SCHWAB S.T.-5-10YR.COR.BD (09S2)
XBER 
Summary
09S2 Chart
Corporate Bonds Are More Alluring Than Meets the Eye
When it comes to surging bond yields, Treasuries aren't the only game in town. That ominous scenario, which means bond prices are declining, is permeating the fixed income space, including corporate debt and the related ETFs.
SCHI: 2026 Rate Uncertainty Makes It A Hold
Schwab 5-10 Year Corporate Bond ETF is rated Hold due to insufficient margin of safety for new investors in 2026. SCHI offers a 5%-plus yield and a low 0.03% expense ratio, but its 6-year duration exposes investors to significant rate and credit risk. Stable rates allow the fund's income to deliver, but rising yields or widening BBB spreads could erode returns and NAV.
SCHI: Intermediate Corporate Bond Outlook
SCHI offers diversified exposure to US investment-grade corporate bonds with 5-10 year maturities, low expenses, and moderate interest rate sensitivity. The ETF uses a resampling strategy to minimize tracking error and transaction costs, maintaining a portfolio of over 2,200 bonds and a 21% turnover rate. Macro indicators like the butterfly heatmap and z-score suggest the current opportunity for tactical gains from curve or spread movements is limited.
SCHWAB S.T.-5-10YR.COR.BD (09S2) FAQ
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SCHWAB S.T.-5-10YR.COR.BD Profile
| XBER Exchange | US Country |
Overview
This fund focuses on investing primarily in U.S. investment grade, taxable corporate bonds that have specific characteristics. These bonds are required to have maturities ranging from five to ten years and must possess a minimum outstanding face value of $300 million. Adopting a strategy that closely aligns with the performance measurements of its referenced index, the fund aims to replicate, or at least closely follow, the financial outcomes and trends illustrated by this index. The specific index in question is designed to gauge the performance of select U.S. corporate bonds that meet its criteria. In adherence to its investment strategy and to ensure a focused approach, it is the policy of the fund to allocate at least 90% of its net assets into securities that are duly included in its benchmark index.
Products and Services
The fund provides a targeted investment product with a focus on certain segments of the corporate bond market, described in detail below:
- Investment in U.S. Corporate Bonds
This product centers around investing in U.S. investment grade, taxable corporate bonds. Tailored for investors seeking exposure to U.S. corporate debt securities, this offering emphasizes bonds that fall within specified maturity and outstanding face value criteria. By meticulously selecting bonds with maturities of five to ten years and a minimum face value of $300 million, the fund seeks to tap into the stability and potential returns of mid-term corporate debt.
- Adherence to an Indexed Investment Strategy
To position its portfolio for potential success, the fund closely mirrors the composition and performance of a designated index. This index reflects the market segment comprising U.S. corporate bonds that are investment grade, taxable, and adhere to the fund’s maturity and face value specifications. With a commitment to invest no less than 90% of its net assets in the securities present within the index, the fund aims to achieve a performance that is closely aligned with the index’s benchmarks. This indexed approach enables a disciplined investment strategy while aiming for consistent returns over time.
Contact Information
