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Upturn AI SWOT - About
Schwab U.S. Aggregate Bond ETF (SCHZ)
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Upturn Advisory Summary
03/27/2025: SCHZ (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.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -0.3% | Avg. Invested days 35 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 1636205 | Beta 1 | 52 Weeks Range 21.46 - 23.67 | Updated Date 03/28/2025 |
52 Weeks Range 21.46 - 23.67 | Updated Date 03/28/2025 |
Upturn AI SWOT
Schwab U.S. Aggregate Bond ETF
ETF Overview
Overview
The Schwab U.S. Aggregate Bond ETF (SCHZ) seeks to track the total return of the Bloomberg U.S. Aggregate Bond Index. It provides broad exposure to the U.S. investment-grade bond market, including government, corporate, and mortgage-backed securities. SCHZ aims for a diversified portfolio of fixed-income securities with varying maturities.
Reputation and Reliability
Schwab is a well-established and reputable financial services company with a strong track record in managing ETFs and other investment products.
Management Expertise
Schwab Asset Management has a team of experienced portfolio managers and analysts specializing in fixed-income investments.
Investment Objective
Goal
To track the total return of the Bloomberg U.S. Aggregate Bond Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the composition and performance of the Bloomberg U.S. Aggregate Bond Index.
Composition The ETF holds a diversified portfolio of U.S. investment-grade bonds, including government bonds, corporate bonds, mortgage-backed securities, and asset-backed securities.
Market Position
Market Share: SCHZ holds a significant market share within the aggregate bond ETF category.
Total Net Assets (AUM): 5420000000
Competitors
Key Competitors
- iShares Core U.S. Aggregate Bond ETF (AGG)
- Vanguard Total Bond Market ETF (BND)
- SPDR Portfolio Aggregate Bond ETF (SPAB)
Competitive Landscape
The aggregate bond ETF market is highly competitive, with several large players offering similar products. SCHZ competes with AGG and BND primarily on expense ratio and tracking efficiency. SCHZ offers a low-cost option, but AGG and BND have larger AUM and greater liquidity.
Financial Performance
Historical Performance: Historical performance data is best obtained from official sources such as Schwab's website, and varies over time, but tracks very closely to the underlying index.
Benchmark Comparison: The ETF's performance closely tracks the Bloomberg U.S. Aggregate Bond Index, with minimal tracking error.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
The ETF's average trading volume is relatively high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting its liquidity and efficiency.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and economic growth prospects influence the performance of SCHZ. Changes in Federal Reserve policy also significantly impact bond yields.
Growth Trajectory
The growth trajectory of SCHZ is tied to the overall demand for fixed-income investments and the growth of the U.S. bond market. The ETFu2019s holdings and strategy remain consistent with its index-tracking objective.
Moat and Competitive Advantages
Competitive Edge
SCHZ's competitive advantage lies in its low expense ratio, which attracts cost-conscious investors. Its association with Schwab, a trusted financial institution, enhances investor confidence. The ETF provides comprehensive exposure to the U.S. investment-grade bond market. Its passive management strategy ensures close tracking of the benchmark index. These factors combine to make it a compelling option for investors seeking broad bond market exposure at a low cost.
Risk Analysis
Volatility
The ETF's volatility is generally low, reflecting the stability of investment-grade bonds.
Market Risk
The ETF is subject to interest rate risk, credit risk, and inflation risk. Rising interest rates can negatively impact bond prices. Credit risk stems from the possibility of issuers defaulting on their debt obligations.
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse individual seeking stable income and diversification within their portfolio. This ETF is suitable for those wanting exposure to the broad U.S. investment-grade bond market.
Market Risk
SCHZ is best suited for long-term investors and passive index followers seeking a low-cost way to access the bond market. It may also be used by active traders for short-term tactical allocation.
Summary
The Schwab U.S. Aggregate Bond ETF (SCHZ) is a low-cost, passively managed ETF that tracks the Bloomberg U.S. Aggregate Bond Index. It provides broad exposure to the U.S. investment-grade bond market, making it a suitable option for risk-averse investors seeking stable income and diversification. While it faces competition from larger ETFs like AGG and BND, its low expense ratio makes it a compelling choice. However, interest rate risk and credit risk are factors to consider.
Similar Companies
- AGG
- BND
- SPAB
- IUSB
- FXNAX
Sources and Disclaimers
Data Sources:
- Schwab official website
- Bloomberg
- Morningstar
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and 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 U.S. Aggregate Bond 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 in securities included in the index. The index is a broad-based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.
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