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Morningstar

Schwab Intermediate-Term US Trs ETF™ SCHR

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

Morningstar’s Analysis SCHR

Will SCHR 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 SCHR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCHR 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 SCHR’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Schwab Intermediate-Term US Trs 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 lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SCHR

More SCHR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4%

2.18 177.1 Mil
Government

United States Treasury Notes 4.5%

2.14 173.8 Mil
Government

United States Treasury Notes 3.875%

1.97 160.2 Mil
Government

United States Treasury Notes 4.125%

1.87 151.5 Mil
Government

United States Treasury Notes 3.5%

1.77 143.6 Mil
Government

United States Treasury Notes 1.25%

1.77 143.4 Mil
Government

United States Treasury Notes 3.375%

1.76 143.1 Mil
Government

United States Treasury Notes 2.875%

1.76 142.5 Mil
Government

United States Treasury Notes 1.375%

1.72 139.6 Mil
Government

United States Treasury Notes 1.875%

1.68 136.3 Mil
Government