We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. The following text is from March 3, 2023.
Schwab Short-Term US Treasury ETF™ SCHO
Morningstar’s Analysis SCHO
Will SCHO 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 16.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
United States Treasury Notes 1.5% | 1.78 | 189.2 Mil | Government |
United States Treasury Notes 4.625% | 1.76 | 188.0 Mil | Government |
United States Treasury Notes 4.875% | 1.74 | 185.7 Mil | Government |
United States Treasury Notes 4.875% | 1.73 | 184.8 Mil | Government |
United States Treasury Notes 4.5% | 1.67 | 177.7 Mil | Government |
United States Treasury Notes 4.625% | 1.61 | 171.9 Mil | Government |
United States Treasury Notes 4.25% | 1.54 | 164.5 Mil | Government |
United States Treasury Notes 2.25% | 1.49 | 158.9 Mil | Government |
United States Treasury Notes 4.625% | 1.48 | 157.6 Mil | Government |
United States Treasury Notes 4.5% | 1.47 | 156.1 Mil | Government |