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Schwab 5-10 Year Corporate Bond ETF (SCHI)
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Upturn Advisory Summary
12/04/2025: SCHI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 9.35% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/04/2025 |
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 investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds with remaining maturities between 5 and 10 years. It provides exposure to the intermediate-term corporate bond market with a focus on investment-grade securities.
Reputation and Reliability
Schwab is a well-established and reputable financial institution with a long history of providing investment services.
Management Expertise
Schwab Asset Management has a team of experienced professionals managing a wide range of ETFs and other investment products.
Investment Objective
Goal
To track the total return of an index composed of U.S. dollar-denominated, investment-grade corporate bonds with maturities between 5 and 10 years.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the performance of the Bloomberg U.S. 5-10 Year Corporate Bond Index.
Composition Primarily holds U.S. dollar-denominated, investment-grade corporate bonds with maturities ranging from 5 to 10 years.
Market Position
Market Share: SCHI's market share is significant within the intermediate-term corporate bond ETF segment.
Total Net Assets (AUM): 6040000000
Competitors
Key Competitors
- iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB)
- Vanguard Intermediate-Term Corporate Bond ETF (VCIT)
- SPDR Portfolio Intermediate Term Corporate Bond ETF (ITR)
Competitive Landscape
The intermediate-term corporate bond ETF market is competitive, with several large players. SCHI benefits from Schwab's low-cost structure, which attracts cost-conscious investors. However, IGIB and VCIT have larger AUM and may offer slightly tighter spreads due to their size. ITR offers a similar low-cost approach, creating a competitive environment.
Financial Performance
Historical Performance: Historical performance can be found via financial data providers, and performance will vary depending on the market environment.
Benchmark Comparison: The ETF's performance is generally expected to closely track its benchmark index, the Bloomberg U.S. 5-10 Year Corporate Bond Index.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
SCHI exhibits strong liquidity, facilitating easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's high trading volume and liquidity.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and overall economic conditions significantly impact the ETF's performance.
Growth Trajectory
The ETF's growth is tied to the demand for intermediate-term corporate bond exposure and Schwab's ability to attract and retain assets. Strategy shifts are unlikely given the passive approach.
Moat and Competitive Advantages
Competitive Edge
SCHI benefits from Schwab's brand recognition and low-cost structure, appealing to investors seeking efficient and affordable access to the intermediate-term corporate bond market. The ETF's large AUM contributes to its liquidity and ability to track its index effectively. This combination of cost-effectiveness and liquidity provides a competitive advantage in the crowded ETF marketplace, attracting both retail and institutional investors. Furthermore, Schwab's reputation for reliability ensures investors' confidence in the ETF's management and adherence to its stated objectives.
Risk Analysis
Volatility
The ETF's volatility is moderate, reflecting the relatively stable nature of investment-grade corporate bonds.
Market Risk
The ETF is subject to interest rate risk (rising rates can decrease bond values) and credit risk (the risk of bond issuers defaulting).
Investor Profile
Ideal Investor Profile
Investors seeking income and diversification through intermediate-term, investment-grade corporate bonds with minimal management fees.
Market Risk
Suitable for long-term investors, and passive index followers who prioritize low costs and broad market exposure.
Summary
SCHI is a low-cost ETF providing exposure to U.S. dollar-denominated, investment-grade corporate bonds with maturities between 5 and 10 years. It passively tracks the Bloomberg U.S. 5-10 Year Corporate Bond Index and is managed by Schwab. Its competitive advantage lies in its low expense ratio and strong liquidity. It is a suitable investment for investors seeking income and diversification while minimizing costs, but investors should be aware of interest rate and credit risks.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Schwab Asset Management Website
- Bloomberg
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made 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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