SCHJ
Schwab 1-5 Year Corporate Bond ETF
1W: -0.0%
1M: -1.0%
3M: -0.7%
YTD: -0.1%
1Y: +4.2%
3Y: +15.4%
5Y: +8.6%
$24.68
+0.03 (+0.10%)
After Hours: $24.85 (+0.18, +0.71%)
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Weather
ETF-Level Metrics
AUM$731M
Holdings603
Top 10 Wt49.0%
Beta0.40
% Profitable85%
Coverage81%
Portfolio Valuation
P/E9.2
P/B1.0
P/S1.3
EV/EBITDA11.6
P/FCF22.2
PEG0.81
Profitability & Returns
Gross Margin48.6%
Net Margin14.2%
ROE11.5%
ROA0.7%
ROIC34.8%
Div Yield2.64%
Leverage & Liquidity
Debt/Equity3.60
Debt/Assets0.22
Net Debt/EBITDA-13.0x
Interest Cov0.6x
Current Ratio0.50
Quick Ratio0.50
Growth (YoY)
Revenue+6.6%
Net Income+16.4%
EPS+19.5%
FCF+22.7%
EBITDA+13.6%
Rev CAGR 3Y+9.5%
Quality Scores
Piotroski F6.5
Altman Z2.34
IS Quality59.7
IS Overall47.4
IS Value57.5
Median P/E19.6
Sector Breakdown
12 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Financial Services | 215 | 30.5% | 16.1 |
| Other | 163 | 14.3% | 12.1 |
| Healthcare | 61 | 7.9% | 22.1 |
| Technology | 73 | 7.7% | 7.9 |
| Industrials | 111 | 7.6% | 31.5 |
| Consumer Cyclical | 65 | 6.3% | 19.3 |
| Utilities | 99 | 6.1% | 21.7 |
| Consumer Defensive | 45 | 4.5% | 15.9 |
| Real Estate | 73 | 4.4% | 38.1 |
| Communication Services | 24 | 4.3% | -4.0 |
| Energy | 55 | 4.1% | 15.6 |
| Basic Materials | 30 | 1.4% | 1.1 |
Smart Money Overlap
137 holdings with signals| Symbol | Company | Weight % | Signals | Badge | Insider Buys | Congress | Since Signal |
|---|---|---|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 2.41% | 4 | Bullish | 14 | 9 | -3.5% |
| C | Citigroup Inc. | 1.39% | 4 | Bullish | 36 | 9 | -2.5% |
| TMUS | T-Mobile US, Inc. | 0.76% | 4 | Bullish | 3 | 1 | -1.4% |
| AVGO | Broadcom Inc. | 0.62% | 4 | Bullish | 1 | 10 | -0.9% |
| DE | Deere & Company | 0.60% | 4 | Bullish | 10 | 3 | +23.3% |
| CVS | CVS Health Corporation | 0.59% | 4 | Bullish | 9 | 2 | +0.5% |
| T | AT&T Inc. | 0.50% | 4 | Bullish | 29 | 5 | +3.0% |
| UNH | UnitedHealth Group Incorporated | 0.50% | 4 | Bullish | 7 | 8 | -4.1% |
| BK | The Bank of New York Mellon Corporation | 0.42% | 4 | Bullish | 11 | 2 | -0.7% |
| INTC | Intel Corporation | 0.40% | 4 | Bullish | 2 | 2 | +3.4% |
| META | Meta Platforms, Inc. | 0.35% | 4 | Bullish | 42 | 14 | +0.2% |
| IBM | International Business Machines Corporation | 0.35% | 4 | Bullish | 10 | 8 | -0.2% |
| STT | State Street Corporation | 0.33% | 4 | Bullish | 1 | 1 | +1.4% |
| JNJ | Johnson & Johnson | 0.32% | 4 | Bullish | 12 | 2 | -0.9% |
| C | Citigroup Inc. | 0.32% | 4 | Bullish | 36 | 9 | -2.5% |
| SCHW | The Charles Schwab Corporation | 0.32% | 4 | Bullish | 13 | 3 | -0.5% |
