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Schwab Municipal Bond ETF SCMB

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

Morningstar’s Analysis SCMB

Will SCMB 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 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.

A sound investment process and strong management team underpin Schwab Municipal 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 least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SCMB

More SCMB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 1.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV 4.75%

0.30 1.0 Mil
municipal

NEW JERSEY ST TRANSN TR FD AUTH 0%

0.18 593,416
municipal

CALIFORNIA ST 5%

0.17 575,107
municipal

NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5%

0.17 561,199
municipal

ILLINOIS ST 5%

0.16 547,253
municipal

NEW YORK N Y 5.25%

0.16 531,509
municipal

CHICAGO ILL 5.5%

0.16 527,348
municipal

NEW YORK ST DORM AUTH ST PERS INCOME TAX REV 4%

0.15 512,420
municipal

NEW YORK ST URBAN DEV CORP REV 4%

0.15 509,530
municipal

NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV 4%

0.15 495,982
municipal