STCE ETF ANALYSIS

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STCE ETF FUNDAMENTALS
STCE ETF PERFORMANCE

STCE ISSUER

The Schwab Crypto Economy ETF (STCE) is managed by Charles Schwab Investment Management and is designed to provide investors with exposure to the rapidly evolving cryptocurrency and blockchain sector. To pursue its goal, the fund generally invests in stocks that are included in the Schwab Crypto Thematic Index®. The index is designed to deliver global exposure to companies that may benefit from one or more of the following business activities: either directly or facilitating others in validating consensus mechanisms for (such as mining or staking) investing in, or trading cryptocurrency or other digital assets; enabling the use of cryptocurrency or other digital assets to buy or sell goods or services. Charles Schwab's reputation and expertise in financial services make them a trusted issuer in the cryptocurrency investment space, offering investors an opportunity to participate in this emerging sector.

STCE DIVIDEND

While the STCE ETF primarily focuses on socially responsible investing and environmental, social, and governance (ESG) criteria, it also has a dividend distribution aspect. Under normal market conditions, this ETF aims to allocate at least 80% of its net assets to equity securities of U.S. companies that meet the Sub-Advisor's ESG criteria. Dividend distributions are influenced by the performance and dividend policies of the underlying portfolio companies. STCE's investment strategy emphasizes enduring, cash-generating businesses with strong ESG performance, which may lead to competitive advantages. Investors in this ETF can expect dividends as it combines ESG values with potential income generation.

STCE TRACKING

Tracking the Schwab Crypto Thematic Index® is the primary objective of the Schwab Crypto Thematic Index®. This ETF invests in stocks included in the Schwab Crypto Thematic Index®, which aims to provide global exposure to companies engaged in various activities related to cryptocurrencies and digital assets. These activities include validating consensus mechanisms, investing in or trading cryptocurrencies, enabling the use of digital assets for transactions, and more. The Schwab Crypto Thematic ETF is designed to closely follow the performance of the index, making it an attractive choice for investors seeking exposure to the rapidly evolving world of cryptocurrency and blockchain technology. The Schwab Crypto Thematic Index® Tracking is committed to tracking the Alternative Sources STCE Index. This ETF achieves its objective by investing in a diversified portfolio of assets that are included in the Alternative Sources STCE Index. This index is designed to capture the performance of companies involved in alternative energy sources and sustainable technologies. Whether it's renewable energy, clean technology, or environmentally responsible practices, the Schwab Crypto Thematic ETF aims to mirror the index's movements closely, providing investors with a convenient way to participate in the growing market for sustainable and eco-friendly investments.

STCE CORRELATION

The correlation aspect of the Schwab Crypto Thematic ETF (STCE) is closely tied to the performance of companies within the Schwab Crypto Thematic Index®. As this ETF aims to capture exposure to businesses involved in various cryptocurrency and digital asset-related activities, its correlation with the crypto market and digital asset space is of significant interest to investors. Understanding STCE's correlations can provide insights into its potential for tracking the cryptocurrency market's movements, making it a valuable tool for those seeking exposure to this emerging asset class.

STCE SECTOR

The STCE ETF, or the Schwab Crypto Thematic ETF, is primarily focused on the cryptocurrency and blockchain technology sector. The fund typically invests in companies included in the Schwab Crypto Thematic Index®, which aims to provide global exposure to businesses engaged in activities related to cryptocurrency and digital assets. This includes companies involved in mining, staking, trading, enabling the use of cryptocurrencies for transactions, and facilitating the broader adoption of digital assets. The STCE ETF offers investors a way to participate in the growing cryptocurrency ecosystem, but it should be noted that the sector's high volatility can result in a higher level of risk.

STCE EXPOSURE

The exposure characteristic of the Schwab Crypto Thematic ETF focuses on tracking the Schwab Crypto Thematic Index®. This index provides broad global exposure to companies involved in various aspects of the cryptocurrency and digital asset ecosystem. These include businesses engaged in validating consensus mechanisms, cryptocurrency mining, trading digital assets, enabling cryptocurrency use for commerce, and more. Schwab Crypto Thematic ETF offers investors an opportunity to participate in the evolving world of cryptocurrencies through a diversified portfolio of relevant companies.

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FREQUENTLY ASKED QUESTIONS

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