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Upturn AI SWOT - About
Schwab 5-10 Year Corporate Bond ETF (SCHI)
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Upturn Advisory Summary
10/10/2025: SCHI (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 9.6% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.14 | 52 Weeks Range 20.91 - 22.73 | Updated Date 06/30/2025 |
52 Weeks Range 20.91 - 22.73 | Updated Date 06/30/2025 |
Upturn AI SWOT
Schwab 5-10 Year Corporate Bond ETF
ETF Overview
Overview
The Schwab 5-10 Year Corporate Bond ETF (SCHI) seeks to track the total return of an index of investment-grade U.S. dollar-denominated corporate bonds with maturities between 5 and 10 years. Its focus is on providing exposure to the intermediate-term corporate bond market.
Reputation and Reliability
Schwab is a well-established and reputable financial services firm with a long track record of providing investment products and services.
Management Expertise
Schwab has a team of experienced investment professionals managing its ETFs, offering substantial expertise in fixed income markets.
Investment Objective
Goal
The ETF aims to track the total return of the Bloomberg US 5-10 Year Corporate Bond Index before fees and expenses.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index, the Bloomberg US 5-10 Year Corporate Bond Index.
Composition The ETF primarily holds investment-grade U.S. dollar-denominated corporate bonds with maturities between 5 and 10 years.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 1108000000
Competitors
Key Competitors
- Vanguard Intermediate-Term Corporate Bond ETF (VCIT)
- iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB)
Competitive Landscape
The corporate bond ETF market is competitive with several large players. SCHI benefits from Schwab's low-cost philosophy, potentially offering lower expense ratios than competitors. However, VCIT and IGIB may have greater liquidity and AUM. SCHI's advantage relies on its expense ratio, while its disadvantage is its potentially smaller AUM and trading volume compared to VCIT and IGIB.
Financial Performance
Historical Performance: Historical performance data unavailable, but it tracks the Bloomberg US 5-10 Year Corporate Bond Index.
Benchmark Comparison: The ETF's performance closely mirrors the Bloomberg US 5-10 Year Corporate Bond Index.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
The average trading volume provides sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and credit spreads all influence SCHI's performance. Higher interest rates can negatively impact bond values, while narrowing credit spreads benefit the fund.
Growth Trajectory
The fund's growth trajectory is tied to investor demand for intermediate-term corporate bond exposure and Schwab's ability to attract assets. Changes in the fund's strategy are unlikely given its index-tracking approach.
Moat and Competitive Advantages
Competitive Edge
SCHI's primary competitive advantage is its low expense ratio, which can enhance long-term returns for investors. As a Schwab product, it benefits from the brand's strong reputation and wide distribution network. This cost advantage allows it to deliver index-matching performance at a lower cost, attracting cost-conscious investors. The investment strategy is based on the Bloomberg index, delivering a balanced risk-reward profile, and the ETF benefits from high market transparency. SCHI's target market is investors seeking affordable exposure to investment-grade U.S. dollar-denominated corporate bonds with maturities between 5 and 10 years.
Risk Analysis
Volatility
SCHI's volatility is moderate, typical of intermediate-term corporate bond funds.
Market Risk
The ETF is subject to interest rate risk, credit risk, and inflation risk. Rising interest rates can decrease the value of the bonds held by the ETF.
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse individual seeking stable income and moderate capital appreciation through exposure to investment-grade corporate bonds.
Market Risk
SCHI is suitable for long-term investors and passive index followers seeking diversified exposure to intermediate-term corporate bonds.
Summary
The Schwab 5-10 Year Corporate Bond ETF (SCHI) offers low-cost exposure to investment-grade U.S. dollar-denominated corporate bonds with maturities between 5 and 10 years. It aims to track the Bloomberg US 5-10 Year Corporate Bond Index, providing a diversified portfolio of intermediate-term corporate bonds. SCHI's competitive edge lies in its low expense ratio, making it an attractive option for cost-conscious investors. It is suitable for risk-averse investors seeking stable income and moderate capital appreciation. However, investors should be aware of interest rate, credit, and inflation risks associated with bond investments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- Bloomberg
- FactSet
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Schwab 5-10 Year Corporate Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
To pursue its goal, the fund generally invests in securities that are included in the index. The index measures the performance of U.S. investment grade, taxable corporate bonds with maturities greater than or equal to five years and less than ten years that have $300 million or more of outstanding face value. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index.
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