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Schwab 5-10 Year Corp Bd ETF SCHI

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

Morningstar’s Analysis SCHI

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

  • People Pillar

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

A sound investment process and strong management team underpin Schwab 5-10 Year Corp Bd 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 cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SCHI

More SCHI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 2.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ssc Government Mm Gvmxx

0.53 33.9 Mil
Cash and Equivalents

T-Mobile USA, Inc. 3.875%

0.35 22.6 Mil
Corporate

AbbVie Inc. 3.2%

0.27 17.4 Mil
Corporate

Bank of America Corp. 5.468%

0.27 17.2 Mil
Corporate

Bank of America Corp. 5.288%

0.27 17.1 Mil
Corporate

Pfizer Investment Enterprises Pte Ltd. 4.75%

0.26 16.9 Mil
Corporate

Bank of America Corp. 5.015%

0.26 16.8 Mil
Corporate

JPMorgan Chase & Co. 5.35%

0.24 15.3 Mil
Corporate

WarnerMedia Holdings Inc. 4.279%

0.24 15.3 Mil
Corporate

JPMorgan Chase & Co. 4.912%

0.23 14.9 Mil
Corporate