SCHRSchwab Intermediate-Term U.S. Treasury ETF
SCHR Fund Description
SCHR tracks a market-value-weighted index of investment grade debt issued by the US Treasury with remaining maturity of 3-10 years.
SCHR Factset Analytics Insight
SCHR delivers intermediate exposure (3-10 year maturity) to US Treasurys. Most of the times, roughly 50% of its coverage is in the 3-5 year range, with the remainder distributed over the 5-10 year baskets. This bias toward the longer maturities raises SCHR's weighted average maturity and duration considerably above the broader market, creating more interest-rate risk and a higher yield. These attributes align with SCHR's 3-10 year focus. The underlying index undergoes monthly updates, it includes fixed-rate and non-convertibles and excludes US Treasury stripped securities. SCHR uses sampling techniques which purchases securities that matches the return and risk characteristics of the Underlying Index.
SCHR MSCI ESG Analytics Insight
Schwab Intermediate-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 Intermediate-Term U.S. Treasury ETF ranks in the 48th percentile within its peer group and in the 19th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SCHR Summary Data
SCHR Portfolio Data
SCHR Index Data
SCHR Portfolio Management
SCHR Tax Exposures
SCHR Fund Structure
SCHR Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SCHR. SCHR is rated a N/A out of 5.
SCHR Sector/Industry Breakdown
SCHR Top 10 Holdings[View All]
SCHR Top 5 Countries
SCHR Top 5 Currencies