Schwab Intermediate-Term US Trs 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 Intermediate-Term U.S. Treasury ETF™ SCHR
Morningstar’s Analysis SCHR
Will SCHR 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 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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 19.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
United States Treasury Notes 4% | 2.17 | 282M | Government |
United States Treasury Notes 4.625% | 1.95 | 254M | Government |
United States Treasury Notes 4.375% | 1.92 | 250M | Government |
United States Treasury Notes 4.25% | 1.90 | 248M | Government |
United States Treasury Notes 4.25% | 1.89 | 247M | Government |
United States Treasury Notes 4.25% | 1.89 | 247M | Government |
United States Treasury Notes 4.125% | 1.87 | 244M | Government |
United States Treasury Notes 4% | 1.86 | 243M | Government |
United States Treasury Notes 4% | 1.85 | 242M | Government |
United States Treasury Notes 3.875% | 1.85 | 241M | Government |
United States