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ETFs

Schwab US Aggregate Bond ETF

SCHZ
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Jul 14 2011
Expense Ratio
0.03%
Type
US Bonds
Fund Owner
Schwab
Volume (1m avg. daily)
$26,527,414
AUM
$6,985,655,410
Associated Index
Bloomberg US Aggregate Bond Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus
View

Top 10 Holdings

n/a
US TREASURY N/B 05/33 3.375
0.50%
n/a
US TREASURY N/B 02/33 3.5
0.45%
n/a
FNMA TBA 30 YR 5 SINGLE FAMILY MORTGAGE
0.44%
n/a
US TREASURY N/B 08/32 2.75
0.40%
n/a
US TREASURY N/B 11/32 4.125
0.40%
n/a
Fannie Mae 4.5 % TBA MBS Single Family 30 Years Maturity Settles October
0.38%
n/a
US TREASURY N/B 11/31 1.375
0.37%
n/a
US TREASURY N/B 02/32 1.875
0.36%
n/a
US TREASURY N/B 05/32 2.875
0.36%
n/a
US TREASURY N/B 08/31 1.25
0.36%
Invest with SCHZ

What is SCHZ?

The fund s goal is to track as closely as possible, before fees and expenses, the total return of an index that measures the performance of the Bloomberg US Aggregate Bond Index.

ETFs related toSCHZ

ETFs correlated to SCHZ include BND, AGG, EAGG

SCHZ
Schwab Strategic Trust - Schwab US Aggregate Bond ETF
BND
Vanguard Group, Inc. - Vanguard Total Bond Market ETF
AGG
BlackRock Institutional Trust Company N.A. - iShares Core U.S. Aggregate Bond ETF
EAGG
iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
BKAG
BNY Mellon ETF Trust - BNY Mellon Core Bond ETF
SPAB
SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
AVIG
American Century ETF Trust - Avantis Core Fixed Income ETF
IUSB
BlackRock Institutional Trust Company N.A. - iShares Core Total USD Bond Market ETF
BIV
Vanguard Group, Inc. - Vanguard Intermediate-Term Bond ETF
FLCB
Franklin Templeton ETF Trust - Franklin U.S. Core Bond ETF
NUBD
Nuveen Fund Advisors LLC - NuShares ESG U.S. Aggregate 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.

Automated Strategies
Related toSCHZ

#PTAC

Pick the Trending Asset Class

Category

Momentum, Tactical Asset Allocation, Be Risk Aware, Ride the Momentum

Risk Rating

Moderate

#DPE

Diversify with Private Equity

Category

Getting Started, Go Global, Diversification

Risk Rating

Moderate

Create your own algorithmic trading strategy with SCHZ using Composer

FAQ

SCHZ is a US Bonds ETF. The fund s goal is to track as closely as possible, before fees and expenses, the total return of an index that measures the performance of the Bloomberg US Aggregate Bond Index.

SCHZ tracks the Bloomberg US Aggregate Bond Index.

No, SCHZ 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, SCHZ 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 SCHZ is -0.0137%. This is the percent change in the value of SCHZ over the most recent 1-month period. The 3-month return on SCHZ is -0.0334%. This is the percent change in the value of SCHZ over the most recent 3-month period.

The standard deviation of SCHZ for the past year is 0.0781%. 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 SCHZ include GSY, GVI, and BLV.

ETFs correlated to SCHZ include BND, AGG, and EAGG.

ETFs that are inversely correlated to SCHZ include PST, TBX, and TTT.

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.