We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. The following text is from Nov. 2, 2022.
Schwab US TIPS ETF™ SCHP
Morningstar’s Analysis SCHP
Will SCHP 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 33.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
United States Treasury Notes 1.125% | 3.61 | 390.6 Mil | Government |
United States Treasury Notes 1.375% | 3.61 | 390.0 Mil | Government |
United States Treasury Notes 0.625% | 3.58 | 387.8 Mil | Government |
United States Treasury Notes 2.375% | 3.47 | 375.4 Mil | Government |
United States Treasury Notes 0.375% | 3.41 | 368.9 Mil | Government |
United States Treasury Notes 0.125% | 3.33 | 360.6 Mil | Government |
United States Treasury Notes 1.625% | 3.32 | 359.2 Mil | Government |
United States Treasury Notes 1.25% | 3.21 | 347.2 Mil | Government |
United States Treasury Notes 0.125% | 3.16 | 341.8 Mil | Government |
United States Treasury Notes 0.125% | 3.14 | 339.4 Mil | Government |