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Schwab Long-Term US Treasury ETF SCHQ

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

Morningstar’s Analysis SCHQ

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

People Pillar

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

A strong management team and sound investment process underpin Schwab Long-Term US Treasury 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 SCHQ

More SCHQ Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 78
  • Other Holdings 1
  • % Assets in Top 10 Holdings 24.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 4%

2.68
10,967,199
Government

United States Treasury Bonds 2.375%

2.53
10,346,263
Government

United States Treasury Bonds 3.625%

2.51
10,249,267
Government

United States Treasury Bonds 3.625%

2.51
10,240,060
Government

United States Treasury Bonds 1.75%

2.47
10,083,046
Government

United States Treasury Bonds 2%

2.29
9,340,091
Government

United States Treasury Bonds 2.875%

2.27
9,265,658
Government

United States Treasury Bonds 1.875%

2.26
9,240,134
Government

United States Treasury Bonds 1.875%

2.23
9,103,968
Government

United States Treasury Bonds 3%

2.21
9,041,305
Government