Schwab Short Term Treasury Etf Profile
| SCHO Etf | USD 47.87 0.04 0.08% |
Performance0 of 100
| Odds Of DistressLess than 9
|
Schwab Short is selling at 47.87 as of the 18th of April 2024; that is 0.08 percent up since the beginning of the trading day. The etf's open price was 47.83. Schwab Short 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 Short Term Treasury are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of March 2024 and ending today, the 18th of April 2024. Click here to learn more.
The fund will invest at least 90 percent of its net assets in securities included in the index. Schwab Short-Term is traded on NYSEARCA Exchange in the United States. More on Schwab Short Term Treasury
Moving together with Schwab Etf
| 0.99 | SHY | iShares 1 3 | PairCorr |
| 0.81 | LMBS | First Trust Low | PairCorr |
| 0.99 | SPTS | SPDR Barclays Short | PairCorr |
| 0.87 | AGZ | iShares Agency Bond | PairCorr |
| 0.9 | XTWO | Bondbloxx ETF Trust | PairCorr |
| 0.81 | XTRE | Bondbloxx ETF Trust | PairCorr |
Schwab Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Schwab Short's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Schwab Short or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Idea | Treasury ETFs (View all Themes) |
| Business Concentration | Treasury ETFs, Short Government, Schwab ETFs (View all Sectors) |
| Issuer | Charles Schwab |
| Inception Date | 2010-08-05 |
| Benchmark | Bloomberg US Treasury 1-3 Year Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 10.42 Billion |
| Average Trading Valume | 1.05 Million |
| Asset Type | Fixed Income |
| Category | U.S. Government |
| Focus | Treasury |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | State Street Bank and Trust Company |
| Advisor | Charles Schwab Investment Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | SEI Investments Distribution Co. |
| Portfolio Manager | Matthew Hastings, Mark McKissick, Steven Hung, Alfonso Portillo, Jr. |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Dec |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 103 |
| Market Maker | Flow Traders |
| Total Expense | 0.03 |
| Management Fee | 0.03 |
| Country Name | USA |
| Returns Y T D | (0.2) |
| Name | Schwab Short-Term U.S. Treasury ETF |
| Currency Code | USD |
| Open Figi | BBG000BGNS77 |
| In Threey Volatility | 2.19 |
| 1y Volatility | 1.8 |
| 200 Day M A | 48.0715 |
| 50 Day M A | 48.1258 |
| Code | SCHO |
| Updated At | 17th of April 2024 |
| Currency Name | US Dollar |
Schwab Short Term Treasury [SCHO] is traded in USA and was established 2010-08-05. The fund is listed under Short Government category and is part of Schwab ETFs family. The entity is thematically classified as Treasury ETFs. Schwab Short Term at this time have 9.7 B in assets. , while the total return for the last 3 years was -0.1%.
Check Schwab Short Probability Of Bankruptcy
Schwab Short Top Holders
| GPICX | Guidepath Conservative Income | Mutual Fund | Short-Term Bond |
| MSTBX | Morningstar Defensive Bond | Mutual Fund | Short-Term Bond |
| SWYNX | Schwab Target 2060 | Mutual Fund | Target-Date 2060+ |
| KMLM | KFA Mount Lucas | Etf | Systematic Trend |
| SWYGX | Schwab Target 2040 | Mutual Fund | Target-Date 2040 |
| SWYFX | Schwab Target 2035 | Mutual Fund | Target-Date 2035 |
| SWYLX | Schwab Target 2020 | Mutual Fund | Target-Date 2020 |
Schwab Short Term Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Schwab Short market risk premium is the additional return an investor will receive from holding Schwab Short long position in a well-diversified portfolio. 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 Short. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Schwab Short's alpha and beta are two of the key measurements used to evaluate Schwab Short's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | (0.05) | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.02) | |||
| Treynor Ratio | 0.3111 |
Schwab Short Against Markets
Picking the right benchmark for Schwab Short etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Schwab Short etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Schwab Short is critical whether you are bullish or bearish towards Schwab Short Term Treasury at a given time. Please also check how Schwab Short's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Schwab Short without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Portfolio AnywhereTrack or share privately all of your investments from the convenience of any device |
| All Next | Launch Module |
How to buy Schwab Etf?
Before investing in Schwab Short, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Schwab Short. To buy Schwab Short etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Schwab Short. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Schwab Short etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Schwab Short Term Treasury etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Schwab Short Term Treasury etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Schwab Short Term Treasury, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Schwab Etf please use our How to Invest in Schwab Short guide.
Already Invested in Schwab Short Term Treasury?
The danger of trading Schwab Short Term Treasury is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Schwab Short is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Schwab Short. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Schwab Short Term is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Schwab Short Term offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Schwab Short'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 Short Term Treasury Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Schwab Short Term Treasury Etf: Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab Short Term Treasury. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in rate. Note that the Schwab Short Term information on this page should be used as a complementary analysis to other Schwab Short's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.
The market value of Schwab Short 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 Short's value that differs from its market value or its book value, called intrinsic value, which is Schwab Short'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 Short's market value can be influenced by many factors that don't directly affect Schwab Short'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 Short's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Short is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Short'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.