Schwab Tips Etf Profile

SCHP Etf  USD 26.34  0.08  0.30%   

Performance

0 of 100

 
Weak
 
Strong
Very Weak

Odds Of Distress

Less than 9

 
High
 
Low
Low
Schwab TIPS is selling at 26.34 as of the 28th of November 2024; that is 0.30 percent increase since the beginning of the trading day. The etf's last reported lowest price was 26.3. Schwab TIPS has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Note, on October 18, 2024, Senator John Boozman of US Senate acquired under $15k worth of Schwab TIPS ETF's common stock.
The fund will invest at least 90 percent of its net assets in securities included in the index. Schwab US is traded on NYSEARCA Exchange in the United States. More on Schwab TIPS ETF

Moving together with Schwab Etf

  0.99TIP iShares TIPS BondPairCorr
  0.99SPIP SPDR Portfolio TIPSPairCorr
  0.87IVOL Quadratic Interest RatePairCorr
  0.95JCPI JPMorgan InflationPairCorr
  0.99TDTF FlexShares iBoxx 5PairCorr
  0.96LTPZ PIMCO 15 YearPairCorr

Moving against Schwab Etf

  0.75CPII Ionic Inflation ProtPairCorr
  0.64VUG Vanguard Growth IndexPairCorr
  0.6VTI Vanguard Total StockPairCorr
  0.6VO Vanguard Mid CapPairCorr
  0.6VB Vanguard Small CapPairCorr
  0.58SPY SPDR SP 500 Aggressive PushPairCorr

Schwab Etf Highlights

Thematic IdeaTips ETFs (View all Themes)
Old NameETFS Foreign Exchange Limited - ETFS Short CHF Long USD
Business ConcentrationSwiss Leader Price, Swiss Performance Index, CAC Utilities, Swiss Leader TR, CAC All Shares, CAC All-Tradable, CAC All Tradable, CAC Small90, CAC All-Tradable Net, CAC Mid Small, Swiss Mid Price, Swiss Performance Extra, Tips ETFs, Inflation-Protected Bond, Schwab ETFs (View all Sectors)
IssuerCharles Schwab
Inception Date2010-08-05
BenchmarkBloomberg US Treasury Inflation-Linked Bond Index (Series-L)
Entity TypeRegulated Investment Company
Asset Under Management11.81 Billion
Average Trading Valume3.96 Million
Asset TypeFixed Income
CategoryU.S. Government
FocusTIPS
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 Constituents58.0
Market MakerFlow Traders
Total Expense0.03
Management Fee0.03
Country NameUSA
Returns Y T D2.94
NameSchwab U.S. TIPS ETF
Currency CodeUSD
Open FigiBBG000BGN6P5
In Threey Volatility7.17
1y Volatility5.22
200 Day M A26.2803
50 Day M A26.4637
CodeSCHP
Updated At27th of November 2024
Currency NameUS Dollar
Schwab TIPS ETF [SCHP] is traded in USA and was established 2010-08-05. The fund is listed under Inflation-Protected Bond category and is part of Schwab ETFs family. The entity is thematically classified as Tips ETFs. Schwab TIPS ETF at this time have 14.2 B in assets. , while the total return for the last 3 years was -1.9%.
Check Schwab TIPS Probability Of Bankruptcy

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Schwab Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Schwab Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Schwab TIPS ETF Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Schwab TIPS ETF Etf Constituents

United States Treasury Notes 0.12%3.25%
United States Treasury Notes 0.25%3.41%
United States Treasury Notes 0.5%3.09%
United States Treasury Notes 0.38%3.37%
United States Treasury Notes 0.62%3.25%

Schwab TIPS Top Holders

ISWIXVoya Solution IncomeMutual FundTarget-Date Retirement
FLRQXFranklin Lifesmart 2020Mutual FundTarget-Date 2020
FTCZXFranklin Servative AllocationMutual FundAllocation--30% to 50% Equity
WMMRXWilmington Multi Manager RealMutual FundWorld Allocation
FLROXFranklin Lifesmart 2020Mutual FundTarget-Date 2020
WMRIXWilmington Multi Manager RealMutual FundWorld Allocation
ISWAXVoya Solution IncomeMutual FundTarget-Date Retirement
STGFMerk InvestmentsEtfConservative Allocation
More Details

Schwab TIPS ETF 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 TIPS. 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 TIPS Against Markets

When determining whether Schwab TIPS ETF is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Schwab Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Schwab Tips Etf. Highlighted below are key reports to facilitate an investment decision about Schwab Tips Etf:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab TIPS ETF. 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.
You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
The market value of Schwab TIPS ETF 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 TIPS's value that differs from its market value or its book value, called intrinsic value, which is Schwab TIPS'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 TIPS's market value can be influenced by many factors that don't directly affect Schwab TIPS'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 TIPS's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab TIPS is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab TIPS'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.