Schwab Intermediate Term Treasury Etf Profile
| SCHR Etf | USD 25.07 0.01 0.04% |
PerformanceFair
| Odds Of DistressLow
|
Schwab Intermediate is selling at 25.07 as of the 4th of January 2026; that is 0.04 percent decrease since the beginning of the trading day. The etf's lowest day price was 25.06. Schwab Intermediate has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat fair performance during the last 90 days. The performance scores are derived for the period starting the 6th of October 2025 and ending today, the 4th of January 2026. Click here to learn more.
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. More on Schwab Intermediate Term Treasury
Moving together with Schwab Etf
Schwab Etf Highlights
| Thematic Idea | Treasury ETFs (View all Themes) |
| Business Concentration | Treasury ETFs, Intermediate Government, Schwab ETFs (View all Sectors) |
| Issuer | Charles Schwab |
| Inception Date | 2010-08-05 |
| Benchmark | Bloomberg US Treasury 3-10 Year Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 12.2 Billion |
| Average Trading Volume | 1.98 Million |
| Asset Type | Fixed Income |
| Category | U.S. Government |
| Focus | Treasury |
| 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 | 119 |
| Market Maker | Flow Traders |
| Total Expense | 0.03 |
| Management Fee | 0.03 |
| Country Name | USA |
| Returns Y T D | 7.45 |
| Name | Schwab Intermediate-Term U.S. Treasury ETF |
| Currency Code | USD |
| Open Figi | BBG000BGP762 |
| In Threey Volatility | 5.15 |
| 1y Volatility | 3.23 |
| 200 Day M A | 24.9672 |
| 50 Day M A | 25.162 |
| Code | SCHR |
| Updated At | 3rd of January 2026 |
| Currency Name | US Dollar |
Schwab Intermediate Term Treasury [SCHR] is traded in USA and was established 2010-08-05. The fund is listed under Intermediate Government category and is part of Schwab ETFs family. The entity is thematically classified as Treasury ETFs. Schwab Intermediate at this time have 7.91 B in assets. , while the total return for the last 3 years was 4.1%.
Check Schwab Intermediate Probability Of Bankruptcy
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 Intermediate Term Treasury 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 Intermediate Term Treasury Etf Constituents
| United States Treasury Notes 0.88% | 2.41% |
| United States Treasury Notes 1.25% | 1.83% |
| United States Treasury Notes 2.38% | 1.6% |
| United States Treasury Notes 0.75% | 1.9% |
| United States Treasury Notes 1.12% | 2.47% |
| United States Treasury Notes 2.88% | 1.5800001% |
| United States Treasury Notes 3.12% | 1.62% |
| United States Treasury Notes 0.62% | 1.65% |
Schwab Intermediate Top Holders
| MCNAX | Madison Servative Allocation | Mutual Fund | Allocation--15% to 30% Equity | |
| MSTBX | Morningstar Defensive Bond | Mutual Fund | Short-Term Bond | |
| MMDAX | Madison Moderate Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| MAGSX | Madison Aggressive Allocation | Mutual Fund | Allocation--70% to 85% Equity | |
| MSTRX | Morningstar Total Return | Mutual Fund | Intermediate Core Bond | |
| ATACX | Atac Inflation Rotation | Mutual Fund | Tactical Allocation | |
| ATCIX | Atac Inflation Rotation | Mutual Fund | Tactical Allocation | |
| GPINX | Guidepath Income | Mutual Fund | Intermediate Core-Plus Bond |
Schwab Intermediate 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 Intermediate. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Mean Deviation | 0.1417 | |||
| Semi Deviation | 0.1121 | |||
| Standard Deviation | 0.1822 | |||
| Variance | 0.0332 |
Schwab Intermediate Technical Analysis
Transformation |
The output start index for this execution was zero with a total number of output elements of sixty-one. Schwab Intermediate Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe Schwab Intermediate price patterns.
Schwab Intermediate Against Markets
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab Intermediate Term Treasury. 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. You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..
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.