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Schwab 1-5 Year Corporate Bond ETF SCHJ

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

Morningstar’s Analysis SCHJ

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

  • People Pillar

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

A sound investment process and strong management team underpin Schwab 1-5 Year Corporate Bond 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 lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SCHJ

More SCHJ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 1.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ssc Government Mm Gvmxx

0.37 1.5 Mil
Cash and Equivalents

Bank of America Corp. 3.419%

0.22 887,886
Corporate

The Boeing Company 2.196%

0.21 871,461
Corporate

Bank of America Corp. 1.734%

0.21 851,032
Corporate

Wells Fargo & Co. 5.574%

0.19 769,986
Corporate

Anheuser-Busch InBev Worldwide Inc. 4.75%

0.18 747,592
Corporate

CVS Health Corp 4.3%

0.18 726,165
Corporate

Goldman Sachs Group, Inc. 1.948%

0.16 648,690
Corporate

Us 5yr Note (Cbt) Sep24 Xcbt 20240930

0.16 639,891
Government

AbbVie Inc. 2.95%

0.15 625,970
Corporate