The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
Schwab 5-10 Year Corp Bd ETF SCHI
Morningstar’s Analysis SCHI
Will SCHI outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |