Schwab U.S. Aggregate Bond ETF SCHZ boasts a low fee and conservative portfolio, traits that make it a great core bond holding. It earns a Morningstar Analyst Rating of Silver.
Will SCHZ outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCHZ’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SCHZ management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SCHZ’s parent organization’s priorities and whether they’re in line with investors’ interests.