| DIS | The Walt Disney Company | 0.30% | 4 | Bullish | 28 | 3 | -3.5% |
| MRK | Merck & Co., Inc. | 0.27% | 4 | Bullish | 11 | 2 | +0.9% |
| CAT | Caterpillar Inc. | 0.27% | 4 | Bullish | 10 | 6 | -4.4% |
| MCD | McDonald's Corporation | 0.26% | 4 | Bullish | 11 | 1 | -4.3% |
Showing 50 of 1014 holdings
· Page 1 of 21
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | JPM | 2.41% | $17.7M | 17,865,000 | 14.4 | $796.8B | Financial Services |
| 2 | BANK OF AMERICA CORP | BAC | 2.08% | $15.3M | 15,610,000 | 11.8 | $356.0B | Financial Services |
| 3 | MORGAN STANLEY | MS | 1.68% | $12.3M | 12,390,000 | 15.4 | $263.1B | Financial Services |
| 4 | WELLS FARGO & COMPANY | WFC | 1.50% | $11.0M | 11,050,000 | 12.0 | $247.7B | Financial Services |
| 5 | CITIGROUP INC | C | 1.39% | $10.2M | 10,390,000 | 14.6 | $200.3B | Financial Services |
| 6 | GOLDMAN SACHS GROUP INC/THE | GS | 1.25% | $9.1M | 9,235,000 | 15.3 | $252.5B | Financial Services |
| 7 | HSBC HOLDINGS PLC | HSBC | 1.12% | $8.3M | 8,300,000 | 12.4 | $279.2B | Financial Services |
| 8 | FORD MOTOR CREDIT COMPANY LLC | F | 0.87% | $6.4M | 6,335,000 | -5.7 | $45.7B | Consumer Cyclical |
| 9 | ORACLE CORPORATION | ORCL | 0.87% | $6.4M | 6,520,000 | 25.7 | $419.8B | Technology |
| 10 | APPLE INC | AAPL | 0.79% | $5.8M | 6,085,000 | 31.6 | $3.7T | Technology |
| 11 | BARCLAYS PLC Private | — | 0.79% | $5.8M | 5,775,000 | — | — | — |
| 12 | T-MOBILE USA INC | TMUS | 0.76% | $5.6M | 5,770,000 | 21.4 | $236.4B | Communication Services |
| 13 | TOYOTA MOTOR CREDIT CORP Private | — | 0.74% | $5.4M | 5,454,000 | — | — | — |
| 14 | SUMITOMO MITSUI FINANCIAL GROUP IN Private | — | 0.71% | $5.2M | 5,315,000 | — | — | — |
| 15 | AMAZON.COM INC | AMZN | 0.70% | $5.2M | 5,270,000 | 29.2 | $2.3T | Consumer Cyclical |
| 16 | GENERAL MOTORS FINANCIAL CO INC | GM | 0.68% | $5.0M | 5,025,000 | 21.3 | $71.5B | Consumer Cyclical |
| 17 | MITSUBISHI UFJ FINANCIAL GROUP INC | MUFG | 0.63% | $4.6M | 4,660,000 | 15.9 | $192.2B | Financial Services |
| 18 | NEXTERA ENERGY CAPITAL HOLDINGS IN | NEE | 0.63% | $4.6M | 4,635,000 | 27.9 | $189.9B | Utilities |
| 19 | PHILIP MORRIS INTERNATIONAL INC | PM | 0.62% | $4.6M | 4,550,000 | 22.7 | $257.6B | Consumer Defensive |
| 20 | BROADCOM INC | AVGO | 0.62% | $4.5M | 4,587,000 | 60.5 | $1.5T | Technology |
| 21 | CAPITAL ONE FINANCIAL CORPORATION | COF | 0.61% | $4.4M | 4,385,000 | 40.8 | $115.2B | Financial Services |
| 22 | JOHN DEERE CAPITAL CORP | DE | 0.60% | $4.4M | 4,445,000 | 32.5 | $156.1B | Industrials |
| 23 | CVS HEALTH CORP | CVS | 0.59% | $4.3M | 4,430,000 | 51.8 | $91.8B | Healthcare |
