Schwab Intermediately-Term US Treasury ETF

SCHR

Market cap $11.4B

Overview Fund Activity

25.20 USD

-0.05

0.2%

At close Updated Sep 17, 4:00 PM EDT

Pre-market

After hours

25.19

-0.01

0.04%

1 day

-0.2%

5 days

-0.28%

1 month

1.16%

3 months

1.82%

6 months

2.19%

Year to date

3.79%

1 year

-0.9%

5 years

-14.05%

10 years

-6.87%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

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

58% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 43

31% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 144

5% more funds holding in top 10

Funds holding in top 10: 42 [Q1] → 44 (+2) [Q2]

4% more funds holding

Funds holding: 434 [Q1] → 453 (+19) [Q2]

4% more capital invested

Capital invested by funds: $8.82B [Q1] → $9.15B (+$325M) [Q2]

0.23% less ownership

Funds ownership: 84.17% [Q1] → 83.93% (-0.23%) [Q2]

See Fund Rankings

Financial journalist opinion

SCHR: Treasuries With Medium Duration

SCHR offers low-cost, passive exposure to intermediate-term U.S. Treasuries, tracking the Bloomberg 3–10 Year Index with minimal tracking error and high liquidity. Current macro indicators show a 92% probability of rate cuts, favoring the fund's 3–10 year maturity focus for price appreciation and yield capture. Yield curve analysis reveals the 'belly' remains relatively expensive, but gradual rate cuts and controlled inflation support continued relative outperformance for SCHR.

SCHR: Treasuries With Medium Duration

SCHR: Efficient ETF For Getting A 5-Year Duration

SCHR offers a compelling low expense ratio versus peers, making it a preferred choice for intermediate Treasury exposure over alternatives like IEI. Current inflation expectations outside the UMich survey are moderate, with declining oil prices helping keep inflation in check and limiting the risks for duration bets. Despite positives, I maintain a Hold rating on SCHR as the economy doesn't urgently require rate cuts and trade negotiations still create uncertainty.

SCHR: Efficient ETF For Getting A 5-Year Duration

SCHR: Low Fees For Intermediate-Term Exposure

SCHR offers a 4.48% SEC 30-day yield, which is close to the 10-year Treasury rate of 4.64%. It targets 3- to 10-year Treasury bonds, providing moderate interest rate risk and volatility, with a weighted average maturity of 5.6 years. Current economic indicators suggest a resilient labor market, reducing the likelihood of imminent interest rate cuts.

SCHR: Low Fees For Intermediate-Term Exposure

SCHR: Election Outcome Is Bearish For Duration

Schwab Intermediate-Term U.S. Treasury ETF has a 5-year duration, making it sensitive to rate changes, where the yield curve is on the rise. Inflationary pressures from Trump's policies, including tariffs and policy around illegal immigrants, could hinder disinflation and affect rate-cut expectations. Wage growth and inflation expectations as of the last measurement were already too high to be able to support serious disinflation without oil price declines.

SCHR: Election Outcome Is Bearish For Duration

24/7 Wall Street

SCHD vs SCHR: Which Charles Schwab ETFs Is a Better Buy Now?

24/7 Wall St. Key Takeaways: SCHD is best suited for long-term investors seeking both income and growth potential, while SCHR appeals to conservative investors focused on safety and capital preservation.

SCHD vs SCHR: Which Charles Schwab ETFs Is a Better Buy Now?

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

Rates Spark: ECB Presser Bear-Flattened The Curve

The ECB cut rates by 25bp as widely anticipated, but a slightly hawkish tilt bear flattened the EUR curve, which in our view remains priced aggressively. In the US, as the markets head towards the Fed's first rate cut, the probability of a larger cut rose slightly on Thursday.

Rates Spark: ECB Presser Bear-Flattened The Curve

Zacks Investment Research

5 Hot ETFs of Last Week

ETFs across various categories pulled in $4.4 billion in capital last week. U.S. fixed-income ETFs led the way with $3.4 billion in inflows, followed by inflows of $2.4 billion in leveraged ETFs.

5 Hot ETFs of Last Week

Going Longer: Deeper Rotation Into Duration?

Investors took refuge in short-term Treasury bonds throughout 2023, where they reaped the rewards of higher-yielding money markets. Meanwhile, longer duration Treasuries have been mired in a bear market since 2020 but could finally start to see a reversal of fortune.

Going Longer: Deeper Rotation Into Duration?

SCHR: Possible Upside Potential As Inflation Is Likely Already Under Control

SCHR has been range bound since 2023 with a low expense ratio and yield to maturity of 4.3%. Fund price has a strong inverse correlation to inflation and Fed fund rate, potential for capital appreciation. SCHR has limited downside risk in a possible recession, historically resilient in economic downturns, recommended as a buy.

SCHR: Possible Upside Potential As Inflation Is Likely Already Under Control

See News Rankings

Charts implemented using Lightweight Charts™