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Schwab US Aggregate Bond ETF™ SCHZ

Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis SCHZ

Will SCHZ outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A strong management team and sound investment process underpin Schwab US Aggregate Bond ETF ™'s Morningstar Medalist Rating of Silver.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings SCHZ

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 4.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ssc Government Mm Gvmxx

1.67 125.6 Mil
Cash and Equivalents

United States Treasury Notes 4.5%

0.51 38.5 Mil
Government

United States Treasury Notes 3.875%

0.45 34.1 Mil
Government

United States Treasury Notes 3.375%

0.41 31.0 Mil
Government

Federal National Mortgage Association 5%

0.41 30.5 Mil
Securitized

Federal National Mortgage Association 4.5%

0.39 29.3 Mil
Securitized

United States Treasury Notes 3.5%

0.39 29.0 Mil
Government

United States Treasury Notes 4%

0.38 28.6 Mil
Government

United States Treasury Notes 4.125%

0.37 28.0 Mil
Government

United States Treasury Notes 2.75%

0.34 25.8 Mil
Government