Schwab 1-5 Year Corporate Bond 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.
Schwab 1-5 Year Corporate Bond ETF SCHJ
Morningstar’s Analysis SCHJ
Will SCHJ outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 1.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Ssc Government Mm Gvmxx | 0.48 | 4M | Cash and Equivalents |
T-Mobile USA, Inc. 3.875% | 0.21 | 2M | Corporate |
Bank of America Corp. 3.419% | 0.20 | 2M | Corporate |
AbbVie Inc. 3.2% | 0.16 | 1M | Corporate |
CVS Health Corp 4.3% | 0.16 | 1M | Corporate |
Amazon.com, Inc. 4.25% | 0.15 | 1M | Corporate |
Salesforce Inc. 4.65% | 0.15 | 1M | Corporate |
Boeing Co. 5.15% | 0.14 | 1M | Corporate |
Goldman Sachs Group, Inc. 4.148% | 0.14 | 1M | Corporate |
Bank of America Corp. 2.687% | 0.14 | 1M | Corporate |
United States