
The core aim of this fund is to precisely mirror the overall performance of a particular benchmark. This index specifically evaluates the returns generated by the long-duration segment of the U.S. Treasury bond market. This objective is considered before any deductions for fund-related fees and operational costs.
Is SCHQ's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.

Carolina Wealth Advisors LLC lifted its stake in shares of Schwab Long-Term U.S. Treasury ETF (NYSEARCA:SCHQ) by 9.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 633,300 shares of the company's stock after acquiring an additional 53,757 shares

The Schwab Long-Term US Treasury ETF faces significant duration risk amid heightened long-term yield volatility driven by structural inflation and geopolitical tensions. Rising inflation expectations, persistent energy shocks, and potential maritime trade disruptions in the Gulf are materially increasing long-term yields, negatively impacting SCHQ. Consumer inflation expectations remain elevated, challenging the Fed's credibility and risking anchoring higher long-term rates, which may be systematically unappreciated by markets.

Fermata Advisors LLC cut its position in shares of Schwab Long-Term U.S. Treasury ETF (NYSEARCA:SCHQ) by 31.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 67,260 shares of the company's stock after selling 31,174 shares during the quarter. Fermata Advisors


Both Schwab Long-Term U.S. Treasury ETF and Vanguard Long-Term Treasury ETF share a competitive 0.03% expense ratio. Vanguard Long-Term Treasury ETF is the larger fund by assets under management, offering higher daily trading volume for institutional and retail investors.