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Schwab Ariel ESG ETF SAEF

Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis SAEF

Will SAEF outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Schwab Ariel ESG ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings SAEF

  • Current Portfolio Date
  • Equity Holdings 60
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 27.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.66
516,577
Consumer Cyclical
3.03
428,346
Technology
2.92
411,920
Consumer Cyclical
2.86
403,872
Consumer Cyclical
2.63
372,009
Industrials
2.55
360,792
Technology
2.44
345,366
Industrials
2.41
339,948
Communication Services
2.36
332,671
Communication Services

Ssc Government Mm Gvmxx

2.27
320,438
Cash and Equivalents