Schwab Fundamental U.S. Small Company ETF

Schwab·Tracks Russell RAFI US Small Company Index·Inception Aug 15, 2013

Expense ratio
0.25%
25.0 bps
Net assets
$9.10B
TTM yield
1.15%
Last price
$36.19
as of Sep 10, 2026

Composite score

87/ 100
Cost75

Based on a 0.25% expense ratio.

Liquidity98

Based on $9.10B in net assets.

Concentration100

Top-10 holdings represent 5.7% of net assets.

Tax efficiency88

US Small Cap base · ETF wrapper · 1.15% TTM yield.

The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. Seemethodologyfor formulas, thetracking-qualitypartial-coverage rationale, and the dimensions we deliberatelydon't score(methodology v0.5.1).

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Top holdings

931 total holdings· as of May 31, 2026
#HoldingWeight
1State Street Institutional US Government Money Market Fund0.99%
2Lumentum Holdings Inc0.92%
3Viasat Inc0.57%
4Coherent Corp0.54%
5MKS Inc0.52%
6Amkor Technology Inc0.49%
7TTM Technologies Inc0.43%
8EchoStar Corp0.42%
9Compass Inc0.41%
10Comfort Systems USA Inc0.41%

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Holdings sourced fromSEC Form N-PORT-P(accession 0001410368-26-075023).