SCHR

Schwab Intermediately-Term U.S. Treasury ETF

$25.11

+0.00%

Market closed. Last update: 10:54 PM ET

📎 Investment Objective

The Schwab Intermediately-Term U.S. Treasury ETF seeks to track the performance of the Bloomberg Barclays U.S. Intermediate Treasury Bond Index, which measures the performance of public obligations of the U.S. Treasury with maturities between 1 and 10 years.

Overview

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

Category Treasury

Issuer Charles Schwab

Inception Date 2010-08-05

Market Cap $11.5B

Average Volume N/A

Dividend Yield 3.23%

52-Week Range $24.05 - $25.34

VWAP $25.12

Performance

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Investment Summary

📎 Investment Objective

🎯 Investment Strategy

The ETF invests in a representative sample of the securities included in the index, holding securities with a range of maturities to maintain a portfolio with an average duration similar to the index. The fund aims to provide exposure to the intermediate-term U.S. Treasury market.

✨ Key Features

Focuses on intermediate-term U.S. Treasury bonds with maturities between 1 and 10 years
Seeks to track the performance of the Bloomberg Barclays U.S. Intermediate Treasury Bond Index
Employs a sampling strategy to replicate the index's performance
Offers low-cost exposure to the U.S. Treasury market

⚠️ Primary Risks

Interest rate risk: The fund's value may decline due to rising interest rates
Credit risk: The risk of default on U.S. Treasury securities is low, but not zero
Tracking error risk: The fund may not perfectly track its underlying index
Liquidity risk: Reduced liquidity in the Treasury market could impact the fund's ability to trade

👤 Best For

The Schwab Intermediately-Term U.S. Treasury ETF may be suitable for investors seeking low-risk, low-cost exposure to the intermediate-term U.S. Treasury market as part of a diversified fixed-income portfolio. It may be particularly appealing to conservative investors or those with a shorter investment horizon.