Schwab Aggregate Bond Etf Profile
| SCHZ Etf | USD 44.67 0.13 0.29% |
Performance0 of 100
| Odds Of DistressLess than 9
|
Schwab Aggregate is trading at 44.67 as of the 26th of April 2024; that is -0.29 percent decrease since the beginning of the trading day. The etf's open price was 44.8. 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 27th of March 2024 and ending today, the 26th of April 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
| 1.0 | BND | Vanguard Total Bond | PairCorr |
| 1.0 | AGG | iShares Core Aggregate | PairCorr |
| 1.0 | BIV | Vanguard Intermediate | PairCorr |
| 1.0 | SPAB | SPDR Portfolio Aggregate | PairCorr |
| 0.8 | EAGG | iShares ESG Aggregate | PairCorr |
| 0.81 | FLCB | Franklin Templeton ETF | PairCorr |
| 0.99 | UITB | VictoryShares USAA Core | PairCorr |
Moving against Schwab Etf
| 0.55 | IAUF | iShares Gold Strategy Potential Growth | PairCorr |
Schwab Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Schwab Aggregate's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Schwab Aggregate or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Business Concentration | Investment Grade ETFs, Broad Debt ETFs, Intermediate Core Bond, Schwab ETFs (View all Sectors) |
| Issuer | Charles Schwab |
| Inception Date | 2011-07-14 |
| Benchmark | Bloomberg US Aggregate Bond Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 7.42 Billion |
| Average Trading Valume | 813,101.3 |
| Asset Type | Fixed Income |
| Category | Broad Debt |
| Focus | Investment Grade |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | State Street Bank and Trust Company |
| Advisor | Charles Schwab Investment Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | SEI Investments Distribution Co. |
| Portfolio Manager | Matthew Hastings, Mark McKissick, Steven Hung, Alfonso Portillo, Jr. |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Dec |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 10,334 |
| Market Maker | Virtu Financial |
| Total Expense | 0.03 |
| Management Fee | 0.03 |
| Country Name | USA |
| Returns Y T D | (3.27) |
| Name | Schwab U.S. Aggregate Bond ETF |
| Currency Code | USD |
| Open Figi | BBG001WBMKQ0 |
| In Threey Volatility | 7.23 |
| 1y Volatility | 7.22 |
| 200 Day M A | 45.3099 |
| 50 Day M A | 45.5424 |
| Code | SCHZ |
| Updated At | 26th of April 2024 |
| Currency Name | US 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 -3.6%.
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
| LH | Laboratory of | Stock | Health Care |
| NEU | NewMarket | Stock | Materials |
| MUFG | Mitsubishi UFJ Financial | Stock | Financials |
| PEP | PepsiCo | Stock | Consumer Staples |
| ADC | Agree Realty | Stock | Real Estate |
| HAS | Hasbro Inc | Stock | Consumer Discretionary |
| TCN | Tricon Capital Group | Stock | Real Estate |
Schwab Aggregate Target Price Odds Analysis
Based on a normal probability distribution, the odds of Schwab Aggregate jumping above the current price in 90 days from now is about 98.0%. The Schwab Aggregate Bond probability density function shows the probability of Schwab Aggregate etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days Schwab Aggregate has a beta of 0.2593. This usually implies as returns on the market go up, Schwab Aggregate average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Schwab Aggregate Bond will be expected to be much smaller as well. Additionally, schwab Aggregate Bond has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Schwab Aggregate to move above the current price in 90 days from now is about 98.0 (This Schwab Aggregate Bond probability density function shows the probability of Schwab Etf to fall within a particular range of prices over 90 days) .
Schwab Aggregate Top Holders
| MDARX | Mainstay Moderate Etf | Mutual Fund | Allocation--50% to 70% Equity |
| MNEAX | Mainstay Conservative Etf | Mutual Fund | Allocation--30% to 50% Equity |
| MNELX | Mainstay Conservative Etf | Mutual Fund | Allocation--30% to 50% Equity |
| MDNAX | Mainstay Defensive Etf | Mutual Fund | Allocation--15% to 30% Equity |
| HNDL | Strategy Shares Nasdaq | Etf | Moderately Conservative Allocation |
| MDNCX | Mainstay Defensive Etf | Mutual Fund | Allocation--15% to 30% Equity |
| MDAKX | Mainstay Moderate Etf | Mutual Fund | Allocation--50% to 70% Equity |
Schwab Aggregate Bond Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Schwab Aggregate market risk premium is the additional return an investor will receive from holding Schwab Aggregate long position in a well-diversified portfolio. 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. Although Schwab Aggregate's alpha and beta are two of the key measurements used to evaluate Schwab Aggregate's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | (0.06) | |||
| Jensen Alpha | (0.06) | |||
| Total Risk Alpha | (0.09) | |||
| Treynor Ratio | (0.16) |
Schwab Aggregate Against Markets
Picking the right benchmark for Schwab Aggregate etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Schwab Aggregate etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Schwab Aggregate is critical whether you are bullish or bearish towards Schwab Aggregate Bond at a given time. Please also check how Schwab Aggregate's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Schwab Aggregate without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Schwab Etf?
Before investing in Schwab Aggregate, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Schwab Aggregate. To buy Schwab Aggregate etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Schwab Aggregate. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Schwab Aggregate etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Schwab Aggregate Bond etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Schwab Aggregate Bond etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Schwab Aggregate Bond, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Schwab Etf please use our How to Invest in Schwab Aggregate guide.
Already Invested in Schwab Aggregate Bond?
The danger of trading Schwab Aggregate Bond is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Schwab Aggregate is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Schwab Aggregate. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Schwab Aggregate Bond is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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 tightly coupled with the direction of predictive economic indicators such as signals in rate. Note that the Schwab Aggregate Bond information on this page should be used as a complementary analysis to other Schwab Aggregate's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
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.