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Schwab 5-10 Year Corp Bd ETF SCHI

Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis SCHI

Will SCHI outperform in future?

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

A strong management team and sound investment process underpin Schwab 5-10 Year Corp Bd ETF's Morningstar Medalist Rating of Silver.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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Portfolio Holdings SCHI

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 2.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

T-Mobile USA, Inc. 3.875%

0.35 22.1 Mil
Corporate

Us 5yr Note (Cbt) Jun24 Xcbt 20240628

0.28 17.3 Mil
Government

AbbVie Inc. 3.2%

0.27 16.9 Mil
Corporate

Bank of America Corp. 5.468%

0.27 16.8 Mil
Corporate

Bank of America Corp. 5.288%

0.27 16.6 Mil
Corporate

Bank of America Corp. 5.015%

0.26 16.4 Mil
Corporate

Pfizer Investment Enterprises Pte Ltd. 4.75%

0.26 16.4 Mil
Corporate

JPMorgan Chase & Co. 5.35%

0.24 15.0 Mil
Corporate

WarnerMedia Holdings Inc. 4.279%

0.24 14.9 Mil
Corporate

JPMorgan Chase & Co. 4.912%

0.23 14.6 Mil
Corporate