We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. The following text is from March 3, 2023.
Schwab Short-Term US Treasury ETF™ SCHO
Morningstar’s Analysis SCHO
Will SCHO outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 16.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
United States Treasury Notes 1.5% | 1.85 | 191.2 Mil | Government |
United States Treasury Notes 4.875% | 1.83 | 188.5 Mil | Government |
United States Treasury Notes 4.625% | 1.67 | 172.0 Mil | Government |
United States Treasury Notes 4.5% | 1.66 | 171.6 Mil | Government |
United States Treasury Notes 4.25% | 1.60 | 164.7 Mil | Government |
United States Treasury Notes 2.25% | 1.49 | 153.9 Mil | Government |
United States Treasury Notes 4.5% | 1.48 | 152.8 Mil | Government |
United States Treasury Notes 2% | 1.47 | 151.7 Mil | Government |
United States Treasury Notes 0.75% | 1.45 | 149.6 Mil | Government |
United States Treasury Notes 4.25% | 1.44 | 149.0 Mil | Government |