SCHJ

Schwab 1-5 Year Corporate Bond ETF
*Unless otherwise stated, data provided by FactSet.

SCHJ Fund Description

SCHJ tracks a market-weighted index of USD-denominated investment-grade corporate bonds with short-term maturities of 1-5 years.

SCHJ Factset Analytics Insight

SCHJ is designed to provide exposure to short-term U.S. investment-grade corporate bonds. The fund tracks the Bloomberg Barclays US 1-5 Year Corporate Bond Index. The fund also invests on non-U.S. corporate bonds in the industrial, utility and financial sector. The index excludes certain types of securities, including contingent capital securities, inflation-linked bonds, floating-rate bonds, taxable and tax-exempt municipal securities, structured notes and pass-through certificates. The index is market capitalization weighted. The securities in the index are updated on the last business day of each month.

SCHJ MSCI ESG Analytics Insight

Schwab 1-5 Year Corporate Bond ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.16 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Schwab 1-5 Year Corporate Bond ETF ranks in the 41st percentile within its peer group and in the 17th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

SCHJ Charts And Performance

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Total Return Chart (%)
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Select ETFs to compare their performance:
PERFORMANCE [as of 05/21/20] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
SCHJ 0.25% 0.21% 0.87% -- -- -- --
ticker (NAV) 1.29% 0.60% 1.65% -- -- -- --
Bloomberg Barclays U.S. 1-5 Year Corporate Bond Index 1.35% 0.58% 1.66% 5.54% 3.44% 2.96% --
Bloomberg Barclays U.S. Corporate Bond 1-3 Year Index 1.09% 0.75% 1.44% 4.51% 3.00% 2.49% 2.51%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

SCHJ Summary Data

Schwab
10/10/19
Open-Ended Fund
0.05%
$131.33M
$2.24M
0.12%

SCHJ Portfolio Data

2.62
--
2.18%
06/01/20
1217

SCHJ Index Data

Bloomberg Barclays U.S. 1-5 Year Corporate Bond Index
Market Value
Market Value
Bloomberg Barclays U.S. Corporate Bond 1-3 Year Index

SCHJ Portfolio Management

0.05%
--
--
--

SCHJ Tax Exposures

20.00% / 39.60%
--
Ordinary income
No

SCHJ Fund Structure

Open-Ended Fund
No
No
100% / 0%
N/A
N/A
Low
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

SCHJ Factset Analytics Block Liquidity

As of 05/22/20
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of SCHJ. SCHJ is rated a N/A out of 5.

SCHJ Tradability

44,907
$2.24M
12,870
$626.62K
0.12%
$0.06
0.03%
1.24% / -8.10%
None
100.00%
50,000
0.26
0.00%
--
0
$50.53
N/A

SCHJ Sector/Industry Breakdown


SCHJ
Segment Benchmark
47.54%
--
46.37%
--
4.18%
--
1.15%
--
0.76%
--

SCHJ Top 10 Holdings[View All]

1.64%
0.92%
0.91%
0.90%
0.88%
0.83%
0.78%
0.68%
0.61%
0.58%
8.73%

SCHJ Top 5 Countries


SCHJ
Segment Benchmark
83.30%
--
5.34%
--
3.17%
--
2.78%
--
1.86%
--

SCHJ Top 5 Currencies


SCHJ
Segment Benchmark
100.00%
--

SCHJ Performance Statistics

0.95
1.26
--
--
--

SCHJ MSCI ESG Ratings

5.16 / 10
17.45
40.61
8.33%
3.86%
205.70

SCHJ Holdings Statistics

2.79 years
2.62
2.18%
2.62
Low
1217
0.50%

SCHJ Avg Life Maturity Distribution

1.39%
26.76%
27.18%
43.52%
1.15%
--
--
--
--

SCHJ OAS Breakdown

93.89%
5.98%
0.13%
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--
--
--
--
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--
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