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SCHZ
+0.15 · +0.65%
$23.46 · NYSE ARCA

Schwab U.S. Aggregate Bond ETF (SCHZ) ETF Analysis | Intermediate Core Bond

Schwab ETFs · United States
AUM:$10.1B
#– of – in Intermediate Core Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 6.2% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.03% — among the lowest available for this category.

What is SCHZ?

The fund will invest at least 90% of its net assets in securities included in the index. The index is a broad-based benchmark measuring the performance of the U.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
SCHZ returned 6.2% over the past year. Historical returns only — past performance is not indicative of future results.
Ultra-Low Expense Ratio
Expense ratio of 0.03% — among the lowest available. Low costs compound favourably over long holding periods.
Broadly Diversified
Top 10 holdings represent just 2.8% of the ETF — exposure spread across many positions.
ETF Information
AUM$10.1B
Expense Ratio0.03%
Dividend Yield4.04%
Holdings8
Inception DateJul 2011
DomicileUnited States
DistributionNA
Index–
ProviderSchwab ETFs
Beta1.00
CategoryIntermediate Core Bond
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-3.2%
1Y
+0.4%
3Y
+11.3%
5Y
-2.9%
OpenBook InsightIf you had invested £10,000 in SCHZ 5 years ago, it would have fallen to £9,714 — a loss of £286.

Annual Returns

Calendar year performance

SCHZ delivered positive returns in 3 of the last 5 calendar years.
YearSCHZ
2026 YTD-1.5%
2025+7.2%
2024+1.7%
2023+5.0%
2022-12.6%
CAGR 4yr+0.0%
3/5 positive yearsAvg return: -0.0%Worst year: -12.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
3.8%
Low
Momentum
-0.5%
30-day change
Support Level
22.73
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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