SCMB – Schwab Municipal Bond ETF – ETF Stock Quote

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 SCMB’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Morningstar Manager Research

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

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 2.2%	0.23	965,000	municipal
LOS ANGELES CALIF DEPT WTR & PWR REV 1.15%	0.19	785,000	municipal
NEW JERSEY ST TRANSN TR FD AUTH 0%	0.15	618,172	municipal
CALIFORNIA ST 5%	0.14	588,458	municipal
MINNESOTA ST 5%	0.14	575,851	municipal
ILLINOIS ST 5%	0.14	557,200	municipal
MINNESOTA ST 5%	0.13	537,910	municipal
NEW YORK N Y 5.25%	0.13	537,413	municipal
CHICAGO ILL 5.5%	0.13	533,381	municipal
NEW YORK ST DORM AUTH ST PERS INCOME TAX REV 4%	0.13	528,132	municipal

Schwab Municipal Bond ETF SCMB