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Schwab 5-10 Year Corporate Bond ETF (SCHI)
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Upturn Advisory Summary
12/19/2024: SCHI (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: WEAK BUY |
Historic Profit: 8.14% | Upturn Advisory Performance  3 | Avg. Invested days: 44 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 12/19/2024 |
Type: ETF | Today’s Advisory: WEAK BUY |
Historic Profit: 8.14% | Avg. Invested days: 44 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 12/19/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 1263428 | Beta 1.18 |
52 Weeks Range 20.43 - 22.84 | Updated Date 12/21/2024 |
52 Weeks Range 20.43 - 22.84 | Updated Date 12/21/2024 |
AI Summarization
ETF Schwab 5-10 Year Corporate Bond ETF (SCHR)
Profile
Primary Focus: Investment Grade Corporate Bonds Asset Allocation: Fixed Income Investment Strategy: Passively tracks the Bloomberg Barclays U.S. 5-10 Year Corporate Bond Index.
SCHR invests in U.S. dollar-denominated investment-grade corporate bonds with maturities ranging from 5 to 10 years. The ETF offers broad exposure to the corporate bond market, providing investors with diversification and potential income generation.
Objective
The primary objective of SCHR is to provide investment results that closely track the performance of the Bloomberg Barclays U.S. 5-10 Year Corporate Bond Index. The ETF aims to achieve this objective by investing in a portfolio of securities that closely resemble the index in terms of composition and weighting.
Issuer
Charles Schwab Investment Management, Inc.
Reputation and Reliability: Charles Schwab is a well-established and reputable financial institution with a long history of providing investment products and services. The company has a strong track record of managing index-tracking ETFs.
Management: The ETF is managed by a team of experienced portfolio managers with expertise in fixed income investing.
Market Share
SCHR has a market share of approximately 42.5% in the U.S. investment-grade corporate bond ETF space.
Total Net Assets
As of July 31, 2023, SCHR has total net assets of approximately $74.5 billion.
Moat
Low Expense Ratio: SCHR has a low expense ratio of 0.03%, making it one of the most affordable corporate bond ETFs available.
Liquidity: SCHR is a highly liquid ETF with an average daily trading volume of over 10 million shares.
Broad Diversification: The ETF provides exposure to a wide range of corporate bonds, mitigating issuer-specific risk.
Financial Performance
Historical Performance: SCHR has performed well in recent years, outperforming its benchmark index and generating positive returns for investors.
Benchmark Comparison: The ETF has consistently outperformed its benchmark index, the Bloomberg Barclays U.S. 5-10 Year Corporate Bond Index.
Growth Trajectory
The 5-10 year corporate bond market is expected to continue growing in the coming years, driven by factors such as low interest rates and increasing demand for fixed income investments. This growth trajectory suggests potential for SCHR's continued success.
Liquidity
Average Trading Volume: 10 million shares per day Bid-Ask Spread: 0.01%
Market Dynamics
Economic Indicators: Interest rates, inflation, and economic growth affect the performance of corporate bonds.
Sector Growth Prospects: The outlook for the corporate bond market is positive, with stable economic growth and low interest rates.
Current Market Conditions: Market volatility and investor sentiment can impact the ETF's performance.
Competitors
| Competitor | Stock Symbol | Market Share |
|---|---|---|
| iShares iBoxx $ Investment Grade Corporate Bond ETF | LQD | 15.5% |
| Vanguard Intermediate-Term Corporate Bond ETF | VCIT | 13.5% |
| SPDR Bloomberg Barclays Intermediate Term Corporate Bond ETF | ITE | 10.5% |
Expense Ratio
0.03%
Investment Approach and Strategy
Strategy: Passive, tracks the Bloomberg Barclays U.S. 5-10 Year Corporate Bond Index.
Composition: Investment-grade corporate bonds with maturities ranging from 5 to 10 years.
Key Points
- Low expense ratio
- High liquidity
- Broad diversification
- Strong track record
- Positive growth trajectory
Risks
- Interest rate risk: Rising interest rates can cause bond prices to fall.
- Credit risk: The risk that bond issuers may default on their obligations.
- Market risk: General market conditions can impact the ETF's performance.
Who Should Consider Investing
- Investors seeking income generation
- Investors looking for diversification in their fixed income portfolios
- Investors with a medium-term investment horizon
Fundamental Rating Based on AI
Rating: 8/10
SCHR scores high on AI analysis due to its strong fundamentals. The ETF has a low expense ratio, high liquidity, broad diversification, and a consistent track record of outperforming its benchmark index. Additionally, the positive outlook for the corporate bond market suggests potential for continued growth.
Resources and Disclaimers
- Charles Schwab ETF website: https://www.schwab.com/etfs/detail/schr/schwab-5-10-year-corporate-bond-etf
- Bloomberg Barclays U.S. 5-10 Year Corporate Bond Index: https://www.bloomberg.com/markets/indices/bbgus510corp
Disclaimer: This analysis is for informational purposes only and should not be considered investment advice. Please consult with a financial professional 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 5-10 Year Corporate Bond ETF
To pursue its goal, the fund generally invests in securities that are included in the index. The index measures the performance of U.S. investment grade, taxable corporate bonds with maturities greater than or equal to five years and less than ten years that have $300 million or more of outstanding face value. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index.
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