Morningstar

Schwab® Core Bond ETF SCCR

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

Morningstar’s Analysis SCCR

Will SCCR outperform in the 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 SCCR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Schwab® Core Bond ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SCCR

More SCCR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.25%

2.89 53M
Government

United States Treasury Notes 3.875%

2.65 49M
Government

United States Treasury Notes 4.25%

2.15 40M
Government

United States Treasury Notes 3.5%

2.06 38M
Government

United States Treasury Notes 4.125%

1.51 28M
Government

United States Treasury Notes 3.875%

1.51 28M
Government

United States Treasury Notes 4.375%

1.32 24M
Government

United States Treasury Notes 3.875%

1.30 24M
Government

United States Treasury Bonds 4.625%

0.98 18M
Government

United States Treasury Bonds 5.125%

0.87 16M
Government

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