Schwab Intermediate Term Treasury Etf Fundamentals
| SCHR Etf | USD 24.43 0.01 0.04% |
Schwab Intermediate Term Treasury fundamentals help investors to digest information that contributes to Schwab Intermediate's financial success or failures. It also enables traders to predict the movement of Schwab Etf. The fundamental analysis module provides a way to measure Schwab Intermediate's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Schwab Intermediate etf.
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Schwab Intermediate Term Treasury ETF Beta Analysis
Schwab Intermediate's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current Schwab Intermediate Beta | 0.8 |
Most of Schwab Intermediate's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Schwab Intermediate Term Treasury is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
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In accordance with the recently published financial statements, Schwab Intermediate Term Treasury has a Beta of 0.8. This is much higher than that of the Schwab ETFs family and significantly higher than that of the Intermediate Government category. The beta for all United States etfs is notably lower than that of the firm.
Schwab Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Schwab Intermediate's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of Schwab Intermediate could also be used in its relative valuation, which is a method of valuing Schwab Intermediate by comparing valuation metrics of similar companies.Schwab Intermediate is currently under evaluation in beta as compared to similar ETFs.
As returns on the market increase, Schwab Intermediate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schwab Intermediate is expected to be smaller as well.
Schwab Fundamentals
| Earnings Per Share | 0.17 X | |||
| Number Of Employees | 161 | |||
| Beta | 0.8 | |||
| Market Capitalization | 3.9 B | |||
| Total Asset | 7.91 B | |||
| One Year Return | 4.70 % | |||
| Three Year Return | (1.60) % | |||
| Five Year Return | (0.20) % | |||
| Ten Year Return | 1.10 % | |||
| Net Asset | 7.91 B | |||
| Last Dividend Paid | 0.0434 |
About Schwab Intermediate Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Schwab Intermediate Term Treasury's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Schwab Intermediate using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Schwab Intermediate Term Treasury based on its fundamental data. In general, a quantitative approach, as applied to this etf, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund will invest at least 90 percent of its net assets in securities included in the index. Schwab Int-Term is traded on NYSEARCA Exchange in the United States.
Pair Trading with Schwab Intermediate
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Schwab Intermediate position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Schwab Intermediate will appreciate offsetting losses from the drop in the long position's value.Moving together with Schwab Etf
| 0.99 | GOVT | iShares Treasury Bond | PairCorr |
| 0.99 | MBB | iShares MBS ETF | PairCorr |
| 1.0 | IEI | iShares 3 7 | PairCorr |
| 1.0 | SPTI | SPDR Portfolio Inter | PairCorr |
| 0.98 | SPMB | SPDR Portfolio Mortgage | PairCorr |
Moving against Schwab Etf
| 0.89 | MEME | Roundhill Investments | PairCorr |
| 0.88 | RSPY | Tuttle Capital Management | PairCorr |
| 0.86 | MSTY | YieldMax MSTR Option | PairCorr |
| 0.84 | DSJA | DSJA | PairCorr |
| 0.75 | SPY | SPDR SP 500 Aggressive Push | PairCorr |
The ability to find closely correlated positions to Schwab Intermediate could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Schwab Intermediate when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Schwab Intermediate - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Schwab Intermediate Term Treasury to buy it.
The correlation of Schwab Intermediate is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Schwab Intermediate moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Schwab Intermediate moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Schwab Intermediate can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Schwab Intermediate Piotroski F Score and Schwab Intermediate Altman Z Score analysis. You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
The market value of Schwab Intermediate 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 Intermediate's value that differs from its market value or its book value, called intrinsic value, which is Schwab Intermediate'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 Intermediate's market value can be influenced by many factors that don't directly affect Schwab Intermediate'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 Intermediate's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Intermediate is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Intermediate'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.