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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 sizable 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

Ssc Government Mm Gvmxx

0.50 802,588
Cash and Equivalents

Carnival Corporation 5.75%

0.35 560,662
Corporate

Tibco Software Inc 6.5%

0.31 495,003
Corporate

Cloud Software Group Inc. 9%

0.31 493,027
Corporate

Rakuten Group Inc. 11.25%

0.31 490,758
Corporate

TransDigm, Inc. 6.375%

0.27 438,497
Corporate

Medline Borrower LP 3.875%

0.27 432,999
Corporate

DISH Network Corporation 11.75%

0.27 430,616
Corporate

Directv Financing LLC/Directv Financing Co-Obligor Inc. 5.875%

0.27 427,709
Corporate

Tenet Healthcare Corporation 6.125%

0.26 413,079
Corporate