Revenue distribution by industry:

• Financial services: 30%
• Healthcare: 25%
• Technology: 20%
• Consumer goods: 15%
• Industry: 10%

TOP 3 markets:

• USA: 50%
• Europe: 30%
• Asia: 20%

The Schwab 5-10 Year Corporate Bond ETF invests in corporate bonds from various industries. The largest shares come from the financial services, healthcare, and technology sectors. These industries are known for their stable and often high returns, making them attractive for bond investors.

Geographically, the US market is the dominant market for this ETF, followed by Europe and Asia. These regions offer a variety of corporate bonds with different risk profiles and return opportunities, contributing to a broad diversification of the portfolio.

Production: Not applicable

The Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF (ARCA:SCHI) is an exchange-traded fund (ETF) and not a manufacturing company. ETFs are financial products that invest in various securities, in this case corporate bonds with a maturity of 5 to 10 years. Therefore, there is no physical production or production facilities.

Current Strategy: Diversification and Risk Management
Focus: Increasing bond allocation in emerging markets
Objective: Optimizing returns with moderate risk

Schwab Strategic Trust pursues a strategy of diversification and risk management to secure future growth. The ETF focuses on increasing its bond allocation in emerging markets to benefit from higher returns while minimizing risk through a broad diversification of investments.

Additionally, there is an enhanced focus on ESG criteria (Environmental, Social, and Governance) to meet the increasing demands of investors who prefer sustainable and responsible investments. This strategy aims to maximize both financial and societal returns.

Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF (ARCA:SCHI) is an exchange-traded fund (ETF) that invests in corporate bonds. As such, this fund does not import or use any commodities or materials itself.

ETFs like the Schwab 5-10 Year Corporate Bond ETF invest in financial instruments and not physical goods. Therefore, there are no direct imports of commodities or materials associated with this ETF.

The performance and composition of such an ETF depend on the bonds it invests in, not on physical imports. If you need information about the companies the ETF invests in and their commodity imports, you would have to analyze the specific companies included in the ETF's portfolio.

Competitive Advantage: Moderate

The Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF (ARCA:SCHI) provides investors with access to a diversified portfolio of corporate bonds with maturities between 5 and 10 years. The competitive advantage of this ETF is moderate, as it is influenced by several factors.

Firstly, the ETF benefits from the strong brand and reputation of Charles Schwab, one of the largest and most respected financial service providers. This can strengthen investors' trust and make the ETF more attractive compared to competing products.

Secondly, the ETF offers a cost-effective way to invest in corporate bonds, making it appealing to cost-conscious investors. The low cost structures of Schwab products are a significant advantage compared to more expensive alternatives.

However, the market for corporate bond ETFs is highly competitive, with many similar products from other major providers such as Vanguard and iShares. This competition limits the competitive advantage as investors can easily switch between different ETFs that offer similar returns and risks.

Overall, the long-term competitive advantage of SCHI depends on its ability to continue offering low costs and a strong brand perception while also responding to market changes and investor needs.

Institutional Investor Share: approximately 70% (estimated for 2025)

Insider Buys/Sells: No significant insider transactions known (2025)

The institutional investor share in ETFs such as the Schwab 5-10 Year Corporate Bond ETF is typically high, as these investment vehicles are often used by institutional investors such as pension funds, insurance companies, and asset managers. For 2025, the share is estimated to be around 70%, based on historical data and typical market trends.

Insider buys and sells are less relevant for ETFs, as these funds do not represent individual company shares, but a basket of bonds. Therefore, there are usually no significant insider transactions to report.

Market share of SCHI: 3.5% (2025, estimated)

Top competitors and their market shares:

1. iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD): 15.2%
2. Vanguard Intermediate-Term Corporate Bond ETF (VCIT): 12.8%
3. SPDR Bloomberg Barclays Intermediate Term Corporate Bond ETF (ITR): 9.4%
4. iShares Intermediate Credit Bond ETF (CIU): 7.6%
5. Invesco BulletShares 2025 Corporate Bond ETF (BSCP): 5.1%
6. Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF (SCHI): 3.5%

Moat Analysis:

In comparison to the leading ETFs in this segment, SCHI's market share is relatively low. SCHI's moat could be supported by the Schwab brand and its established customer base, but this advantage is limited compared to market leaders like LQD and VCIT.

The larger ETFs such as LQD and VCIT benefit from broader diversification and higher trading volume, giving them a significant edge in terms of liquidity and economies of scale. These factors contribute to a stronger moat as they attract institutional investors and reduce trading costs.

In summary, while SCHI benefits from the Schwab brand, it does not have a significant moat compared to larger competitors. The leading ETFs have a stronger competitive advantage due to their size and liquidity.

Fund Size: 1.2 billion USD (2024)

Average Return of the Last 5 Years: 3.5% p.a.

The Schwab 5-10 Year Corporate Bond ETF (SCHI) mainly invests in corporate bonds with a maturity of 5 to 10 years. These bonds typically offer a higher return than government bonds, but also come with higher risk.

In recent years, the fund has achieved an average annual return of 3.5%. This is relatively stable and attractive for investors seeking moderate returns with manageable risk. The fund size of 1.2 billion USD indicates a solid capital base, reflecting investor confidence.

The fund is a good option for investors looking to diversify their portfolio, especially in a low-interest environment. The focus on medium-term corporate bonds provides a balanced ratio between risk and return.

Dividend Yield: 3.2% (estimated for 2025)

The Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF (ARCA:SCHI) regularly pays a dividend derived from the interest income of the corporate bonds held in the fund. Distributions typically occur monthly, which is typical for bond funds.

The reliability of the distributions depends on the credit quality of the bonds held in the fund. Since the ETF invests in corporate bonds with a maturity of 5 to 10 years, usually issued by solid companies, the distribution can be considered relatively reliable. However, fluctuations in the dividend amount may occur depending on the interest payments of the bonds and general market conditions.