SCCRSchwab Core Bond ETF

Get income1y track recordRanked #291 of 1,622 in this goal

Seeks total return while generating income through U.S. dollar-denominated debt securities.

By Schwab ETFs · Launched 2025

Annual Cost

0.16%

#821 of 5,562 · low cost

Fund Size

$1.4B

#904 of 5,562 · large

Dividend YieldGoal

4.43%

Track Record

1 year

#4,144 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,541+5.4%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 22.2% of fund✓ well diversified

United States Treasury

5.0%

United States Treasury

4.6%

United States Treasury

3.7%

United States Treasury

2.1%

United States Treasury

2.0%

Freddie Mac

1.1%

Government National Mortgage Association

1.1%

State Board of Administration Finance Corp

0.9%

State of Illinois

0.9%

Government National Mortgage Association

0.8%

Asset allocation

Bonds

98.5%

Cash

1.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

3.7%Low

Year-on-year price swings

Max drawdown

-2.8%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Bond profile

Duration

4.2 years

Avg maturity

9.6 years

Credit ratings

US Government

17.1%

AAA

1.8%

60.5%

26.5%

BBB

11.1%

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks total return while generating income through U.S. dollar-denominated debt securities.
Strategy: Invests primarily in U.S. dollar-denominated debt securities including corporate bonds, U.S. Treasury securities, and mortgage-backed securities. Actively managed without tracking a specific index, allowing flexibility in maturity and duration. Focuses on investment-grade securities, with potential for higher portfolio turnover.
Inception date: February 4, 2025
Fund family: Schwab ETFs