Morningstar

Schwab Intermediate-Term U.S. Treasury ETF™ SCHR

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

Morningstar’s Analysis SCHR

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Schwab Intermediate-Term US Trs 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 SCHR

More SCHR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.125%

2.19 284M
Government

United States Treasury Notes 4.625%

1.88 243M
Government

United States Treasury Notes 4.375%

1.86 241M
Government

United States Treasury Notes 4.25%

1.84 238M
Government

United States Treasury Notes 4.375%

1.83 237M
Government

United States Treasury Notes 4.25%

1.83 237M
Government

United States Treasury Notes 4.25%

1.82 236M
Government

United States Treasury Notes 4%

1.81 235M
Government

United States Treasury Notes 4.125%

1.80 233M
Government

United States Treasury Notes 3.875%

1.79 232M
Government

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