Schwab US TIPS ETF

SCHP

Market cap $14.3B

Overview Fund Activity

27.07 USD

-0.03

0.11%

At close Updated Sep 17, 4:00 PM EDT

Pre-market

After hours

27.08

+0.01

0.04%

1 day

-0.11%

5 days

0%

1 month

1.65%

3 months

2.42%

6 months

2.19%

Year to date

4.88%

1 year

0.67%

5 years

-12.2%

10 years

0.67%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

21% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 58

19% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 230

3% more funds holding in top 10

Funds holding in top 10: 61 [Q1] → 63 (+2) [Q2]

0% more funds holding

Funds holding: 651 [Q1] → 653 (+2) [Q2]

2% less capital invested

Capital invested by funds: $8.81B [Q1] → $8.67B (-$144M) [Q2]

3.72% less ownership

Funds ownership: 67.77% [Q1] → 64.05% (-3.72%) [Q2]

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Financial journalist opinion

SCHP: A Low Cost For Inflation Hedging

SCHP offers low-cost, broad exposure to US TIPS, tracking the Bloomberg US Treasury Inflation-Linked Bond Index with high efficiency. The ETF's value is highly sensitive to real interest rate movements; a +100 bps rise in real rates could reduce value by about 5.8%. Current 10-year breakeven inflation expectations are elevated, limiting near-term upside unless new inflation surprises emerge.

SCHP: A Low Cost For Inflation Hedging

SCHP: 3 Reasons To Consider Buying This ETF

Schwab U.S. TIPS ETF has lower fees compared to other similar products. SCHP has outperformed both peer TIPS funds and nominal Treasury ETFs since inception, driven by lower fees and inflation protection. Fiscal and monetary policy trends are likely to remain supportive of inflation, making TIPS exposure attractive for investors.

SCHP: 3 Reasons To Consider Buying This ETF

SCHP: Blend With Intermediate-Term Treasury For Improved Risk-Adjusted Returns

Blending TIPS with intermediate-term treasury bonds enhances risk-adjusted returns, offering a Sharpe ratio of 0.46, better than holding each asset class alone. When paired with equities, a 50/50 ITT/US portfolio yields the highest Sharpe ratio of 0.66, outperforming other combinations. SCHP is my preferred TIPS fund due to its low 0.03% expense ratio, diversified holdings, and high liquidity with $11.45B AUM.

SCHP: Blend With Intermediate-Term Treasury For Improved Risk-Adjusted Returns

Schwab Asset Management Announces ETF Share Splits

WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Asset Management®, the asset management arm of The Charles Schwab Corporation, today announced forward share splits on 20 Schwab ETFs. Forward ETF share splits increase the number of shares outstanding and decrease the Net Asset Value (NAV) per share. The share splits will not change the total value of a shareholder's investment. The ETF share splits will apply to shareholders of record as of the close of US markets on October 9, 2024, payable after the.

Schwab Asset Management Announces ETF Share Splits

SCHP: The Place To Be In This Rate Cutting Cycle

The Schwab U.S. TIPS ETF (SCHP) owns a portfolio of Treasury Inflation-Protected Securities. With the Fed cutting interest rates while inflation remains above target, SCHP should continue to see dual tailwinds from higher principal adjustments and duration returns. Paradoxically, the key risk to monitor is inflation. If inflation surges, the Fed may have to restart rate hikes, which could lead to duration losses for the SCHP.

SCHP: The Place To Be In This Rate Cutting Cycle

SCHP: Offers Compelling Value Here

SCHP holds a portfolio of long-duration treasury inflation protected securities ("TIPS"). Elevated inflation should boost principal adjustments to SCHP. But with the Fed likely to stand pat unless inflation reaccelerates out of control, so further NAV declines may be limited. On the other hand, if the economy weakens, the Fed appears ready to lower interest rates to support jobs, which should boost NAV for SCHP.

SCHP: Reveals Lack Of Realism In Inflation Picture

We think U.S. bond markets are underestimating how difficult it might be to fight inflation. We'll have confirmation one way or another starting next Tuesday. Schwab U.S. TIPS ETF™ contains TIPS, and an effective duration of around 7 years, where the implied expectations for inflation are too low and therefore the SCHP ETF is attractive. However, the duration and sensitivity to changes in real rate assumptions is a reason why we would opine that additional caution should be taken in addition to caution around macro.

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