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Schwab 1-5 Year Corporate Bond ETF SCHJ

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

Morningstar’s Analysis SCHJ

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

People Pillar

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

A strong management team and sound investment process underpin Schwab 1-5 Year Corporate Bond ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SCHJ

More SCHJ Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 2344
  • Other Holdings 3
  • % Assets in Top 10 Holdings 1.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ssc Government Mm Gvmxx

0.41
1,557,180
Cash and Equivalents

Bank of America Corp. 3.419%

0.24
919,410
Corporate

Bank of America Corp. 1.734%

0.20
776,718
Corporate

The Boeing Company 2.196%

0.20
747,864
Corporate

CVS Health Corp 4.3%

0.19
726,218
Corporate

Wells Fargo & Co. 5.574%

0.17
649,604
Corporate

Charter Communications Operating, LLC/Charter Communications Operating Capi

0.17
639,398
Corporate

Pfizer Investment Enterprises Pte Ltd. 4.45%

0.17
638,462
Corporate

Verizon Communications Inc. 4.329%

0.16
627,972
Corporate

WarnerMedia Holdings Inc. 3.755%

0.16
613,542
Corporate