| 24 | TORONTO-DOMINION BANK/THE | TD | 0.57% | $4.2M | 4,140,000 | 10.1 | $159.3B | Financial Services |
| 25 | VERIZON COMMUNICATIONS INC | VZ | 0.53% | $3.9M | 4,038,000 | 12.4 | $212.4B | Communication Services |
| 26 | ROYAL BANK OF CANADA | RY | 0.52% | $3.8M | 3,767,000 | 14.9 | $226.9B | Financial Services |
| 27 | US BANCORP | USB | 0.52% | $3.8M | 3,815,000 | 10.7 | $80.6B | Financial Services |
| 28 | BANCO SANTANDER SA Private | — | 0.52% | $3.8M | 3,800,000 | — | — | — |
| 29 | MIZUHO FINANCIAL GROUP INC Private | — | 0.51% | $3.8M | 3,810,000 | — | — | — |
| 30 | DEUTSCHE BANK AG (NEW YORK BRANCH) | DB | 0.51% | $3.7M | 3,710,000 | 7.2 | $56.6B | Financial Services |
| 31 | AT&T INC | T | 0.50% | $3.7M | 3,730,000 | 9.4 | $204.4B | Communication Services |
| 32 | UNITEDHEALTH GROUP INC | UNH | 0.50% | $3.6M | 3,675,000 | 20.4 | $245.6B | Healthcare |
| 33 | BOEING CO | BA | 0.49% | $3.6M | 3,630,000 | 68.6 | $156.8B | Industrials |
| 34 | AMERICAN HONDA FINANCE CORPORATION Private | — | 0.48% | $3.5M | 3,550,000 | — | — | — |
| 35 | AMGEN INC | AMGN | 0.47% | $3.5M | 3,515,000 | 24.7 | $190.8B | Healthcare |
| 36 | ABBVIE INC | ABBV | 0.47% | $3.4M | 3,465,000 | 87.3 | $366.3B | Healthcare |
| 37 | COMCAST CORPORATION | CMCSA | 0.47% | $3.4M | 3,525,000 | 5.3 | $104.7B | Communication Services |
| 38 | MORGAN STANLEY (FXD-FRN) | MS | 0.46% | $3.4M | 3,405,000 | 15.4 | $263.1B | Financial Services |
| 39 | AMERICAN EXPRESS COMPANY | AXP | 0.43% | $3.2M | 3,140,000 | 19.0 | $206.8B | Financial Services |
| 40 | HOME DEPOT INC | HD | 0.43% | $3.1M | 3,195,000 | 23.3 | $331.2B | Consumer Cyclical |
| 41 | AERCAP IRELAND CAPITAL DAC | AER | 0.42% | $3.1M | 3,100,000 | 6.0 | $23.5B | Industrials |
| 42 | GOLDMAN SACHS GROUP INC (FXD-FRN) | GS | 0.42% | $3.1M | 3,135,000 | 15.3 | $252.5B | Financial Services |
| 43 | BANK OF NEW YORK MELLON CORP/THE | BK | 0.42% | $3.0M | 3,060,000 | 15.0 | $82.3B | Financial Services |
| 44 | SSC GOVERNMENT MM GVMXX | GVMXX | 0.41% | $3.0M | 2,998,098 | — | — | Financial Services |
| 45 | PEPSICO INC | PEP | 0.41% | $3.0M | 3,045,000 | 25.2 | $207.5B | Consumer Defensive |
| 46 | INTEL CORPORATION | INTC | 0.40% | $2.9M | 2,990,000 | -858.1 | $235.7B | Technology |
| 47 | WESTPAC BANKING CORP Private | — | 0.40% | $2.9M | 2,967,000 | — | — | — |
| 48 | HCA INC | HCA | 0.39% | $2.9M | 2,920,000 | 16.5 | $108.2B | Healthcare |
| 49 | AMERICAN TOWER CORPORATION | AMT | 0.39% | $2.9M | 2,955,000 | 31.0 | $78.3B | Real Estate |
| 50 | ALPHABET INC | GOOGL | 0.39% | $2.9M | 2,970,000 | 26.6 | $3.5T | Communication Services |