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Upturn AI SWOT - About
Schwab U.S. TIPS ETF (SCHP)
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Upturn Advisory Summary
10/01/2025: SCHP (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 6.47% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/01/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.85 | 52 Weeks Range 25.13 - 26.83 | Updated Date 06/29/2025 |
52 Weeks Range 25.13 - 26.83 | Updated Date 06/29/2025 |
Upturn AI SWOT
Schwab U.S. TIPS ETF
ETF Overview
Overview
The Schwab U.S. TIPS ETF (SCHP) seeks to track the total return of the Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) Index. It provides exposure to U.S. Treasury Inflation-Protected Securities (TIPS), offering inflation protection and potential diversification within a fixed income portfolio. The ETF invests primarily in TIPS with varying maturities.
Reputation and Reliability
Schwab is a well-established and reputable financial services firm with a long track record in the investment management industry.
Management Expertise
Schwab has extensive experience managing fixed income ETFs and employs a team of experienced investment professionals.
Investment Objective
Goal
To track the total return of the Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) Index.
Investment Approach and Strategy
Strategy: The ETF uses a passive management strategy, attempting to replicate the performance of the Bloomberg U.S. TIPS Index.
Composition The ETF holds a portfolio of U.S. Treasury Inflation-Protected Securities (TIPS) with varying maturities.
Market Position
Market Share: SCHP holds a significant market share within the TIPS ETF sector.
Total Net Assets (AUM): 14970000000
Competitors
Key Competitors
- iShares TIPS Bond ETF (TIP)
- Vanguard Total Bond Market ETF (BND)
- PIMCO Broad US TIPS Index ETF (TIPZ)
Competitive Landscape
The TIPS ETF market is dominated by a few large players, with TIP having the largest market share. SCHP offers a similar investment strategy at a competitive expense ratio. TIPZ offers a different approach and competes in the space as well. SCHP's advantages include Schwab's brand recognition and low expense ratio, while TIP's larger AUM provides greater liquidity.
Financial Performance
Historical Performance: Historical performance can be obtained from the fund's factsheet or major financial websites.
Benchmark Comparison: The ETF aims to closely track the Bloomberg U.S. TIPS Index, so its performance should be very similar.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
SCHP exhibits moderate to high trading volume, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting the ETF's liquidity and efficiency.
Market Dynamics
Market Environment Factors
Economic indicators such as inflation rates, interest rate movements, and fiscal policy decisions can affect SCHP's performance.
Growth Trajectory
The growth of SCHP is tied to the demand for inflation-protected securities, which is influenced by inflation expectations and investor sentiment.
Moat and Competitive Advantages
Competitive Edge
SCHP benefits from Schwab's strong brand reputation, distribution network, and low expense ratio, making it an attractive option for investors seeking TIPS exposure. Its low cost provides a small but important edge over higher expense competitors. The ETF's passive investment strategy ensures it closely tracks the benchmark index. Additionally, the large asset base supports liquidity and reduces tracking error.
Risk Analysis
Volatility
TIPS generally exhibit lower volatility than other asset classes, but their prices can still fluctuate due to interest rate changes and inflation expectations.
Market Risk
The primary market risk is related to changes in interest rates and inflation expectations, which can impact the value of the underlying TIPS.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking to protect their portfolio from inflation and diversify their fixed income holdings.
Market Risk
SCHP is suitable for long-term investors, especially those concerned about inflation risk.
Summary
The Schwab U.S. TIPS ETF (SCHP) offers a cost-effective way to gain exposure to U.S. Treasury Inflation-Protected Securities. With a low expense ratio and a passive investment strategy, it seeks to replicate the performance of the Bloomberg U.S. TIPS Index. It provides inflation protection and diversification benefits, making it suitable for long-term investors concerned about rising prices. Its liquidity and Schwab's reputation make it a solid choice in the TIPS ETF space.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- Bloomberg
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and after consulting 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 U.S. TIPS ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 90% of its net assets in securities included in the index. The index includes all publicly-issued U.S. Treasury Inflation-Protected Securities (TIPS) that have at least one year remaining to maturity, are rated investment grade and have $500 million or more of outstanding face value. The TIPS in the index must be denominated in U.S. dollars and must be fixed-rate and non-convertible.
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