SCHZ ETF Analysis: Schwab U.S. Aggregate Bond | NYSE
Intermediate Core Bond | NYSE, USA | Market Cap: 10.643m USD | 12M Return: -1% | US8085248396 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 54.5M
Warnings
Tailwinds
No distinct edge detected
Seasonality 11.7 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
SCHZ is an intermediate core bond ETF that tracks the performance of the U.S. investment grade, taxable bond market, employing a passive indexing strategy by investing at least 90% of its net assets in securities held in its underlying benchmark. The index encompasses a wide range of fixed income instruments, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities (CMBS), and asset-backed securities (ABS), all of which are publicly available for sale in the United States.
As a broad-based bond ETF, SCHZ provides investors with diversified exposure to the U.S. investment grade fixed income market, which serves as a core asset class for portfolio construction due to its typically lower volatility relative to equities and its role in generating income. The ETF structure allows for intraday trading and transparency of holdings, distinguishing it from traditional mutual funds.
- Fed pivots to rate cuts boosting Treasury bond prices
- Investment grade credit spreads tighten on strong corporate fundamentals
- Competitor aggregate bond ETFs intensify fee war pressure
As of September 27, 2026, the stock is trading at USD 22.25 with a total of 7,121,914 shares traded. Over the past week, the price has changed by -0.76%, over one month by -2.51%, over three months by -3.10% and over the past year by -0.96%.
Current recommended Stop Loss: 22.00 (which is 1.1% or 1.9 ATR below the current price).
Schwab U.S. Aggregate Bond has no consensus analysts rating.