Summary
SCHR Chart
SCHR: What Worries Us Is Shelter And Services Inflation
Intermediate-duration bets like the SCHR face duration risks amid a reinflation scenario borne out in today's data. SCHR's 4.9-year duration amplifies sensitivity to both short-term Fed decisions and structural inflation drivers, with hawkishness increasingly expected now. Services and shelter inflation above 3% signal wage-price spiral risks, reinforcing the need for higher or prolonged rates.
Schwab Intermediate-Term U.S. Treasury ETF $SCHR Stock Position Lowered by Cwm LLC
Cwm LLC decreased its position in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 28.8% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 179,917 shares of the company's stock after selling 72,852 shares during the quarter. Cwm
SCHR: At Least Avoiding Credit Pressures From Oil-Led Reinflation
The Schwab Intermediate-Term U.S. Treasury ETF faces heightened duration risk amid inflationary pressures from ongoing geopolitical conflict. SCHR's nearly 5-year duration makes it highly sensitive to shifts in US yield curve, with recent 0.4% YTM uptick causing a 2% price drawdown. Fed rate cuts are off the table while oil logistics remain disrupted, sustaining a 'higher for longer' rates environment and pressuring intermediate Treasuries.
Schwab Intermediate-Term U.S. Treasury ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 101,926 | $2.52M | $2.5M | -$17,146.67 | -0.68% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 116 | $2,850 | $2,847.22 | -$2.78 | -0.1% |
| CE Curtis Ellergodt Rothschild Investment LLC | 150 | $3,759.17 | $3,681.75 | -$77.42 | -2.06% |
| BS Barrett Schultz Ashton Thomas Securities LLC | 5,543 | $135,823.98 | $136,052.93 | $228.95 | 0.17% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,736 | $118,495.82 | $116,245.12 | -$2,250.7 | -1.9% |
Schwab Intermediate-Term U.S. Treasury ETF (SCHR) FAQ
What is the stock price today?
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Schwab Intermediate-Term U.S. Treasury ETF Profile
| ARCA Exchange | US Country |
Overview
The described company is a financial entity that operates a fund focusing on investments in the U.S. Treasury securities market. Its investment strategy is designed to closely track an index composed of U.S. Treasury securities, with a focus on those that have a remaining maturity of between three to ten years, are of investment grade, and possess a significant amount of outstanding face value. By committing to invest at least 90% of its net assets in these securities, the company adheres strictly to the criteria set forth by the index, ensuring a disciplined investment approach that emphasizes stability and quality in its bond selections. The fund aims to provide investors with exposure to U.S. government bonds, offering a balance of risk and return by investing in medium-term securities.
Products and Services
- U.S. Treasury Securities Investment Fund
This primary product consists of a portfolio that is heavily invested in U.S. Treasury securities with maturities ranging from three to ten years. These securities are all investment grade, indicating they are judged to be of a high quality by credit rating agencies, and they have a minimum of $300 million in outstanding face value, ensuring liquidity. The fund’s investments are limited to fixed-rate, non-convertible securities denominated in U.S. dollars, providing a stable and predictable income for investors seeking lower-risk opportunities in the fixed income space.
