Schwab Long Term Us Etf Profile

SCHQ Etf  USD 33.75  0.27  0.81%   

Performance

0 of 100

 
Low
 
High
Very Weak

Odds Of Distress

Less than 9

 
100  
 
Zero
Low
Schwab Long is selling at 33.75 as of the 28th of March 2024; that is 0.81 percent increase since the beginning of the trading day. The etf's last reported lowest price was 33.51. 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 US are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of June 2022 and ending today, the 28th of March 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 US

Moving together with Schwab Etf

  0.9TLT IShares 20 Year Aggressive PushPairCorr
  0.95IEF IShares 7-10 YearPairCorr
  1.0SPTL SPDR Barclays LongPairCorr
  0.99TLH IShares 10-20 YearPairCorr
  0.99EDV Vanguard ExtendedPairCorr
  0.98GOVZ IShares 25 Year Low VolatilityPairCorr

Moving against Schwab Etf

  0.59VUG Vanguard Growth IndexPairCorr
  0.52SPY SPDR SP 500PairCorr
  0.52IVV IShares Core SPPairCorr
  0.5VTI Vanguard Total StockPairCorr

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 Long's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Schwab Long or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
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 Management622.21 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 Constituents90.0
Market MakerJane Street
Total Expense0.03
Management Fee0.03
Country NameUSA
Returns Y T D(3.89)
NameSchwab Long-Term U.S. Treasury ETF
Currency CodeUSD
Open FigiBBG00PZFJPC3
In Threey Volatility15.66
1y Volatility17.53
200 Day M A33.5465
50 Day M A33.5551
CodeSCHQ
Updated At28th of March 2024
Currency NameUS Dollar
In Threey Sharp Ratio(0.77)
Schwab Long Term US [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 -8.5%.
Check Schwab Long Probability Of Bankruptcy

Top Schwab Long Term US 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 Target Price Odds Analysis

In regard to a normal probability distribution, the odds of Schwab Long jumping above the current price in 90 days from now is about 46.73%. The Schwab Long Term US probability density function shows the probability of Schwab Long etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days Schwab Long has a beta of 0.5697. This usually implies as returns on the market go up, Schwab Long average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Schwab Long Term US will be expected to be much smaller as well. Additionally, schwab Long Term US has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 33.75HorizonTargetOdds Above 33.75
52.68%90 days
 33.75 
46.73%
Based on a normal probability distribution, the odds of Schwab Long to move above the current price in 90 days from now is about 46.73 (This Schwab Long Term US probability density function shows the probability of Schwab Etf to fall within a particular range of prices over 90 days) .

Schwab Long Top Holders

ROROATAC US RotationEtfTactical Allocation
More Details

Schwab Long-Term Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Schwab Long market risk premium is the additional return an investor will receive from holding Schwab Long 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 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. Although Schwab Long's alpha and beta are two of the key measurements used to evaluate Schwab Long's performance over the market, the standard measures of volatility play an important role as well.

Schwab Long Against Markets

Picking the right benchmark for Schwab Long 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 Long 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 Long is critical whether you are bullish or bearish towards Schwab Long Term US at a given time. Please also check how Schwab Long'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 Long 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?

Run Fundamental Analysis Now

   

Fundamental Analysis

View fundamental data based on most recent published financial statements
All  Next Launch Module

How to buy Schwab Etf?

Before investing in Schwab Long, 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 Long. To buy Schwab Long etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Schwab Long. 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 Long etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Schwab Long Term US 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 Long Term US 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 Long Term US, 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 Long guide.

Already Invested in Schwab Long Term US?

The danger of trading Schwab Long Term US 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 Long 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 Long. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Schwab Long-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 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 Us Etf. Highlighted below are key reports to facilitate an investment decision about Schwab Long Term Us Etf:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab Long Term US. 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 Long-Term information on this page should be used as a complementary analysis to other Schwab Long'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 Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.

Complementary Tools for Schwab Etf analysis

When running Schwab Long's price analysis, check to measure Schwab Long's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Schwab Long is operating at the current time. Most of Schwab Long's value examination focuses on studying past and present price action to predict the probability of Schwab Long's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Schwab Long's price. Additionally, you may evaluate how the addition of Schwab Long to your portfolios can decrease your overall portfolio volatility.
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Share Portfolio
Track or share privately all of your investments from the convenience of any device
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Price Transformation
Use Price Transformation models to analyze the depth of different equity instruments across global markets
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Price Ceiling Movement
Calculate and plot Price Ceiling Movement for different equity instruments
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
Portfolio Analyzer
Portfolio analysis module that provides access to portfolio diagnostics and optimization engine
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Top Crypto Exchanges
Search and analyze digital assets across top global cryptocurrency exchanges
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Content Syndication
Quickly integrate customizable finance content to your own investment portal
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.