Schwab Long Term Treasury Etf Profile

SCHQ Etf  USD 33.26  0.22  0.67%   

Performance

0 of 100

 
Weak
 
Strong
Very Weak

Odds Of Distress

Less than 9

 
High
 
Low
Low
Schwab Long is selling at 33.26 as of the 28th of November 2024; that is 0.67 percent increase since the beginning of the trading day. The etf's last reported lowest price was 33.15. Schwab Long 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. Equity ratings for Schwab Long Term Treasury are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th 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 Long-Term is traded on NYSEARCA Exchange in the United States. More on Schwab Long Term Treasury

Moving together with Schwab Etf

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  0.99IEF iShares 7 10PairCorr
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  1.0TLH iShares 10 20PairCorr
  1.0EDV Vanguard ExtendedPairCorr

Moving against Schwab Etf

  0.92NVDU Direxion Daily NVDAPairCorr
  0.91NVDL GraniteShares 15x LongPairCorr
  0.91NVDX T Rex 2XPairCorr
  0.84CRPT First Trust SkyBridgePairCorr
  0.83USD ProShares Ultra SemiPairCorr
  0.83DAPP VanEck Digital TransPairCorr

Schwab Etf Highlights

Thematic IdeaTreasury ETFs (View all Themes)
Business ConcentrationTreasury ETFs, Long Government, Schwab ETFs (View all Sectors)
IssuerCharles Schwab
Inception Date2019-10-10
BenchmarkBloomberg US Long Treasury Index
Entity TypeRegulated Investment Company
Asset Under Management763.49 Million
Asset TypeFixed Income
CategoryU.S. Government
FocusTreasury
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 Constituents94.0
Market MakerJane Street
Total Expense0.03
Management Fee0.03
Country NameUSA
Returns Y T D(2.35)
NameSchwab Long-Term U.S. Treasury ETF
Currency CodeUSD
Open FigiBBG00PZFJPC3
In Threey Volatility15.92
1y Volatility16.07
200 Day M A33.4158
50 Day M A33.5994
CodeSCHQ
Updated At27th of November 2024
Currency NameUS Dollar
In Threey Sharp Ratio(0.87)
Schwab Long Term Treasury [SCHQ] is traded in USA and was established 2019-10-09. The fund is listed under Long Government category and is part of Schwab ETFs family. The entity is thematically classified as Treasury ETFs. Schwab Long Term at this time have 93.71 M in assets. , while the total return for the last 3 years was -10.9%.
Check Schwab Long Probability Of Bankruptcy

Top Schwab Long Term Treasury Etf Constituents

United States Treasury Bonds 1.38%2.94%
United States Treasury Bonds 1.62%3.11%
United States Treasury Bonds 3%2.78%
United States Treasury Bonds 1.88%3.69%
United States Treasury Bonds 2.88%2.92%
United States Treasury Bonds 3.38%2.96%
United States Treasury Bonds 2.25%2.6199998%

Schwab Long Top Holders

ROROATAC Rotation ETFEtfTactical Allocation
More Details

Schwab Long Term 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 Long. 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 Long Against Markets

When determining whether Schwab Long Term 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 Long Term Treasury Etf. Highlighted below are key reports to facilitate an investment decision about Schwab Long Term Treasury Etf:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab Long Term Treasury. 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 Long Term 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 Long's value that differs from its market value or its book value, called intrinsic value, which is Schwab Long'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 Long's market value can be influenced by many factors that don't directly affect Schwab Long'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 Long's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Long is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Long'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.