Morningstar

Schwab 5-10 Year Corporate Bond ETF SCHI

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

Morningstar’s Analysis SCHI

Will SCHI 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Schwab 5-10 Year Corp Bd ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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

Space Exploration Technologies Corp. 5.35%

0.32 36M
Corporate

Meta Platforms Inc 4.875%

0.29 32M
Corporate

Space Exploration Technologies Corp. 5.65%

0.27 31M
Corporate

Meta Platforms Inc 5.25%

0.27 30M
Corporate

Amazon.com, Inc. 4.875%

0.27 30M
Corporate

Ssc Government Mm Gvmxx

0.26 30M
Cash and Equivalents

Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.7%

0.24 27M
Corporate

Bank of America Corp. 5.468%

0.23 27M
Corporate

Bank of America Corp. 5.288%

0.23 26M
Corporate

Bank of America Corp. 5.015%

0.23 26M
Corporate

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