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SCHK - ETF AI Analysis
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Schwab 1000 Index ETF (SCHK)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, like Nvidia, Broadcom, and Alphabet, have delivered strong year-to-date performance, driving overall returns.
Low Expense Ratio
The ETF has an extremely low expense ratio, making it a cost-effective choice for investors.
Broad Sector Exposure
The ETF is diversified across multiple sectors, including technology, financials, and health care, reducing reliance on any single industry.
Negative Factors
High Technology Concentration
Technology makes up over a third of the portfolio, exposing the ETF to risks if the sector faces a downturn.
Limited Geographic Diversification
The ETF is heavily focused on U.S. companies, with minimal exposure to international markets.
Underperforming Holdings
Some top holdings, like Apple and Amazon, have shown weaker year-to-date performance compared to others in the portfolio.
SCHK vs. SPDR S&P 500 ETF (SPY)
AUM4.92B
RegionNorth America
Expense Ratio0.03%
Beta1.01
IssuerSchwab
Inception DateOct 11, 2017
Dividend Yield1.08%
Asset ClassEquity
Index TrackedS&P Schwab 1000 Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,213,915
30 Day Avg. Volume1,627,669
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
38.57Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering995
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SCHK Summary
The Schwab 1000 Index ETF (SCHK) is an investment fund that tracks the Schwab 1000 Index, which includes the 1,000 largest publicly traded companies in the U.S. This ETF focuses on large-cap companies, offering exposure to well-known names like Microsoft and Apple. It’s a great option for investors looking to diversify their portfolio while benefiting from the stability and growth potential of America’s corporate leaders. However, since SCHK is heavily weighted toward technology stocks, its performance can be impacted by fluctuations in the tech sector.
How much will it cost me?The Schwab 1000 Index ETF (SCHK) has an expense ratio of 0.03%, meaning you’ll pay $0.30 per year for every $1,000 invested. This is much lower than average because it’s a passively managed fund that tracks an index, which typically costs less to operate than actively managed funds.
What would affect this ETF?The Schwab 1000 Index ETF (SCHK), with significant exposure to technology and large-cap U.S. companies like Nvidia, Microsoft, and Apple, could benefit from continued innovation and growth in the tech sector, as well as a stable U.S. economy. However, it may face challenges if interest rates rise, potentially impacting valuations of high-growth companies, or if regulatory changes affect major tech firms. Broader economic downturns or sector-specific slowdowns could also negatively impact the ETF's performance.
SCHK Top 10 Holdings
The Schwab 1000 Index ETF (SCHK) leans heavily into technology, with giants like Nvidia and Apple driving much of its performance. Nvidia’s focus on AI and data centers has kept it a long-term favorite, though recent momentum has cooled. Apple remains steady, buoyed by its services expansion, but faces valuation concerns. Alphabet’s strong growth in AI and cloud services has been a bright spot, while Microsoft shows mixed signals despite its cloud dominance. Tesla’s recent surge adds energy to the fund, but lagging names like Berkshire Hathaway temper the overall gains. With a clear U.S. focus and tech-heavy tilt, SCHK thrives on innovation but faces sector-specific volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.11% | $349.60M | $4.63T | 39.06% | 76 Outperform | |
| Apple | 6.28% | $308.61M | $4.04T | 6.97% | 79 Outperform | |
| Microsoft | 5.63% | $276.68M | $3.62T | 13.28% | 79 Outperform | |
| Amazon | 3.51% | $172.44M | $2.49T | 3.92% | 71 Outperform | |
| Alphabet Class A | 2.83% | $139.39M | $3.79T | 62.64% | 85 Outperform | |
| Broadcom | 2.57% | $126.15M | $1.67T | 45.66% | 76 Outperform | |
| Alphabet Class C | 2.28% | $111.97M | $3.79T | 62.32% | 82 Outperform | |
| Meta Platforms | 2.25% | $110.90M | $1.67T | 10.58% | 76 Outperform | |
| Tesla | 2.12% | $104.04M | $1.58T | 10.08% | 73 Outperform | |
| Berkshire Hathaway B | 1.43% | $70.12M | $1.07T | 9.15% | 66 Neutral |
SCHK Technical Analysis
Positive
―
Price Trends
32.52
Positive
31.95
Positive
29.96
Positive
Market Momentum
0.18
Negative
61.12
Neutral
96.81
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCHK, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 32.83, equal to the 50-day MA of 32.52, and equal to the 200-day MA of 29.96, indicating a bullish trend. The MACD of 0.18 indicates Negative momentum. The RSI at 61.12 is Neutral, neither overbought nor oversold. The STOCH value of 96.81 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SCHK.
SCHK Peer Comparison
Comparison Results
Performance Comparison
SCHK
Schwab 1000 Index ETF
33.22
5.14
18.30%
MGC
Vanguard Mega Cap ETF
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PRF
Invesco FTSE RAFI US 1000 ETF
―
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QYLD
Global X NASDAQ 100 Covered Call ETF
―
―
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FTCS
First Trust Capital Strength ETF
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―
―
JQUA
JPMorgan U.S. Quality Factor ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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