FTSE Developed Small Cap ex US Liquid Index
Bear Case
- No dividend yield
- Exposure to currency fluctuations
- Potential for higher volatility compared to large-cap stocks
- Dependence on the performance of the underlying index
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
SCHC Latest News
No recent news available for SCHC.
SCHC Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SCHC.
Price Targets
Wall Street price target analysis for SCHC.
SCHC MoonshotScore
What does this score mean?
The MoonshotScore rates SCHC 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Schwab International Small-Cap Equity ETF Financial Services Stock: Key Questions Answered
What does the AI Score mean for SCHC?
SCHC holds an AI Score of 47/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Schwab International Small-Cap Equity ETF (SCHC) aims to replicate the FTSE Developed Small Cap ex US Liquid Index. With a market cap of $5.62B, it provides exposure to international small-cap …
What does Schwab International Small-Cap Equity ETF do?
Schwab International Small-Cap Equity ETF (SCHC) is an exchange-traded fund designed to replicate the performance of the FTSE Developed Small Cap ex US Liquid Index. It provides investors with exposure to a diversified portfolio of small-capitalization companies located in developed countries, excluding the United States.
What do analysts say about SCHC stock?
Analyst coverage of SCHC typically focuses on its ability to track the FTSE Developed Small Cap ex US Liquid Index, its expense ratio, and its exposure to international small-cap equities. Key valuation metrics include the ETF's price-to-earnings ratio and price-to-book ratio, which are compared to the underlying index and its peers.
What are the main risks for SCHC?
The main risks for SCHC include currency fluctuations, as the ETF invests in companies located in various countries with different currencies. Changes in exchange rates can impact the ETF's returns. Geopolitical instability is another risk, as events such as political unrest or trade wars can negatively affect international markets.
How does Schwab International Small-Cap Equity ETF generate revenue?
Schwab International Small-Cap Equity ETF generates revenue primarily through management fees charged on its assets under management (AUM). These fees are typically a small percentage of the total AUM and are used to cover the costs of managing the fund, including administrative expenses, marketing, and investment research.
How is Schwab International Small-Cap Equity ETF adapting to regulatory changes in financial services?
As an ETF operating within the financial services sector, Schwab International Small-Cap Equity ETF must adhere to various regulatory requirements, including those set forth by the Securities and Exchange Commission (SEC). These regulations cover areas such as fund transparency, investor protection, and market integrity.
What are the key factors to evaluate for SCHC?
Schwab International Small-Cap Equity ETF (SCHC) holds an AI score of 47/100 (low). SCHC presents a compelling avenue for investors seeking international small-cap exposure. Not financial advice.
How frequently does SCHC data refresh on this page?
SCHC's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven SCHC's recent stock price performance?
Schwab International Small-Cap Equity ETF (SCHC) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Low expense ratio. See the News tab for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
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- The information provided is based on available data and is subject to change.
- Investment decisions should be made based on individual circumstances and risk tolerance.