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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 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 SCHR

More SCHR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4%

2.14 169.6 Mil
Government

United States Treasury Notes 4.5%

2.12 167.6 Mil
Government

United States Treasury Notes 3.875%

1.99 157.3 Mil
Government

United States Treasury Notes 4.125%

1.85 146.3 Mil
Government

United States Treasury Notes 3.5%

1.79 141.8 Mil
Government

United States Treasury Notes 2.875%

1.78 141.2 Mil
Government

United States Treasury Notes 1.25%

1.76 139.4 Mil
Government

United States Treasury Notes 3.375%

1.74 138.0 Mil
Government

United States Treasury Notes 1.375%

1.71 135.7 Mil
Government

United States Treasury Notes 2.75%

1.68 133.1 Mil
Government