SCHQSchwab Long-Term U.S. Treasury ETF
SCHQ Fund Description
SCHQ tracks a market-value weighted Index of U.S. Investment-grade Treasury bonds with remaining maturities of 10 years or more.
SCHQ Factset Analytics Insight
SCHQ provides access to U.S. Treasury bonds in a 10-year and longer spectrum. It’s a straightforward, low-cost fund which effectively captures the long-end of the Treasury yield curve and can serve as part of the core for a diversified portfolio. The fund may also invest up to 10% of its net assets in securities other than those guaranteed by the US treasury. The fund considers interest rate, yield curve risk, maturity exposures, and other risk factors and characteristics in considering securities to be pooled from the index. Securities that are included must be fixed-rate and non-convertible. Securities in the index are updated on the last business day of each month. U.S. Treasury Stripped securities are discounted in the inclusion. In all, SCHQ charges a competitive fee, making it a possible option for investors who seek long-term Treasury exposure. The underlying index is the Bloomberg Barclays US Long Treasury Index.
SCHQ MSCI ESG Analytics Insight
Schwab Long-Term U.S. Treasury ETF has an MSCI ESG Fund Rating of A based on a score of 6.10 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 Long-Term U.S. Treasury ETF ranks in the 53th percentile within its peer group and in the 26th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SCHQ Summary Data
SCHQ Portfolio Data
SCHQ Index Data
SCHQ Portfolio Management
SCHQ Tax Exposures
SCHQ Fund Structure
SCHQ Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SCHQ. SCHQ is rated a N/A out of 5.
SCHQ Sector/Industry Breakdown
SCHQ Top 10 Holdings[View All]
SCHQ Top 5 Countries
SCHQ Top 5 Currencies