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Schwab High Yield Bond ETF SCYB

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis SCYB

Will SCYB outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCYB’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCYB management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SCYB’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Schwab High Yield Bond ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SCYB

More SCYB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 2.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Carnival Corporation 5.75%

0.39 559,693
Corporate

Tibco Software Inc 6.5%

0.32 464,657
Corporate

Rakuten Group Inc. 11.25%

0.30 430,952
Corporate

Medline Borrower LP 3.875%

0.29 425,901
Corporate

Tenet Healthcare Corporation 6.125%

0.29 412,225
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 5.125%

0.28 400,664
Corporate

Venture Global LNG Inc. 9.5%

0.27 393,974
Corporate

Cloud Software Group Inc. 9%

0.27 386,982
Corporate

DISH Network Corporation 11.75%

0.27 384,468
Corporate

Panther Escrow Issuer LLC / Panther Co-Issuer Inc. 7.125%

0.26 381,049
Corporate