Schwab 5-10 Year Corp Bd ETF SCHI

Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis SCHI

Will SCHI outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A sound investment process and strong management team underpin Schwab 5-10 Year Corp Bd ETF's Morningstar Medalist Rating of Silver.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings SCHI

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 2.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ssc Government Mm Gvmxx

0.64 48.3 Mil
Cash and Equivalents

Us 5yr Note (Cbt) Dec24 Xcbt 20241231

0.40 30.3 Mil
Government

T-Mobile USA, Inc. 3.875%

0.33 24.9 Mil
Corporate

Bank of America Corp. 5.468%

0.26 19.4 Mil
Corporate

AbbVie Inc. 3.2%

0.25 19.2 Mil
Corporate

Bank of America Corp. 5.288%

0.25 19.1 Mil
Corporate

Bank of America Corp. 5.015%

0.25 19.1 Mil
Corporate

Pfizer Investment Enterprises Pte Ltd. 4.75%

0.25 18.9 Mil
Corporate

JPMorgan Chase & Co. 5.35%

0.23 17.3 Mil
Corporate

JPMorgan Chase & Co. 4.912%

0.23 16.9 Mil
Corporate

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