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Upturn AI SWOT - About
Schwab Municipal Bond ETF (SCMB)
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Upturn Advisory Summary
10/24/2025: SCMB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 1.23% | Avg. Invested days 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.10 - 25.89 | Updated Date 06/29/2025 |
52 Weeks Range 24.10 - 25.89 | Updated Date 06/29/2025 |
Upturn AI SWOT
Schwab Municipal Bond ETF
ETF Overview
Overview
The Schwab Municipal Bond ETF (SCHP) seeks to track the total return of an index composed of investment-grade U.S. municipal bonds. It provides exposure to a broad range of tax-exempt municipal securities, offering income that is generally exempt from federal income taxes.
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 has a team of experienced investment professionals managing its ETFs, ensuring robust risk management and portfolio construction.
Investment Objective
Goal
To track the total return of an index composed of investment-grade U.S. municipal bonds.
Investment Approach and Strategy
Strategy: The ETF aims to track the Bloomberg US Aggregate GO Municipal Bond Index. It employs a passive management approach, seeking to replicate the index's performance.
Composition The ETF primarily holds investment-grade U.S. municipal bonds, diversified across various issuers and maturities.
Market Position
Market Share: The Schwab Municipal Bond ETF holds a significant market share in the municipal bond ETF sector.
Total Net Assets (AUM): 21360000000
Competitors
Key Competitors
- VTEB
- MUB
- ITM
- HYMB
- SUB
Competitive Landscape
The municipal bond ETF market is competitive, with SCHP, VTEB, and MUB being the major players. SCHP benefits from Schwab's low-cost structure, which provides a cost advantage. However, VTEB and MUB may have slightly different index tracking methodologies or investor bases.
Financial Performance
Historical Performance: Historical performance data available from Schwab's website.
Benchmark Comparison: The ETF's performance is designed to closely track the Bloomberg US Aggregate GO Municipal Bond Index. Performance data compared to the benchmark is available in fund fact sheets.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
The ETF generally has good liquidity, facilitating easy buying and selling.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's liquidity and investor interest.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and tax policies affect the municipal bond market and therefore SCHP. Factors such as inflation expectations and the overall health of the economy also play a role.
Growth Trajectory
The ETF's growth depends on investor demand for tax-exempt income and the overall performance of the municipal bond market.
Moat and Competitive Advantages
Competitive Edge
SCHP benefits from Schwab's brand recognition and low-cost structure. Its expense ratio is among the lowest in the municipal bond ETF category, giving it a significant cost advantage. The ETF's broad diversification within the municipal bond market reduces issuer-specific risk. The size and liquidity of the ETF enhance its appeal to institutional investors.
Risk Analysis
Volatility
SCHP's volatility is generally lower than that of equity ETFs, reflecting the lower risk profile of investment-grade municipal bonds.
Market Risk
The primary risks include interest rate risk (bond prices fall when rates rise), credit risk (issuers may default), and liquidity risk (difficulty selling bonds).
Investor Profile
Ideal Investor Profile
Ideal for investors seeking tax-exempt income and diversification within the U.S. municipal bond market.
Market Risk
Suitable for long-term investors seeking a relatively stable source of income and capital preservation.
Summary
The Schwab Municipal Bond ETF (SCHP) offers a low-cost and diversified way to access the U.S. municipal bond market. It aims to track the performance of the Bloomberg US Aggregate GO Municipal Bond Index, providing tax-exempt income. The ETF is suitable for long-term investors seeking a relatively stable source of income and diversification. SCHP is managed by a reputable firm and benefits from its low expense ratio and broad diversification. It should be noted that SCHP carries interest rate and credit risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schwab website
- Bloomberg
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a 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 Municipal Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of U.S. dollar denominated investment grade tax-exempt debt publicly issued in the U.S. domestic market by U.S. states and territories as well as their political subdivisions. Under normal circumstances, the fund may invest up to 20% of its net assets in securities not included in its index.
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.