SCHJ – Schwab 1-5 Year Corporate 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 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.

Morningstar Manager Research

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest 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
Ssc Government Mm Gvmxx	0.40	1.9 Mil	Cash and Equivalents
2 Year Treasury Note Future Dec 24	0.23	1.0 Mil	Government
Bank of America Corp. 3.419%	0.21	969,628	Corporate
Bank of America Corp. 1.734%	0.20	941,443	Corporate
The Boeing Company 2.196%	0.20	925,517	Corporate
Anheuser-Busch InBev Worldwide Inc. 4.75%	0.19	874,080	Corporate
Us 3yr Note (Cbt) Dec24 Xcbt 20241231	0.19	854,562	Government
CVS Health Corp 4.3%	0.18	840,716	Corporate
Wells Fargo & Co. 5.574%	0.18	813,454	Corporate
Wells Fargo & Co. 3.526%	0.17	776,049	Corporate

Schwab 1-5 Year Corporate Bond ETF SCHJ