Schwab 5 10 Year Etf Profile

SCHI Etf  USD 22.60  0.08  0.36%   

Performance

1 of 100

 
Weak
 
Strong
Weak

Odds Of Distress

Less than 9

 
High
 
Low
Low
Schwab 5 is trading at 22.60 as of the 30th of November 2024. This is a 0.36 percent increase since the beginning of the trading day. The etf's open price was 22.52. Schwab 5 has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. Equity ratings for Schwab 5 10 Year are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
To pursue its goal, the fund generally invests in securities that are included in the index. Schwab 5-10 is traded on NYSEARCA Exchange in the United States. More on Schwab 5 10 Year

Moving together with Schwab Etf

  0.98LQD iShares iBoxx Investment Aggressive PushPairCorr
  0.94IGIB iShares 5 10PairCorr
  0.98USIG iShares Broad USDPairCorr
  0.99SPIB SPDR Barclays IntermPairCorr
  0.98SUSC iShares ESG USDPairCorr
  0.98QLTA iShares AaaPairCorr

Moving against Schwab Etf

  0.6VUG Vanguard Growth IndexPairCorr
  0.55VTI Vanguard Total StockPairCorr
  0.54SPY SPDR SP 500 Aggressive PushPairCorr
  0.54IVV iShares Core SPPairCorr
  0.53VO Vanguard Mid CapPairCorr
  0.53VB Vanguard Small CapPairCorr

Schwab Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationCorporate ETFs, Investment Grade ETFs, Corporate Bond, Schwab ETFs (View all Sectors)
IssuerCharles Schwab
Inception Date2019-10-10
BenchmarkBloomberg US 5-10 Year Corporate Bond Index
Entity TypeRegulated Investment Company
Asset Under Management7.68 Billion
Asset TypeFixed Income
CategoryCorporate
FocusInvestment Grade
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
AdvisorCharles Schwab Investment Management, Inc.
CustodianState Street Bank and Trust Company
DistributorSEI Investments Distribution Co.
Portfolio ManagerMatthew Hastings, Mark McKissick, Steven Hung, Alfonso Portillo, Jr.
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Dec
ExchangeNYSE Arca, Inc.
Number of Constituents2,305
Market MakerJane Street
Total Expense0.03
Management Fee0.03
Country NameUSA
Returns Y T D4.59
NameSchwab 5-10 Year Corporate Bond ETF
Currency CodeUSD
Open FigiBBG00PZFPFQ3
In Threey Volatility9.21
1y Volatility8.52
200 Day M A22.44
50 Day M A22.626
CodeSCHI
Updated At30th of November 2024
Currency NameUS Dollar
In Threey Sharp Ratio(0.5)
Schwab 5 10 Year [SCHI] is traded in USA and was established 2019-10-09. The fund is listed under Corporate Bond category and is part of Schwab ETFs family. The entity is thematically classified as Corporate ETFs. Schwab 5 10 at this time have 424.13 M in assets. , while the total return for the last 3 years was -0.4%.
Check Schwab 5 Probability Of Bankruptcy

Geographic Allocation (%)

Schwab 5 10 Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Schwab 5. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Schwab 5 Against Markets

When determining whether Schwab 5 10 offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Schwab 5's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Schwab 5 10 Year Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Schwab 5 10 Year Etf:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab 5 10 Year. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in rate.
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The market value of Schwab 5 10 is measured differently than its book value, which is the value of Schwab that is recorded on the company's balance sheet. Investors also form their own opinion of Schwab 5's value that differs from its market value or its book value, called intrinsic value, which is Schwab 5's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Schwab 5's market value can be influenced by many factors that don't directly affect Schwab 5's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Schwab 5's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab 5 is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab 5's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.