We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. The following text is from Nov. 2, 2022.
Schwab US TIPS ETF™ SCHP
Morningstar’s Analysis SCHP
Will SCHP 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 34.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
United States Treasury Notes 1.75% | 3.81 | 422.6 Mil | Government |
United States Treasury Notes 1.125% | 3.53 | 390.9 Mil | Government |
United States Treasury Notes 1.375% | 3.52 | 390.0 Mil | Government |
United States Treasury Notes 0.625% | 3.50 | 388.3 Mil | Government |
United States Treasury Notes 2.125% | 3.45 | 382.0 Mil | Government |
United States Treasury Notes 2.375% | 3.36 | 372.7 Mil | Government |
United States Treasury Notes 0.375% | 3.28 | 363.7 Mil | Government |
United States Treasury Notes 0.125% | 3.26 | 361.4 Mil | Government |
United States Treasury Notes 1.625% | 3.22 | 356.5 Mil | Government |
United States Treasury Notes 1.25% | 3.12 | 345.6 Mil | Government |