Schwab U.S. Small-Cap ETF™

Shareclass
Schwab US Small-Cap ETF™ (SCHA)
Type
Exchange-traded fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Schwab U.S. Small-Cap ETF™

FUND COVERAGE
# of holdings734
% of assets75%
Score
39 / 100
Rank

29.6 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #771 out of 1,094

Grade
D

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

20 / 40

Gender Equality: Equal Compensation and Work Life Balance

4 / 30

Gender Equality: Policies Promoting Gender Equality

16 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. New York Times Co Class A
         % of fund invested: 0.24%
         $USD invested: $45.01M
  • 2. VF Corp
         % of fund invested: 0.12%
         $USD invested: $22.96M
  • 3. Coty Inc Class A
         % of fund invested: 0.04%
         $USD invested: $7.17M
  • 4. Science Applications International Corp
         % of fund invested: 0.12%
         $USD invested: $22.18M
  • 5. WEX Inc
         % of fund invested: 0.14%
         $USD invested: $26.69M
  • 6. The Chemours Co
         % of fund invested: 0.06%
         $USD invested: $11.3M
  • 7. The Wendy's Co Class A
         % of fund invested: 0.04%
         $USD invested: $6.97M
  • 8. Workiva Inc Class A
         % of fund invested: 0.11%
         $USD invested: $21.53M
  • 9. Lyft Inc Class A
         % of fund invested: 0.23%
         $USD invested: $44.19M
  • 10. Novanta Inc
         % of fund invested: 0.09%
         $USD invested: $17.47M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. GRAIL Inc
         % of fund invested: 0.04%
         $USD invested: $7.79M
  • 2. Red Rock Resorts Inc Class A
         % of fund invested: 0.08%
         $USD invested: $14.62M
  • 3. TG Therapeutics Inc
         % of fund invested: 0.13%
         $USD invested: $24.2M
  • 4. Trump Media & Technology Group Corp
         % of fund invested: 0.07%
         $USD invested: $13.16M
  • 5. EchoStar Corp Class A
         % of fund invested: 0.25%
         $USD invested: $47.97M
  • 6. Rithm Capital Corp
         % of fund invested: 0.16%
         $USD invested: $29.59M
  • 7. Construction Partners Inc Class A
         % of fund invested: 0.15%
         $USD invested: $29.28M
  • 8. Core Scientific Inc Ordinary Shares - New
         % of fund invested: 0.14%
         $USD invested: $25.63M
  • 9. OPKO Health Inc
         % of fund invested: 0.02%
         $USD invested: $3.15M
  • 10. Servisfirst Bancshares Inc
         % of fund invested: 0.1%
         $USD invested: $19.87M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Schwab U.S. Small-Cap ETF™

Totals

Holdings
Assets
Weight
Prisons
11
$155.19M
0.82%
     Prisons high risk
5
$35.02M
0.19%
     Private prisons
2
$25.26M
0.13%
Borders
11
$185.63M
0.98%
     Borders high risk
6
$76.96M
0.41%
Total
16
$240.67M
1.27%
Full fund results

Holdings — 16 flagged holdings

1.
Pinnacle Financial Partners Inc
Prisons
Borders
$35.28M
0.19%
Prisons
Borders :
$35.28M
0.19%
2.
Synovus Financial Corp
Prisons
Borders
$33.21M
0.18%
Prisons
Borders :
$33.21M
0.18%
3.
Granite Construction Inc
Borders
$23.12M
0.12%
Borders :
$23.12M
0.12%
4.
Science Applications International Corp
Borders
$22.18M
0.12%
Borders :
$22.18M
0.12%
5.
Cal-Maine Foods Inc
Prisons
$21.25M
0.11%
Prisons
$21.25M
0.11%
6.
OSI Systems Inc
Borders
$18.2M
0.1%
Borders :
$18.2M
0.1%
7.
Polaris Inc
Borders
$15.38M
0.08%
Borders :
$15.38M
0.08%
8.
The GEO Group Inc
Prisons
Borders
$14.1M
0.07%
Prisons
Borders :
$14.1M
0.07%
9.
The Western Union Co
Prisons
$12.51M
0.07%
Prisons
$12.51M
0.07%
10.
CoreCivic Inc
Prisons
Borders
$11.16M
0.06%
Prisons
Borders :
$11.16M
0.06%
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