Schwab Aggregate Bond Etf Profile

SCHZ Etf  USD 22.92  0.01  0.04%   

Performance

0 of 100

 
Weak
 
Strong
Very Weak

Odds Of Distress

Less than 9

 
High
 
Low
Low
Schwab Aggregate is trading at 22.92 as of the 22nd of November 2024; that is 0.04 percent decrease since the beginning of the trading day. The etf's open price was 22.93. Schwab Aggregate 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 Aggregate Bond are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 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 US is traded on NYSEARCA Exchange in the United States. More on Schwab Aggregate Bond

Moving together with Schwab Etf

  0.98BND Vanguard Total Bond Sell-off TrendPairCorr
  0.99AGG iShares Core Aggregate Sell-off TrendPairCorr
  0.98BIV Vanguard Intermediate Sell-off TrendPairCorr
  0.98SPAB SPDR Portfolio Aggregate Sell-off TrendPairCorr
  0.98EAGG iShares ESG AggregatePairCorr
  0.98FLCB Franklin Templeton ETFPairCorr

Moving against Schwab Etf

  0.7VUG Vanguard Growth IndexPairCorr
  0.64VTI Vanguard Total StockPairCorr
  0.63SPY SPDR SP 500PairCorr
  0.63IVV iShares Core SPPairCorr
  0.63VB Vanguard Small CapPairCorr
  0.61VO Vanguard Mid CapPairCorr

Schwab Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationInvestment Grade ETFs, Broad Debt ETFs, Intermediate Core Bond, Schwab ETFs (View all Sectors)
IssuerCharles Schwab
Inception Date2011-07-14
BenchmarkBloomberg US Aggregate Bond Index
Entity TypeRegulated Investment Company
Asset Under Management8.38 Billion
Average Trading Valume1.33 Million
Asset TypeFixed Income
CategoryBroad Debt
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 Constituents10,907
Market MakerVirtu Financial
Total Expense0.03
Management Fee0.03
Country NameUSA
Returns Y T D1.6
NameSchwab U.S. Aggregate Bond ETF
Currency CodeUSD
Open FigiBBG001WBMKQ0
In Threey Volatility7.74
1y Volatility7.63
200 Day M A23.1633
50 Day M A23.3546
CodeSCHZ
Updated At21st of November 2024
Currency NameUS Dollar
Schwab Aggregate Bond [SCHZ] is traded in USA and was established 2011-07-14. The fund is listed under Intermediate Core Bond category and is part of Schwab ETFs family. The entity is thematically classified as Investment Grade ETFs. Schwab Aggregate Bond at this time have 6.7 B in assets. , while the total return for the last 3 years was -2.3%.
Check Schwab Aggregate Probability Of Bankruptcy

Geographic Allocation (%)

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 Aggregate Bond 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 Aggregate Bond Etf Constituents

LHLaboratory ofStockHealth Care
NEUNewMarketStockMaterials
MUFGMitsubishi UFJ FinancialStockFinancials
PEPPepsiCoStockConsumer Staples
ADCAgree RealtyStockReal Estate
HASHasbro IncStockConsumer Discretionary
TCNTricon Capital GroupStockReal Estate
CHDChurch DwightStockConsumer Staples
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Schwab Aggregate Top Holders

MDARXMainstay Moderate EtfMutual FundAllocation--50% to 70% Equity
MNEAXMainstay Conservative EtfMutual FundAllocation--30% to 50% Equity
MNELXMainstay Conservative EtfMutual FundAllocation--30% to 50% Equity
MDNAXMainstay Defensive EtfMutual FundAllocation--15% to 30% Equity
HNDLStrategy Shares NasdaqEtfModerately Conservative Allocation
MDNCXMainstay Defensive EtfMutual FundAllocation--15% to 30% Equity
MDNVXMainstay Defensive EtfMutual FundAllocation--15% to 30% Equity
MDAIXMainstay Moderate EtfMutual FundAllocation--50% to 70% Equity
More Details

Schwab Aggregate Bond 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 Aggregate. 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 Aggregate Against Markets

When determining whether Schwab Aggregate Bond offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Schwab Aggregate'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 Aggregate Bond Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Schwab Aggregate Bond Etf:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab Aggregate Bond. 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 Commodity Directory module to find actively traded commodities issued by global exchanges.
The market value of Schwab Aggregate Bond 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 Aggregate's value that differs from its market value or its book value, called intrinsic value, which is Schwab Aggregate'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 Aggregate's market value can be influenced by many factors that don't directly affect Schwab Aggregate'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 Aggregate's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Aggregate is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Aggregate'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.