Morningstar

Schwab 1-5 Year Corporate Bond ETF SCHJ

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis SCHJ

Will SCHJ outperform in the 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 SCHJ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Schwab 1-5 Year Corporate Bond 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SCHJ

More SCHJ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 1.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ssc Government Mm Gvmxx

0.47 4M
Cash and Equivalents

Us 5yr Note (Cbt) Dec26 Xcbt 20261231

0.46 4M
Government

Space Exploration Technologies Corp. 5.35%

0.23 2M
Corporate

T-Mobile USA, Inc. 3.875%

0.22 2M
Corporate

Bank of America Corp. 3.419%

0.21 2M
Corporate

AbbVie Inc. 3.2%

0.17 1M
Corporate

CVS Health Corp 4.3%

0.16 1M
Corporate

Salesforce Inc. 4.65%

0.16 1M
Corporate

NVIDIA Corp. 4.5%

0.15 1M
Corporate

Amazon.com, Inc. 4.8%

0.15 1M
Corporate

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