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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

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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

1.75 131.8 Mil
Cash and Equivalents

United States Treasury Notes 4.5%

0.51 38.4 Mil
Government

United States Treasury Notes 3.875%

0.45 34.0 Mil
Government

United States Treasury Notes 3.375%

0.41 31.0 Mil
Government

Federal National Mortgage Association 5%

0.40 30.4 Mil
Securitized

Federal National Mortgage Association 4.5%

0.39 29.1 Mil
Securitized

United States Treasury Notes 4%

0.39 29.0 Mil
Government

United States Treasury Notes 3.5%

0.39 29.0 Mil
Government

United States Treasury Notes 4.125%

0.37 28.0 Mil
Government

United States Treasury Notes 2.75%

0.34 25.7 Mil
Government