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Morningstar

Schwab Intermediate-Term US Trs ETF™ SCHR

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

Morningstar’s Analysis SCHR

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

People Pillar

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

A strong management team and sound investment process underpin Schwab Intermediate-Term US Trs ETF ™'s Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SCHR

More SCHR Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 107
  • Other Holdings 1
  • % Assets in Top 10 Holdings 18.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.125%

2.04
149,207,569
Government

United States Treasury Notes 3.375%

1.92
140,513,728
Government

United States Treasury Notes 3.5%

1.91
139,732,069
Government

United States Treasury Notes 2.875%

1.91
139,315,576
Government

United States Treasury Notes 1.25%

1.90
138,796,394
Government

United States Treasury Notes 1.375%

1.87
136,385,694
Government

United States Treasury Notes 1.625%

1.81
132,520,001
Government

United States Treasury Notes 1.875%

1.78
130,463,470
Government

United States Treasury Notes 2.75%

1.78
130,318,166
Government

United States Treasury Notes 0.875%

1.75
128,306,140
Government