(SCHZ) Schwab U.S. Aggregate Bond - Overview
ETF Category: Intermediate Core Bond | Exchange: NYSE ARCA (USA) | Market Cap: 10.229m USD | Total Return: 5.4% in 12m
Avg Turnover: 45.0M
Warnings
Fakeout
Tailwinds
No distinct edge detected
The Schwab U.S. Aggregate Bond ETF (SCHZ) tracks the performance of the U.S. investment-grade, taxable fixed-income market. The fund allocates at least 90% of its assets to a diverse index comprising U.S. Treasuries, corporate debt, and mortgage-backed securities. This broad-based approach provides exposure to various credit qualities and sectors within the domestic bond market.
Intermediate core bond ETFs typically function as a stabilizing component in a portfolio by providing steady interest income and lower volatility compared to equities. Because the underlying assets are investment-grade, the fund carries lower default risk than high-yield or junk bond funds, though it remains sensitive to fluctuations in federal interest rates. Investors can use ValueRay to further analyze how interest rate shifts might impact specific bond holdings.
- Federal Reserve interest rate pivots dictate underlying bond price volatility
- U.S. Treasury yield curve shifts impact total fund net asset value
- Credit spread compression influences corporate and mortgage-backed security performance
- Inflation data trends determine investor demand for fixed income duration exposure
- Low expense ratio maintains competitive advantage for passive capital inflows
As of May 30, 2026, the stock is trading at USD 23.17 with a total of 2,667,612 shares traded.
Over the past week, the price has changed by +0.78%,
over one month by +0.43%,
over three months by -1.29% and
over the past year by +5.35%.
Schwab U.S. Aggregate Bond has no consensus analysts rating.