The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
Schwab US Aggregate Bond ETF™ SCHZ
Morningstar’s Analysis SCHZ
Will SCHZ 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 3.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Ssc Government Mm Gvmxx | 1.72 | 146.3 Mil | Cash and Equivalents |
United States Treasury Notes 4.375% | 0.48 | 40.8 Mil | Government |
United States Treasury Notes 4.5% | 0.47 | 39.9 Mil | Government |
United States Treasury Notes 4% | 0.44 | 37.1 Mil | Government |
United States Treasury Notes 3.875% | 0.41 | 34.8 Mil | Government |
United States Treasury Notes 3.375% | 0.37 | 31.2 Mil | Government |
United States Treasury Notes 3.5% | 0.36 | 31.0 Mil | Government |
United States Treasury Notes 2.875% | 0.35 | 30.0 Mil | Government |
United States Treasury Notes 4.125% | 0.35 | 29.5 Mil | Government |
United States Treasury Notes 1.25% | 0.33 | 28.1 Mil | Government |