Schwab Municipal Bond ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
Schwab Municipal Bond ETF SCMB
Morningstar’s Analysis SCMB
Will SCMB 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 SCMB 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 SCMB’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 1.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
MASSACHUSETTS ST 5% | 0.23 | 9M | municipal |
GWINNETT CNTY GA SCH DIST 5% | 0.23 | 9M | municipal |
PENNSYLVANIA ST 4% | 0.22 | 8M | municipal |
NEW YORK N Y 5% | 0.21 | 8M | municipal |
CALIFORNIA ST DEPT WTR RES CENT VY PROJ REV 5% | 0.20 | 8M | municipal |
WASHINGTON ST 5% | 0.18 | 7M | municipal |
NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV 5% | 0.18 | 7M | municipal |
CALIFORNIA ST 5.25% | 0.18 | 7M | municipal |
NORTHWEST TEX INDPT SCH DIST 5% | 0.17 | 6M | municipal |
MASSACHUSETTS ST 5% | 0.17 | 6M | municipal |
United States