The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
Schwab Long-Term US Treasury ETF SCHQ
Morningstar’s Analysis SCHQ
Will SCHQ 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 23.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
United States Treasury Bonds 4.75% | 3.01 | 19.5 Mil | Government |
United States Treasury Bonds 4.25% | 2.90 | 18.8 Mil | Government |
United States Treasury Bonds 4.125% | 2.59 | 16.8 Mil | Government |
United States Treasury Bonds 4% | 2.29 | 14.8 Mil | Government |
United States Treasury Bonds 1.75% | 2.18 | 14.2 Mil | Government |
United States Treasury Bonds 2.375% | 2.17 | 14.1 Mil | Government |
United States Treasury Bonds 3.625% | 2.14 | 13.9 Mil | Government |
United States Treasury Bonds 3.625% | 2.14 | 13.9 Mil | Government |
United States Treasury Bonds 1.875% | 2.00 | 13.0 Mil | Government |
United States Treasury Bonds 2% | 1.96 | 12.7 Mil | Government |