Schwab 1 5 Year Etf Profile

SCHJ Etf  USD 24.53  0.03  0.12%   

Performance

6 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 9

 
High
 
Low
Low
Schwab 1 is selling for 24.53 as of the 28th of November 2024. This is a 0.12 percent increase since the beginning of the trading day. The etf's last reported lowest price was 24.5. Schwab 1 has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. Equity ratings for Schwab 1 5 Year are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 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 1-5 is traded on NYSEARCA Exchange in the United States. More on Schwab 1 5 Year

Moving together with Schwab Etf

  0.71BSV Vanguard Short TermPairCorr
  0.78IGSB iShares 1 5PairCorr
  0.85SPSB SPDR Barclays ShortPairCorr
  0.71ISTB iShares Core 1PairCorr
  0.86SLQD iShares 0 5PairCorr

Schwab Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationCorporate ETFs, Investment Grade ETFs, Short-Term Bond, Schwab ETFs (View all Sectors)
IssuerCharles Schwab
Inception Date2019-10-10
BenchmarkBloomberg US 1-5 Year Corporate Bond Index
Entity TypeRegulated Investment Company
Asset Under Management472.58 Million
Asset TypeFixed Income
CategoryCorporate
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 Constituents2,730
Market MakerJane Street
Total Expense0.03
Management Fee0.03
Country NameUSA
Returns Y T D4.73
NameSchwab 1-5 Year Corporate Bond ETF
Currency CodeUSD
Open FigiBBG00PZFDDJ9
In Threey Volatility4.0
1y Volatility3.43
200 Day M A24.4293
50 Day M A24.5895
CodeSCHJ
Updated At27th of November 2024
Currency NameUS Dollar
In Threey Sharp Ratio(0.64)
Schwab 1 5 Year [SCHJ] is traded in USA and was established 2019-10-09. The fund is listed under Short-Term Bond category and is part of Schwab ETFs family. The entity is thematically classified as Corporate ETFs. Schwab 1 5 at this time have 343.24 M in assets. , while the total return for the last 3 years was 1.7%.
Check Schwab 1 Probability Of Bankruptcy

Geographic Allocation (%)

Top Schwab 1 5 Year Etf Constituents

LHLaboratory ofStockHealth Care
NEUNewMarketStockMaterials
MUFGMitsubishi UFJ FinancialStockFinancials
PEPPepsiCoStockConsumer Staples
HASHasbro IncStockConsumer Discretionary
CHDChurch DwightStockConsumer Staples
HRLHormel FoodsStockConsumer Staples
TTTrane Technologies plcStockIndustrials
More Details

Schwab 1 5 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 1. 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 1 Against Markets

When determining whether Schwab 1 5 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 1 5 Year Etf. Highlighted below are key reports to facilitate an investment decision about Schwab 1 5 Year Etf:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab 1 5 Year. 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.
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The market value of Schwab 1 5 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 1's value that differs from its market value or its book value, called intrinsic value, which is Schwab 1'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 1's market value can be influenced by many factors that don't directly affect Schwab 1'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 1's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab 1 is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab 1'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.