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Upturn AI SWOT - About
Schwab Intermediate-Term U.S. Treasury ETF (SCHR)
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Upturn Advisory Summary
07/11/2025: 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 6.13% | Avg. Invested days 73 | 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 07/11/2025 |
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 total return of the Bloomberg U.S. 3-10 Year Treasury Bond Index. It provides exposure to U.S. Treasury bonds with maturities between 3 and 10 years, offering a relatively conservative investment option within the fixed income space.
Reputation and Reliability
Schwab is a well-established and reputable financial services firm with a long track record of providing investment products and services.
Management Expertise
Schwab Asset Management has a team of experienced professionals managing its ETFs, leveraging Schwab's expertise in fixed income investing.
Investment Objective
Goal
To track the total return of the Bloomberg U.S. 3-10 Year Treasury Bond Index before fees and expenses.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of its underlying index.
Composition The ETF holds U.S. Treasury bonds with maturities ranging from 3 to 10 years.
Market Position
Market Share: SCHR has a significant market share within the intermediate-term U.S. Treasury ETF segment.
Total Net Assets (AUM): 1404000000
Competitors
Key Competitors
- iShares 7-10 Year Treasury Bond ETF (IEF)
- Vanguard Intermediate-Term Treasury ETF (VGIT)
- SPDR Portfolio Intermediate Term Treasury ETF (SPTI)
Competitive Landscape
The intermediate-term U.S. Treasury ETF market is competitive, with several established players. SCHR benefits from Schwab's low-cost structure and brand recognition. However, IEF and VGIT have larger AUM and higher liquidity, which are attractive to some investors. SPTI is similar but much smaller.
Financial Performance
Historical Performance: Historical performance data (e.g., 1-year, 3-year, 5-year returns) can be found on financial websites such as Morningstar, ETFdb, and Schwab's website.
Benchmark Comparison: The ETF's performance closely tracks the Bloomberg U.S. 3-10 Year Treasury Bond Index, with minor deviations due to fees and expenses.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
SCHR exhibits reasonable liquidity, with average daily trading volumes sufficient for most investors.
Bid-Ask Spread
The bid-ask spread is typically narrow, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Interest rate movements, inflation expectations, and monetary policy decisions significantly impact the performance of SCHR. Economic growth and geopolitical events can also influence Treasury yields.
Growth Trajectory
The growth trajectory of SCHR depends on investor demand for intermediate-term Treasury exposure, influenced by macroeconomic conditions and risk aversion. Changes to strategy are unlikely, given the passive nature of the fund.
Moat and Competitive Advantages
Competitive Edge
SCHR's primary competitive advantage is its low expense ratio, making it an attractive option for cost-conscious investors. Its tracking error to the Bloomberg U.S. 3-10 Year Treasury Bond Index is also minimal, demonstrating efficient replication. The strong brand reputation and distribution network of Schwab further support the ETF. Its liquidity is also acceptable.
Risk Analysis
Volatility
SCHR exhibits moderate volatility, reflecting the sensitivity of Treasury bonds to interest rate changes.
Market Risk
The primary market risk is interest rate risk; rising interest rates can lead to a decline in the value of the ETF's holdings. Credit risk is minimal, as the ETF invests in U.S. Treasury securities.
Investor Profile
Ideal Investor Profile
SCHR is suitable for investors seeking stable income and diversification through exposure to U.S. Treasury bonds. It is often used as a core holding in a diversified fixed income portfolio.
Market Risk
SCHR is best suited for long-term investors and passive index followers.
Summary
The Schwab Intermediate-Term U.S. Treasury ETF (SCHR) offers a low-cost and efficient way to gain exposure to U.S. Treasury bonds with maturities between 3 and 10 years. It tracks the Bloomberg U.S. 3-10 Year Treasury Bond Index and provides a relatively conservative investment option. Its low expense ratio and reasonable liquidity make it an attractive choice for investors seeking stable income and diversification. Investors should be aware of interest rate risk when investing in SCHR.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- Morningstar
- ETFdb
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Past performance is not indicative of future results. Market share data is approximate and may vary depending on the source and date.
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.