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Morningstar

Schwab Short-Term US Treasury ETF™ SCHO

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

Morningstar’s Analysis SCHO

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

  • People Pillar

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

One of the best short-term Treasury funds.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. The following text is from March 3, 2023.

by Zachary Evens
Rated on Published on

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Portfolio Holdings SCHO

More SCHO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 1.5%

1.86 194.5 Mil
Government

United States Treasury Notes 4.875%

1.79 186.7 Mil
Government

United States Treasury Notes 4.875%

1.75 182.6 Mil
Government

United States Treasury Notes 4.5%

1.67 174.7 Mil
Government

United States Treasury Notes 4.625%

1.62 169.0 Mil
Government

United States Treasury Notes 4.25%

1.55 161.6 Mil
Government

United States Treasury Notes 4.5%

1.50 156.5 Mil
Government

United States Treasury Notes 4.5%

1.49 156.3 Mil
Government

United States Treasury Notes 2.25%

1.49 156.0 Mil
Government

United States Treasury Notes 0.75%

1.46 152.2 Mil
Government