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Upturn AI SWOT - About
Schwab U.S. TIPS ETF (SCHP)
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Upturn Advisory Summary
08/14/2025: 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 4.98% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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
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 inflation-protected U.S. Treasury bonds, offering a hedge against inflation. The fund primarily invests in TIPS with varying maturities, rebalancing periodically.
Reputation and Reliability
Charles Schwab Investment Management has a strong reputation as a reliable and established ETF provider.
Management Expertise
Schwab's management team possesses extensive experience in managing fixed-income and index-tracking ETFs.
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 employs a passive management strategy, aiming to replicate the performance of its benchmark index.
Composition The ETF holds U.S. Treasury Inflation-Protected Securities (TIPS) with varying maturities.
Market Position
Market Share: Data not available
Total Net Assets (AUM): 13310000000
Competitors
Key Competitors
- iShares TIPS Bond ETF (TIP)
- Vanguard Total Bond Market ETF (BND)
- PIMCO Broad U.S. TIPS Index ETF (TIPZ)
Competitive Landscape
The TIPS ETF market is competitive, with SCHP competing against larger funds like TIP. SCHP offers a low-cost option, while some competitors may have slight differences in index tracking or expense ratios. SCHP's strength lies in its low expense ratio and Schwab's brand recognition.
Financial Performance
Historical Performance: Historical performance data not available in structured format.
Benchmark Comparison: Performance closely tracks the Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) Index.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
SCHP generally exhibits good liquidity, with a healthy average daily trading volume.
Bid-Ask Spread
The bid-ask spread for SCHP is typically tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Inflation expectations, interest rate movements, and Treasury yield curve shifts significantly impact SCHP's performance.
Growth Trajectory
Growth is tied to the demand for inflation protection and the overall performance of the TIPS market; future growth will be tied to changes in the market and portfolio of the ETF.
Moat and Competitive Advantages
Competitive Edge
SCHP's primary competitive advantage is its low expense ratio, making it an attractive option for cost-conscious investors seeking TIPS exposure. Schwab's established brand and extensive distribution network further contribute to its competitive position. The ETF's focus solely on U.S. TIPS also provides a pure-play exposure to inflation-protected securities. It leverages economies of scale allowing it to offer lower expense ratios than competitors. It does this while managing a large fund with significant AUM.
Risk Analysis
Volatility
SCHP's volatility is generally moderate, reflecting the stability of U.S. Treasury securities.
Market Risk
SCHP is subject to interest rate risk, inflation risk, and the overall performance of the U.S. Treasury market.
Investor Profile
Ideal Investor Profile
Investors seeking inflation protection, diversification within a fixed-income portfolio, and a low-cost investment option.
Market Risk
Suitable for long-term investors, passive index followers, and those seeking to hedge against inflation.
Summary
SCHP is a low-cost ETF providing exposure to U.S. Treasury Inflation-Protected Securities (TIPS). It is a suitable option for investors seeking to hedge against inflation and diversify their fixed-income portfolio. Its performance closely tracks the Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) Index, and its low expense ratio makes it a cost-effective choice. As such it is ideal for long-term investors and passive index followers. However, like all bond funds, it is subject to interest rate risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Past performance is not indicative of future results. 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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