Schwab Strategic Trust Etf Profile

STCE Etf  USD 52.21  0.68  1.32%   

Performance

13 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 9

 
High
 
Low
Low
Schwab Strategic is trading at 52.21 as of the 21st of November 2024, a 1.32 percent increase since the beginning of the trading day. The etf's lowest day price was 51.52. Schwab Strategic has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for Schwab Strategic Trust are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 22nd of October 2024 and ending today, the 21st of November 2024. Click here to learn more.
The fund will not invest in cryptocurrency or digital assets directly. Schwab Crypto is traded on NYSEARCA Exchange in the United States. More on Schwab Strategic Trust

Moving together with Schwab Etf

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  0.99BLOK Amplify TransformationalPairCorr
  0.93BLCN Siren Nasdaq NexGenPairCorr
  1.0BITQ Bitwise Crypto IndustryPairCorr

Moving against Schwab Etf

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  0.71VEA Vanguard FTSE DevelopedPairCorr

Schwab Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationStrategy ETFs, Theme ETFs, Digital Assets, Schwab ETFs (View all Sectors)
IssuerCharles Schwab
Inception Date2022-08-04
BenchmarkSchwab Crypto Thematic Index
Entity TypeRegulated Investment Company
Asset Under Management77.86 Million
Asset TypeEquity
CategoryStrategy
FocusTheme
Market ConcentrationBlended Development
RegionGlobal
AdministratorCharles Schwab Investment Management, Inc.
AdvisorCharles Schwab Investment Management, Inc.
CustodianState Street Bank and Trust Company
DistributorSEI Investments Distribution Co.
Portfolio ManagerChristopher Bliss, Chuck Craig, David Rios
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Mar
ExchangeNYSE Arca, Inc.
Number of Constituents53.0
Market MakerFlow Traders
Total Expense0.3
Management Fee0.3
200 Day M A36.6468
Country NameUSA
50 Day M A38.945
CodeSTCE
Updated At21st of November 2024
Returns Y T D62.36
NameSchwab Strategic Trust - Schwab Crypto Economy ETF
Currency NameUS Dollar
Currency CodeUSD
Open FigiBBG0169W8CJ0
TypeETF
1y Volatility60.67
Schwab Strategic Trust [STCE] is traded in USA and was established 2022-08-03. The fund is listed under Digital Assets category and is part of Schwab ETFs family. The entity is thematically classified as Strategy ETFs. Schwab Strategic Trust at this time have 6.95 M in assets. , while the total return for the last year was 138.4%.
Check Schwab Strategic Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Schwab Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Schwab Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Schwab Strategic Trust Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Schwab Strategic Trust Currency Exposure

Schwab Strategic Trust holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Schwab Strategic will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Schwab Strategic Trust.

Top Schwab Strategic Trust Etf Constituents

IBKRInteractive Brokers GroupStockFinancials
GLXYGalaxy Digital HoldingsStockFinancials
CIFRCipher MiningStockFinancials
BGCBGC GroupStockFinancials
SNEXStonex GroupStockFinancials
CLSKCleanSparkStockInformation Technology
OPRAOperaStockInformation Technology
MSTRMicroStrategy IncorporatedStockInformation Technology
More Details

Schwab Strategic Trust Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Schwab Strategic. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Schwab Strategic Against Markets

When determining whether Schwab Strategic Trust is a strong investment it is important to analyze Schwab Strategic's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Schwab Strategic's future performance. For an informed investment choice regarding Schwab Etf, refer to the following important reports:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab Strategic Trust. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators.
You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
The market value of Schwab Strategic Trust is measured differently than its book value, which is the value of Schwab that is recorded on the company's balance sheet. Investors also form their own opinion of Schwab Strategic's value that differs from its market value or its book value, called intrinsic value, which is Schwab Strategic's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Schwab Strategic's market value can be influenced by many factors that don't directly affect Schwab Strategic's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Schwab Strategic's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Strategic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Strategic's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.