SCHZ

Schwab US Aggregate Bond ETF

$23.20

+0.00%

Market closed. Last update: 2:21 AM ET

📎 Investment Objective

The Schwab US Aggregate Bond ETF (SCHZ) seeks to track the performance of the Bloomberg Barclays US Aggregate Bond Index, which represents the U.S. investment-grade bond market.

Overview

ETF tracking Schwab US Aggregate Bond ETF

Category Fixed Income

Issuer Charles Schwab

Inception Date 2011-07-14

Market Cap $9.9B

Average Volume N/A

Dividend Yield 3.42%

52-Week Range $22.67 - $23.71

VWAP $23.21

Performance

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Price Chart

Investment Summary

📎 Investment Objective

The Schwab US Aggregate Bond ETF (SCHZ) seeks to track the performance of the Bloomberg Barclays US Aggregate Bond Index, which represents the U.S. investment-grade bond market.

🎯 Investment Strategy

The ETF invests in a broad range of U.S. dollar-denominated, investment-grade fixed-income securities, including U.S. government bonds, corporate bonds, and mortgage-backed securities. The fund aims to provide broad exposure to the U.S. bond market and generate income for investors.

✨ Key Features

Broad exposure to the U.S. investment-grade bond market
Tracks the Bloomberg Barclays US Aggregate Bond Index
Low-cost, with a 0.00% expense ratio
Suitable for investors seeking core fixed-income exposure

⚠️ Primary Risks

Interest rate risk: Bond prices may decline as interest rates rise
Credit risk: The risk of default or downgrade by bond issuers
Liquidity risk: Difficulty buying or selling bonds in certain market conditions
Reinvestment risk: The risk that future cash flows will need to be reinvested at lower interest rates

👤 Best For

This ETF is best suited for investors seeking broad, low-cost exposure to the U.S. investment-grade bond market as a core fixed-income holding in a diversified portfolio. It may be appropriate for investors with a moderate risk tolerance and a medium-to-long-term investment horizon.