Morningstar

Schwab U.S. Aggregate Bond ETF™ SCHZ

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

Morningstar’s Analysis SCHZ

Will SCHZ 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Schwab US Aggregate 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 SCHZ

More SCHZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ssc Government Mm Gvmxx

1.15 121M
Cash and Equivalents

United States Treasury Notes 4.375%

0.40 42M
Government

United States Treasury Notes 4.125%

0.38 40M
Government

United States Treasury Notes 4.625%

0.38 40M
Government

United States Treasury Notes 4.25%

0.37 39M
Government

United States Treasury Notes 4.25%

0.37 39M
Government

United States Treasury Notes 4.375%

0.37 39M
Government

United States Treasury Notes 4.25%

0.37 38M
Government

United States Treasury Notes 4%

0.36 38M
Government

United States Treasury Notes 3.5%

0.36 38M
Government

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