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SCHK - ETF AI Analysis
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Schwab 1000 Index ETF (SCHK)
Rating:74Outperform
Price Target:―
Positive Factors
Very Low Expense Ratio
The fund charges a very low fee, so more of any gains can stay in investors’ pockets instead of going to costs.
Broad Sector Diversification
Holdings are spread across many sectors, which helps reduce the impact if any single industry runs into trouble.
Large Asset Base
The ETF manages a sizable pool of assets, which generally supports good trading liquidity and fund stability for investors.
Negative Factors
Heavy Tilt Toward Technology
A large portion of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Weak Recent Performance in Key Holdings
Several of the biggest positions, including major technology names, have shown weak year-to-date performance, which can drag on the fund’s returns.
Concentrated in U.S. Market
Almost all of the fund’s assets are invested in U.S. companies, offering limited diversification across different countries and economies.
SCHK vs. SPDR S&P 500 ETF (SPY)
AUM4.87B
RegionNorth America
Expense Ratio0.03%
Beta1.01
IssuerSchwab
Inception DateOct 11, 2017
Dividend Yield1.09%
Asset ClassEquity
Index TrackedS&P Schwab 1000 Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,622,319
30 Day Avg. Volume1,333,787
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
39.52Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering990
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SCHK Summary
SCHK is the Schwab 1000 Index ETF, which follows the Schwab 1000 Index, covering about the 1,000 largest U.S. companies. It gives you broad exposure to the U.S. stock market in a single fund, with major holdings like Apple and Microsoft, plus many other well-known names across technology, finance, health care, and more. Someone might invest in SCHK to get instant diversification and long-term growth potential from large, established companies. A key risk is that it still moves with the overall stock market, so your investment can go up and down in value.
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
SCHK is very much a U.S. big-tech story, with heavyweight positions in Nvidia, Apple, Microsoft, Amazon, and Alphabet steering the ship. Lately, Alphabet and Amazon have been the bright spots, helping to prop up returns as their AI and cloud narratives gain traction. In contrast, Apple, Microsoft, and especially Meta and Tesla have been losing steam, acting as a drag despite their star power. With technology dominating the portfolio and all holdings U.S.-based, the fund’s fortunes are tightly tied to the mood around America’s largest tech names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.15% | $347.63M | $4.44T | 31.66% | 76 Outperform | |
| Apple | 6.08% | $295.95M | $3.76T | 4.57% | 79 Outperform | |
| Microsoft | 4.70% | $228.56M | $2.98T | -1.74% | 79 Outperform | |
| Amazon | 3.05% | $148.59M | $2.13T | -13.07% | 71 Outperform | |
| Alphabet Class A | 2.83% | $137.57M | $3.70T | 65.05% | 85 Outperform | |
| Broadcom | 2.46% | $119.68M | $1.54T | 39.53% | 76 Outperform | |
| Alphabet Class C | 2.26% | $110.09M | $3.70T | 63.76% | 82 Outperform | |
| Meta Platforms | 2.23% | $108.30M | $1.62T | -13.15% | 76 Outperform | |
| Tesla | 1.84% | $89.69M | $1.57T | 17.31% | 73 Outperform | |
| Berkshire Hathaway B | 1.44% | $70.17M | $1.08T | 3.74% | 66 Neutral |
SCHK Technical Analysis
Neutral
―
Price Trends
33.09
Negative
32.66
Positive
31.15
Positive
Market Momentum
-0.01
Positive
44.61
Neutral
45.17
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCHK, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 33.20, equal to the 50-day MA of 33.09, and equal to the 200-day MA of 31.15, indicating a neutral trend. The MACD of -0.01 indicates Positive momentum. The RSI at 44.61 is Neutral, neither overbought nor oversold. The STOCH value of 45.17 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SCHK.
SCHK Peer Comparison
Comparison Results
Performance Comparison
SCHK
Schwab 1000 Index ETF
32.86
3.62
12.38%
MGC
Vanguard Mega Cap ETF
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PRF
Invesco FTSE RAFI US 1000 ETF
―
―
―
QQQI
NEOS Nasdaq 100 High Income ETF
―
―
―
FTCS
First Trust Capital Strength ETF
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―
―
QYLD
Global X NASDAQ 100 Covered Call 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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