Morningstar

Schwab Long-Term US Treasury ETF SCHQ

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

Morningstar’s Analysis SCHQ

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

  • People Pillar

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

A strong management team and sound investment process underpin Schwab Long-Term US Treasury ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SCHQ

More SCHQ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 4.625%

2.89 26.2 Mil
Government

United States Treasury Bonds 4.75%

2.81 25.6 Mil
Government

United States Treasury Bonds 4.25%

2.72 24.7 Mil
Government

United States Treasury Bonds 4.125%

2.42 22.0 Mil
Government

United States Treasury Bonds 4%

2.14 19.4 Mil
Government

United States Treasury Bonds 1.75%

2.04 18.6 Mil
Government

United States Treasury Bonds 2.375%

2.03 18.4 Mil
Government

United States Treasury Bonds 3.625%

2.00 18.1 Mil
Government

United States Treasury Bonds 3.625%

1.99 18.1 Mil
Government

United States Treasury Bonds 1.875%

1.88 17.0 Mil
Government

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