Schwab Strategic Financial Statements From 2010 to 2024
| SAEF Etf | USD 28.99 0.14 0.48% |
Check Schwab Strategic financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Schwab Strategic's main balance sheet or income statement drivers, such as , as well as many indicators such as . Schwab financial statements analysis is a perfect complement when working with Schwab Strategic Valuation or Volatility modules.
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Schwab Strategic Trust ETF One Year Return Analysis
Schwab Strategic's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Schwab Strategic One Year Return | 36.70 % |
Most of Schwab Strategic's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Schwab Strategic Trust is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Schwab Strategic Trust has an One Year Return of 36.7%. This is much higher than that of the Schwab ETFs family and significantly higher than that of the Mid-Cap Blend category. The one year return for all United States etfs is notably lower than that of the firm.
About Schwab Strategic Financial Statements
Schwab Strategic stakeholders use historical fundamental indicators, such as Schwab Strategic's revenue or net income, to determine how well the company is positioned to perform in the future. Although Schwab Strategic investors may analyze each financial statement separately, they are all interrelated. For example, changes in Schwab Strategic's assets and liabilities are reflected in the revenues and expenses on Schwab Strategic's income statement, which ultimately affect the company's gains or losses. Understanding these patterns can help in making the right long-term investment decisions in Schwab Strategic Trust. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in exchange-traded equity securities of U.S. companies that have been evaluated based on certain environmental, social and governance criteria. Schwab Strategic is traded on NYSEARCA Exchange in the United States.
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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 the analysis of Schwab Strategic Correlation against competitors. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price 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.