SCHO

Schwab Short-Term U.S. Treasury ETF

$24.35

+0.00%

Market closed. Last update: 10:58 PM ET

📎 Investment Objective

The Schwab Short-Term U.S. Treasury ETF seeks to track the performance of the Bloomberg U.S. Treasury 1-3 Year Index, which measures the performance of U.S. Treasury securities with remaining maturities between 1 and 3 years.

Overview

ETF tracking Schwab Short-Term U.S. Treasury ETF

Category Treasury

Issuer Charles Schwab

Inception Date 2010-08-05

Market Cap $11.2B

Average Volume N/A

Dividend Yield 3.45%

52-Week Range $24.06 - $24.46

VWAP $24.36

Performance

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Investment Summary

📎 Investment Objective

🎯 Investment Strategy

The ETF invests in a representative sample of the securities included in the underlying index, holding securities with similar characteristics to the index. The fund aims to provide exposure to short-term U.S. Treasury bonds while minimizing interest rate risk.

✨ Key Features

Focuses on short-term U.S. Treasury securities with maturities between 1 and 3 years
Seeks to track the performance of the Bloomberg U.S. Treasury 1-3 Year Index
Extremely low expense ratio of 0.00%
Relatively low interest rate risk compared to longer-term Treasury funds

⚠️ Primary Risks

Interest rate risk: The value of the fund's holdings may decline if interest rates rise
Credit risk: The risk that the U.S. government may not be able to make timely interest or principal payments
Tracking error risk: The fund may not perfectly track the performance of its underlying index
Liquidity risk: The fund's shares may trade at a premium or discount to net asset value

👤 Best For

This ETF may be suitable for investors seeking exposure to short-term U.S. Treasury securities as a low-risk, low-volatility component of a diversified portfolio. It may be particularly appealing to conservative investors or those with a shorter investment horizon who want to minimize interest rate risk.