Morningstar

Schwab Municipal Bond ETF SCMB

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

Morningstar’s Analysis SCMB

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Schwab Municipal Bond ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm 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 SCMB

More SCMB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 1.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

KING CNTY WASH SWR REV 2.55%

0.36 11M
municipal

NEW YORK N Y 2.65%

0.23 7M
municipal

MASSACHUSETTS ST 5%

0.18 6M
municipal

CALIFORNIA ST 5.25%

0.17 5M
municipal

TRIBOROUGH BRDG & TUNL AUTH N Y PAYROLL MOBILITY TAX 5%

0.14 4M
municipal

UNIVERSITY CALIF REVS 5%

0.13 4M
municipal

CALIFORNIA ST 5%

0.13 4M
municipal

WASHINGTON ST 5%

0.13 4M
municipal

MASSACHUSETTS ST 5%

0.13 4M
municipal

NEW YORK N Y 5%

0.13 4M
municipal

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