SCHQSchwab Long-Term U.S. Treasury ETF
Tracks the total return of the Bloomberg US Long Treasury Index.
By Schwab ETFs · Launched 2019
Annual Cost
0.03%
#41 of 6,040 · low cost
Fund Size
$864M
#1,267 of 6,040 · large
Return (1Y)
-4.4%
Track Record
6 years
#1,959 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$9,582-4.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
Fixed incomeRegion
North americaStrategy
Index tracking
Index tracked
Bloomberg US Long Treasury Index
Holdings
By weightConcentration
Top 10 holdings = 21.7% of funddiversified
United States Treasury
2.3%
United States Treasury
2.3%
United States Treasury
2.2%
United States Treasury
2.2%
United States Treasury
2.2%
United States Treasury
2.2%
United States Treasury
2.2%
United States Treasury
2.1%
United States Treasury
2.1%
United States Treasury
1.9%
Asset allocation
Bonds
99.0%
Cash
1.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
8.4%Low
Year-on-year price swings
Max drawdown
-46.1%Severe
Worst peak-to-trough loss
Sharpe (3Y)
-0.21Below average
Sortino (3Y)
-0.29Moderate downside risk
Bond profile
Duration
3.6 years
Avg maturity
8.0 years
Credit ratings
US Government
99.0%
AA
100.0%
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the total return of the Bloomberg US Long Treasury Index.
- Strategy
- Invests primarily in U.S. Treasury securities included in the Bloomberg US Long Treasury Index, which measures the performance of long-term U.S. Treasury bonds. Uses sampling techniques to achieve performance similar to the index, with a focus on maintaining similar yield and duration.
- Inception date
- October 9, 2019
- Fund family
- Schwab ETFs
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18