The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
Schwab Intermediate-Term US Trs ETF™ SCHR
Morningstar’s Analysis SCHR
Will SCHR 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 18.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
United States Treasury Notes 4% | 2.15 | 172.7 Mil | Government |
United States Treasury Notes 4.5% | 2.13 | 170.7 Mil | Government |
United States Treasury Notes 3.875% | 2.00 | 160.2 Mil | Government |
United States Treasury Notes 4.125% | 1.86 | 148.9 Mil | Government |
United States Treasury Notes 2.875% | 1.79 | 143.8 Mil | Government |
United States Treasury Notes 1.25% | 1.77 | 142.0 Mil | Government |
United States Treasury Notes 3.5% | 1.76 | 141.0 Mil | Government |
United States Treasury Notes 3.375% | 1.75 | 140.5 Mil | Government |
United States Treasury Notes 1.375% | 1.72 | 138.3 Mil | Government |
United States Treasury Notes 2.75% | 1.69 | 135.5 Mil | Government |