(SCHJ) Schwab 1-5 Year Corporate - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US8085247141 • Short-Term Bond
SCHJ: Corporate, Bonds, Debt, Securities, Investments
The Schwab 1-5 Year Corporate Bond ETF (NYSE ARCA:SCHJ) is designed to track the performance of U.S. investment-grade corporate bonds with maturities between one and five years. The fund primarily invests in securities included in its underlying index, which focuses on taxable corporate bonds with a minimum outstanding face value of $300 million. This approach ensures a diversified portfolio of high-quality, short- to intermediate-term corporate debt. Under normal market conditions, the fund allocates at least 90% of its net assets to securities in the index, maintaining a targeted exposure to the short-term corporate bond market.
As of the latest data, SCHJ has an average trading volume of 118,236 shares over the past 20 days, with a last price of $24.60. The funds short-term moving averages indicate a stable trend, with the 20-day SMA at $24.47 and the 50-day SMA at $24.36, slightly below the current price. The 200-day SMA stands at $24.01, reflecting a gradual upward trend over the longer term. The Average True Range (ATR) of 0.06 highlights the funds low volatility, underscoring its appeal for investors seeking stable returns in the corporate bond sector. With assets under management (AUM) of $501.87 million, SCHJ maintains a significant presence in the short-term bond ETF category.
3-Month Forecast: Based on the provided data, SCHJ is expected to trade within a narrow range, reflecting its low volatility. The funds price is likely to remain between $24.40 and $24.70 over the next three months, supported by stable moving averages and consistent investor demand. The 20-day SMA crossing above the 50-day SMA suggests potential for mild upward momentum, while the AUM provides liquidity support. Overall, SCHJ is anticipated to deliver steady performance, aligning with its focus on short-term corporate bonds.Additional Sources for SCHJ ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
SCHJ ETF Overview
Market Cap in USD | 503m |
Category | Short-Term Bond |
TER | 0.03% |
IPO / Inception | 2019-10-09 |
SCHJ ETF Ratings
Growth 5y | 53.9% |
Fundamental | - |
Dividend | 57.1% |
Rel. Strength Industry | 7.52 |
Analysts | - |
Fair Price Momentum | 24.22 USD |
Fair Price DCF | - |
SCHJ Dividends
Dividend Yield 12m | 4.79% |
Yield on Cost 5y | 5.93% |
Annual Growth 5y | 2.22% |
Payout Consistency | 75.3% |
SCHJ Growth Ratios
Growth Correlation 3m | 88.9% |
Growth Correlation 12m | 92.2% |
Growth Correlation 5y | 49.5% |
CAGR 5y | 4.54% |
CAGR/Max DD 5y | 0.52 |
Sharpe Ratio 12m | 2.48 |
Alpha | 3.08 |
Beta | 0.06 |
Volatility | 2.41% |
Current Volume | 86.3k |
Average Volume 20d | 99.4k |
As of March 14, 2025, the stock is trading at USD 24.52 with a total of 86,300 shares traded.
Over the past week, the price has changed by -0.16%, over one month by +0.70%, over three months by +1.27% and over the past year by +7.50%.
Partly, yes. Based on ValueRay Analyses, Schwab 1-5 Year Corporate (NYSE ARCA:SCHJ) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 53.86 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SCHJ as of March 2025 is 24.22. This means that SCHJ is currently overvalued and has a potential downside of -1.22%.
Schwab 1-5 Year Corporate has no consensus analysts rating.
According to ValueRays Forecast Model, SCHJ Schwab 1-5 Year Corporate will be worth about 26.2 in March 2026. The stock is currently trading at 24.52. This means that the stock has a potential upside of +6.69%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 26.2 | 6.7% |