(SCHQ) Schwab Long-Term U.S. - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US8085246804

U.S. Treasury, Long-Term, Bonds, Securities, Government

Description: SCHQ Schwab Long-Term U.S.

The Schwab Long-Term U.S. Treasury ETF (SCHQ) is designed to track the performance of a specific index, investing in U.S. Treasury securities with maturities of 10 years or more, rated investment grade, and having a minimum outstanding face value of $300 million. This focused investment strategy allows the fund to provide exposure to long-term government bonds, which can be a stable component of a diversified investment portfolio.

The funds investment policy dictates that, under normal circumstances, it will allocate at least 90% of its net assets to securities included in the tracked index. This ensures a high degree of correlation between the funds performance and that of the underlying index, making it a reliable choice for investors seeking to mirror the long-term U.S. Treasury market.

With Assets Under Management (AUM) of $788.15 million, SCHQ has established itself as a moderately sized ETF within the Long Government category. Its size indicates a reasonable level of liquidity and investor interest, making it accessible to a broad range of investors.

From a technical analysis perspective, the current price of $31.29 is slightly above its 20-day Simple Moving Average (SMA) of $31.03 and below its 50-day SMA of $31.21, indicating a relatively stable short-term trend. The 200-day SMA at $31.94 suggests that the ETF is currently trading below its longer-term average, potentially signaling a longer-term downtrend. The Average True Range (ATR) of 0.32, or 1.02%, indicates moderate volatility.

Considering the technical and fundamental data, a forecast for SCHQ could involve a cautious outlook. The ETFs price is near its SMAs, indicating a stable short-term trend, but its position below the 200-day SMA may suggest a longer-term bearish trend. Additionally, the interest rate environment and overall economic conditions will significantly influence long-term Treasury yields and, consequently, the ETFs performance. If interest rates are expected to rise, the funds long-term focus could result in higher sensitivity to rate changes, potentially leading to decreased NAV. Conversely, in a falling interest rate environment, SCHQ could benefit from the typically associated increase in bond prices.

Investors should closely monitor changes in interest rates, inflation expectations, and overall market sentiment towards government bonds. A shift in these factors could significantly impact the ETFs performance. For instance, a decrease in long-term interest rates could boost the funds NAV as bond prices rise, while an increase could lead to a decline. Therefore, a prudent investment strategy might involve closely watching economic indicators and adjusting holdings accordingly.

Additional Sources for SCHQ ETF

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle

SCHQ ETF Overview

Market Cap in USD 813m
Category Long Government
TER 0.03%
IPO / Inception 2019-10-09

SCHQ ETF Ratings

Growth Rating -60.7
Fundamental -
Dividend Rating 72.5
Rel. Strength 1.49
Analysts -
Fair Price Momentum 28.91 USD
Fair Price DCF -

SCHQ Dividends

Dividend Yield 12m 4.17%
Yield on Cost 5y 2.61%
Annual Growth 5y 11.67%
Payout Consistency 100.0%
Payout Ratio %

SCHQ Growth Ratios

Growth Correlation 3m 37.2%
Growth Correlation 12m -64.1%
Growth Correlation 5y -84.8%
CAGR 5y -8.88%
CAGR/Max DD 5y -0.19
Sharpe Ratio 12m 0.92
Alpha -5.59
Beta -0.121
Volatility 12.50%
Current Volume 761.7k
Average Volume 20d 277k
Stop Loss 30.8 (-3.1%)
What is the price of SCHQ shares?
As of August 03, 2025, the stock is trading at USD 31.77 with a total of 761,655 shares traded.
Over the past week, the price has changed by +1.50%, over one month by -0.16%, over three months by +0.11% and over the past year by -2.81%.
Is Schwab Long-Term U.S. a good stock to buy?
No, based on ValueRay´s Analyses, Schwab Long-Term U.S. (NYSE ARCA:SCHQ) is currently (August 2025) a stock to sell. It has a ValueRay Growth Rating of -60.71 and therefor a clear technical negative rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of SCHQ is around 28.91 USD . This means that SCHQ is currently overvalued and has a potential downside of -9%.
Is SCHQ a buy, sell or hold?
Schwab Long-Term U.S. has no consensus analysts rating.
What are the forecasts for SCHQ share price target?
According to our own proprietary Forecast Model, SCHQ Schwab Long-Term U.S. will be worth about 31.2 in August 2026. The stock is currently trading at 31.77. This means that the stock has a potential downside of -1.73%.
Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 31.2 -1.7%