Schwab Long-Term US Treasury ETFSCHQ
SCHQ
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
175% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 8
117% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 24
17% more capital invested
Capital invested by funds: $436M [Q2] → $511M (+$75M) [Q3]
15% more funds holding
Funds holding: 92 [Q2] → 106 (+14) [Q3]
8.24% less ownership
Funds ownership: 64.86% [Q2] → 56.62% (-8.24%) [Q3]
60% less funds holding in top 10
Funds holding in top 10: 5 [Q2] → 2 (-3) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for SCHQ.
Financial journalist opinion
Positive
Seeking Alpha
3 weeks ago
SCHQ: Limited Upside Amid Rising US Debt, Slower Rate Cuts
SCHQ's fund price has stabilized but remains rangebound due to the Federal Reserve's cautious rate cut approach amidst high U.S. government debt. The Federal Reserve's slow rate cuts, driven by high U.S. debt and potential inflation, limit SCHQ's capital appreciation prospects. Rising U.S. government debt and potential increased spending under the new administration will likely keep interest rates elevated.
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
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
6 months ago
TLT And SCHQ - Potential Confirmation And Low-Cost Play
Recent economic data supports a bullish view of long-term US bonds. The structural argument for high debt and deficit sustainability driving thesis. Introduction of a low-cost alternative to TLT - Schwab Long-Term U.S. Treasury ETF.
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.
Neutral
Invezz
10 months ago
A fiscal cliff is coming: avoid the SCHQ and TLT ETFs
The Schwab Long-Term US Treasury (SCHQ) and the iShares 20+ Year Treasury Bond (TLT) ETFs have jumped sharply in the past few months as investors cheer the change of tune from the Federal Reserve.
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