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Schwab Intermediate-Term U.S. Treasury ETF (SCHR)
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Upturn Advisory Summary
11/13/2025: SCHR (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 10.11% | Avg. Invested days 103 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/13/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.8 | 52 Weeks Range 23.40 - 25.09 | Updated Date 06/29/2025 |
52 Weeks Range 23.40 - 25.09 | Updated Date 06/29/2025 |
Upturn AI SWOT
Schwab Intermediate-Term U.S. Treasury ETF
ETF Overview
Overview
The Schwab Intermediate-Term U.S. Treasury ETF (SCHR) seeks to track the investment results of an index composed of intermediate-term U.S. Treasury securities. It provides exposure to U.S. government bonds with maturities between 3 and 10 years, offering a relatively stable and liquid investment option.
Reputation and Reliability
Schwab is a well-established and reputable financial services firm with a long history of providing investment products and services.
Management Expertise
Schwab Asset Management has a team of experienced investment professionals managing its ETFs, ensuring sound portfolio management.
Investment Objective
Goal
To track the investment results of an index composed of intermediate-term U.S. Treasury securities.
Investment Approach and Strategy
Strategy: The ETF aims to track the Bloomberg US Treasury 3-10 Year Index.
Composition The ETF holds a portfolio of U.S. Treasury securities with maturities between 3 and 10 years.
Market Position
Market Share: SCHR holds a significant market share in the intermediate-term Treasury ETF segment.
Total Net Assets (AUM): 13800000000
Competitors
Key Competitors
- IEF
- VGIT
- SPTL
Competitive Landscape
The intermediate-term Treasury ETF market is competitive, with several established players. SCHR competes with larger ETFs like IEF and VGIT. SCHR's low expense ratio offers a competitive advantage. A disadvantage may be a slightly lower trading volume compared to larger peers.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers.
Benchmark Comparison: Performance compared to the Bloomberg US Treasury 3-10 Year Index is readily available from financial data providers.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
SCHR has a healthy average trading volume, facilitating relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for SCHR is typically tight, indicating good liquidity and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators such as inflation, interest rate changes, and Federal Reserve policy significantly affect SCHR. Treasury yields are inversely related to bond prices; rising rates decrease bond values.
Growth Trajectory
The growth trajectory of SCHR is influenced by investor demand for safe-haven assets and expectations regarding interest rate movements. Recent fluctuations in interest rates have impacted Treasury ETF performance.
Moat and Competitive Advantages
Competitive Edge
SCHR benefits from Schwab's brand recognition and low expense ratio, making it an attractive option for cost-conscious investors. Its focus on intermediate-term Treasuries provides a balance between yield and interest rate sensitivity. This niche is well-suited for investors seeking stable returns with less volatility than longer-term bonds. The simplicity and transparency of the index it tracks further enhance its appeal.
Risk Analysis
Volatility
SCHR's volatility is moderate, reflecting the stability of U.S. Treasury securities. Volatility is primarily driven by interest rate fluctuations.
Market Risk
Market risk includes interest rate risk (rising rates can decrease bond values) and inflation risk (inflation erodes the real value of fixed income payments).
Investor Profile
Ideal Investor Profile
The ideal investor for SCHR is a risk-averse investor seeking stable income and capital preservation, such as retirees or those approaching retirement.
Market Risk
SCHR is suitable for long-term investors seeking a core fixed-income allocation and passive index followers who prefer a low-cost, transparent investment.
Summary
The Schwab Intermediate-Term U.S. Treasury ETF (SCHR) offers exposure to U.S. Treasury securities with maturities between 3 and 10 years. It is a low-cost option for investors seeking stable income and capital preservation. The ETF is subject to interest rate risk and inflation risk, but it generally exhibits moderate volatility. SCHR is suitable for risk-averse, long-term investors seeking a core fixed-income allocation and a low-cost option.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- Bloomberg
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and ETF performance can change over time. Consult with a qualified financial advisor before making any investment decisions.
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 Intermediate-Term U.S. Treasury 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 (including, for this purpose, any borrowings for investment purposes) in securities included in the index. The index includes all publicly-issued U.S. Treasury securities that have a remaining maturity of greater than or equal to three years and less than ten years, are rated investment grade, and have $300 million or more of outstanding face value. The securities in the index must be denominated in U.S. dollars and must be fixed-rate and non-convertible.
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