The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
Schwab 5-10 Year Corp Bd ETF SCHI
Morningstar’s Analysis SCHI
Will SCHI 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 2.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
T-Mobile USA, Inc. 3.875% | 0.36 | 22.5 Mil | Corporate |
Us 5yr Note (Cbt) Jun24 Xcbt 20240628 | 0.33 | 20.6 Mil | Government |
Bank of America Corp. 5.288% | 0.27 | 17.2 Mil | Corporate |
AbbVie Inc. 3.2% | 0.27 | 17.1 Mil | Corporate |
Bank of America Corp. 5.468% | 0.27 | 17.1 Mil | Corporate |
Pfizer Investment Enterprises Pte Ltd. 4.75% | 0.27 | 16.8 Mil | Corporate |
Bank of America Corp. 5.015% | 0.27 | 16.7 Mil | Corporate |
Ssc Government Mm Gvmxx | 0.25 | 15.9 Mil | Cash and Equivalents |
JPMorgan Chase & Co. 5.35% | 0.25 | 15.4 Mil | Corporate |
WarnerMedia Holdings Inc. 4.279% | 0.24 | 15.1 Mil | Corporate |