Schwab Intermediately-Term US Treasury ETFSCHR
SCHR
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
80% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 98
32% more funds holding in top 10
Funds holding in top 10: 25 [Q2] → 33 (+8) [Q3]
31% more capital invested
Capital invested by funds: $6.83B [Q2] → $8.95B (+$2.12B) [Q3]
3.22% more ownership
Funds ownership: 84.38% [Q2] → 87.59% (+3.22%) [Q3]
1% less funds holding
Funds holding: 377 [Q2] → 372 (-5) [Q3]
11% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 46
93% less call options, than puts
Call options by funds: $61K | Put options by funds: $845K
Research analyst outlook
We haven’t received any recent analyst ratings for SCHR.
Financial journalist opinion
Negative
Seeking Alpha
1 month ago
SCHR: Election Outcome Is Bearish For Duration
Schwab Intermediate-Term U.S. Treasury ETF has a 5-year duration, making it sensitive to rate changes, where the yield curve is on the rise. Inflationary pressures from Trump's policies, including tariffs and policy around illegal immigrants, could hinder disinflation and affect rate-cut expectations. Wage growth and inflation expectations as of the last measurement were already too high to be able to support serious disinflation without oil price declines.
Positive
24/7 Wall Street
1 month ago
SCHD vs SCHR: Which Charles Schwab ETFs Is a Better Buy Now?
24/7 Wall St. Key Takeaways: SCHD is best suited for long-term investors seeking both income and growth potential, while SCHR appeals to conservative investors focused on safety and capital preservation.
Neutral
Business Wire
2 months ago
Schwab Asset Management Announces ETF Share Splits
WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Asset Management®, the asset management arm of The Charles Schwab Corporation, today announced forward share splits on 20 Schwab ETFs. Forward ETF share splits increase the number of shares outstanding and decrease the Net Asset Value (NAV) per share. The share splits will not change the total value of a shareholder's investment. The ETF share splits will apply to shareholders of record as of the close of US markets on October 9, 2024, payable after the.
Neutral
Seeking Alpha
3 months ago
Rates Spark: ECB Presser Bear-Flattened The Curve
The ECB cut rates by 25bp as widely anticipated, but a slightly hawkish tilt bear flattened the EUR curve, which in our view remains priced aggressively. In the US, as the markets head towards the Fed's first rate cut, the probability of a larger cut rose slightly on Thursday.
Neutral
Zacks Investment Research
4 months ago
5 Hot ETFs of Last Week
ETFs across various categories pulled in $4.4 billion in capital last week. U.S. fixed-income ETFs led the way with $3.4 billion in inflows, followed by inflows of $2.4 billion in leveraged ETFs.
Neutral
ETF Trends
5 months ago
Going Longer: Deeper Rotation Into Duration?
Investors took refuge in short-term Treasury bonds throughout 2023, where they reaped the rewards of higher-yielding money markets. Meanwhile, longer duration Treasuries have been mired in a bear market since 2020 but could finally start to see a reversal of fortune.
Positive
Seeking Alpha
5 months ago
SCHR: Possible Upside Potential As Inflation Is Likely Already Under Control
SCHR has been range bound since 2023 with a low expense ratio and yield to maturity of 4.3%. Fund price has a strong inverse correlation to inflation and Fed fund rate, potential for capital appreciation. SCHR has limited downside risk in a possible recession, historically resilient in economic downturns, recommended as a buy.
Positive
Seeking Alpha
10 months ago
Estimating The Impact Of Lower Rates On Bond Fund Dividends
It generally takes a few years for changes in Federal Reserve rates to fully impact bond fund dividends. Bond funds are still benefitting from prior rate hikes. Perhaps by enough to cancel out any future rate cuts. By my estimations, and under current Fed guidance, most bond funds would only start to see declining dividends in 2025, at the earliest.
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