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ETFs

Schwab Long-Term U.S. Treasury ETF

SCHQ
$—
Today’s Change
— (—)

Snapshot
*

Inception Date
Oct 10, 2019
Expense Ratio
0.03%
Type
US Bonds
Fund Owner
Schwab
Volume (1m avg. daily)
$4,864,704
AUM
$405,602,934
Associated Index
Bloomberg US Long Treasury Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus
View

Top 10 Holdings

—
US TREASURY N/B 11/52 4
2.68%
—
US TREASURY N/B 05/51 2.375
2.52%
—
US TREASURY N/B 05/53 3.625
2.5%
—
US TREASURY N/B 02/53 3.625
2.5%
—
US TREASURY N/B 08/41 1.75
2.48%
—
US TREASURY N/B 08/51 2
2.28%
—
US TREASURY N/B 02/41 1.875
2.27%
—
US TREASURY N/B 05/52 2.875
2.26%
—
US TREASURY N/B 02/51 1.875
2.22%
—
US TREASURY N/B 08/52 3
2.21%
Invest with SCHQ
Trade SCHQ Options

What is SCHQ?

The funds goal is to track as closely as possible, before fees and expenses, the total return of an index that measures the performance of the long-term U.S. Treasury bond market. To pursue its goal, the fund generally invests in securities that are included in the Bloomberg US Long Treasury Index. The index includes all publicly issued, U.S. Treasury securities that have a remaining maturity of ten or more years, are rated investment grade, and have $300 million or more of outstanding face value. The securities in the index must be denominated in U.S. dollars and must be fixed-rate and non-convertible. The index excludes U.S. Treasury stripped securities. The index is market capitalization weighted and the securities in the index are updated on the last business day of each month.

1M
3M
6M
YTD
1Y
3Y
Max
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SCHQ
Performance Measures**

for the time period Oct 10, 2019 to Dec 5, 2025

Returns

1M Trailing Return: -0.3%

The percent change in the value over the most recent 1-month period.

3M Trailing Return: 0.6%

The percent change in the value over the most recent 3-month period.

Measures of Risk or Volatility

Max Drawdown: -46.1%

The greatest percent loss from peak to trough in value over the time period.

Standard Deviation: 15.7%

The typical amount that daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

Measures of Risk-Adjusted Performance

Sharpe Ratio: -0.18

The annualized arithmetic mean of the daily returns divided by the annualized standard deviation of the daily returns for the selected time period.

Calmar Ratio: -0.09

The annualized return divided by the max drawdown for the selected time period.

ETFs related toSCHQ

ETFs correlated to SCHQ include SPTL, UBT, VGLT

SCHQ
Schwab Strategic Trust - Schwab US Long-Term U.S. Treasury ETF
SPTL
SSgA Active Trust - SPDR Portfolio Long Term Treasury ETF
UBT
ProShares Trust - ProShares Ultra 20+ Year Treasury 2x Shares
VGLT
Vanguard Group, Inc. - Vanguard Long-Term Treasury ETF
TMF
Direxion Shares ETF Trust - Direxion Daily 20+ Year Treasury Bull 3X Shares
TLT
BlackRock Institutional Trust Company N.A. - iShares 20+ Year Treasury Bond ETF
TLH
BlackRock Institutional Trust Company N.A. - iShares 10-20 Year Treasury Bond ETF
GOVI
Invesco Capital Management LLC - Invesco Equal Weight 0-30 Year Treasury ETF
EDV
Vanguard Group, Inc. - Vanguard Extended Duration Treasury ETF
ZROZ
Pimco Exchange Traded Fund - PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
BLV
Vanguard Group, Inc. - Vanguard Long-Term Bond ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Trading Strategies
Related toSCHQ

Golden Ratio Sorter

Category

Tactical trend-following, Leveraged ETFs, Risk-on/off rotation, Managed futures, Volatility hedging, Gold timing, EM rotation

OOS Cumulative Return

26.91%

Golden Ratio Sorter

Category

Tactical allocation, trend following, mean reversion, leveraged ETFs, risk-on/risk-off, managed futures, volatility hedging, gold timing, bonds, emerging markets

OOS Cumulative Return

20.38%

Create your own algorithmic trading strategy with SCHQ using Composer

FAQ

SCHQ is a US Bonds ETF. The funds goal is to track as closely as possible, before fees and expenses, the total return of an index that measures the performance of the long-term U.S. Treasury bond market. To pursue its goal, the fund generally invests in securities that are included in the Bloomberg US Long Treasury Index. The index includes all publicly issued, U.S. Treasury securities that have a remaining maturity of ten or more years, are rated investment grade, and have $300 million or more of outstanding face value. The securities in the index must be denominated in U.S. dollars and must be fixed-rate and non-convertible. The index excludes U.S. Treasury stripped securities. The index is market capitalization weighted and the securities in the index are updated on the last business day of each month.

SCHQ tracks the Bloomberg US Long Treasury Index.

No, SCHQ is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, SCHQ is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on SCHQ is -0.0523%. This is the percent change in the value of SCHQ over the most recent 1-month period. The 3-month return on SCHQ is -0.1188%. This is the percent change in the value of SCHQ over the most recent 3-month period.

The standard deviation of SCHQ for the past year is 0.1739%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to SCHQ include SHY, BIL, and IEI.

ETFs correlated to SCHQ include SPTL, UBT, and VGLT.

ETFs that are inversely correlated to SCHQ include TMV, TBF, and TBT.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.