Morningstar

Schwab Long-Term U.S. Treasury ETF SCHQ

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

Morningstar’s Analysis SCHQ

Will SCHQ 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 SCHQ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Schwab Long-Term US Treasury ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored 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 SCHQ

More SCHQ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 5%

2.20 20M
Government

United States Treasury Bonds 4.75%

2.12 19M
Government

United States Treasury Bonds 4.75%

2.12 19M
Government

United States Treasury Bonds 4.75%

2.11 19M
Government

United States Treasury Bonds 4.625%

2.07 19M
Government

United States Treasury Bonds 4.625%

2.07 19M
Government

United States Treasury Bonds 4.625%

2.07 19M
Government

United States Treasury Bonds 4.5%

2.03 18M
Government

United States Treasury Bonds 4.75%

2.02 18M
Government

United States Treasury Bonds 4.25%

1.95 18M
Government

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