Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Schwab Intermediate-Term U.S. Treasury ETF (SCHR)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/29/2025: 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 8.18% | Avg. Invested days 82 | 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 08/29/2025 |
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
Schwab Intermediate-Term U.S. Treasury ETF (SCHR) aims to track the total return of the Bloomberg US 3-10 Year Treasury Bond Index, providing exposure to U.S. Treasury securities with maturities between 3 and 10 years.
Reputation and Reliability
Schwab has a strong reputation as a reliable and established financial services firm with extensive experience in managing ETFs.
Management Expertise
Schwab's management team has significant expertise in fixed income investing and ETF management.
Investment Objective
Goal
The ETF aims to track the total return of the Bloomberg US 3-10 Year Treasury Bond Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of its benchmark index.
Composition The ETF holds U.S. Treasury bonds with maturities between 3 and 10 years.
Market Position
Market Share: SCHR holds a significant market share within the intermediate-term Treasury ETF category.
Total Net Assets (AUM): 1420000000
Competitors
Key Competitors
- IEI
- VGIT
- GOVT
Competitive Landscape
The intermediate-term Treasury ETF market is competitive, with several large players offering similar products. SCHR competes on price and brand recognition. Its advantage includes Schwab's reputation and low expense ratio, while disadvantages may include slightly lower AUM compared to some competitors.
Financial Performance
Historical Performance: Historical performance varies depending on interest rate movements, but generally tracks the Bloomberg US 3-10 Year Treasury Bond Index.
Benchmark Comparison: The ETF's performance closely mirrors its benchmark index, indicating effective tracking.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity based on its average trading volume.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's relatively high liquidity.
Market Dynamics
Market Environment Factors
Economic indicators such as inflation, interest rate policies, and overall economic growth prospects significantly influence SCHR's performance. Changes in interest rates have an inverse relationship to bond prices.
Growth Trajectory
The ETF's growth trajectory is tied to the overall demand for intermediate-term Treasury securities, influenced by macroeconomic factors and investor sentiment.
Moat and Competitive Advantages
Competitive Edge
SCHR's competitive advantages stem from Schwab's established brand, its low expense ratio, and efficient tracking of its benchmark index. These factors attract investors seeking cost-effective exposure to intermediate-term U.S. Treasury bonds. The fund's simplicity and transparency further enhance its appeal to a broad range of investors. The ETF benefits from the overall trust and familiarity associated with the Schwab name.
Risk Analysis
Volatility
The ETF's volatility is relatively low compared to equity ETFs, as U.S. Treasury bonds are generally considered less volatile assets.
Market Risk
The primary market risk is interest rate risk, as rising interest rates can negatively impact bond prices and ETF performance.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse, seeking stable income and diversification within a fixed-income portfolio.
Market Risk
SCHR is suitable for long-term investors and passive index followers looking for a low-cost way to gain exposure to U.S. Treasury bonds.
Summary
Schwab Intermediate-Term U.S. Treasury ETF (SCHR) provides low-cost, passive exposure to U.S. Treasury bonds with maturities between 3 and 10 years. It efficiently tracks its benchmark index and offers a relatively stable investment option. However, investors should be aware of interest rate risk, as rising rates can negatively impact performance. The ETF is well-suited for risk-averse investors seeking diversification and income within a fixed-income portfolio. Its low expense ratio and the reputation of Schwab make it a competitive choice in the intermediate-term Treasury ETF market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- Bloomberg
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly and may impact the accuracy of the information. Past performance is not indicative of future results. 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.