Skip to Content
Morningstar

Schwab US Aggregate Bond ETF™ SCHZ

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCHZ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A strong management team and sound investment process underpin Schwab US Aggregate Bond 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 cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SCHZ

More SCHZ Holdings
  • 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

1.70 126.7 Mil
Cash and Equivalents

United States Treasury Notes 4.5%

0.51 38.2 Mil
Government

United States Treasury Notes 3.875%

0.45 33.8 Mil
Government

United States Treasury Notes 3.375%

0.41 30.8 Mil
Government

Federal National Mortgage Association 5%

0.41 30.4 Mil
Securitized

Federal National Mortgage Association 4.5%

0.38 28.6 Mil
Securitized

United States Treasury Notes 4%

0.38 28.4 Mil
Government

United States Treasury Notes 3.5%

0.37 27.9 Mil
Government

United States Treasury Notes 4.125%

0.37 27.9 Mil
Government

United States Treasury Notes 2.75%

0.34 25.6 Mil
Government