SCHK - ETF AI Analysis
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Schwab 1000 Index ETF (SCHK)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past few months, indicating positive recent momentum.
Low Expense Ratio
The fund’s very low fee means more of the investment return stays in investors’ pockets compared with many other ETFs.
Broad Technology Exposure with Leading Names
A large allocation to technology, including strong-performing companies like Nvidia, Apple, Broadcom, Alphabet, and Micron, has helped support the fund’s results.
Negative Factors
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, which limits diversification across global markets.
Top Holdings Concentration Risk
A small group of large technology and communication stocks makes up a significant share of the portfolio, increasing the impact if any of these companies stumble.
Mixed Performance Among Major Holdings
Some key positions like Microsoft, Meta, and Tesla have shown weak or negative performance recently, which can offset gains from stronger names.
SCHK vs. SPDR S&P 500 ETF (SPY)
AUM5.90B
RegionNorth America
Expense Ratio0.03%
Beta1.01
IssuerSchwab
Inception DateOct 11, 2017
Dividend Yield1%
Asset ClassEquity
Index TrackedS&P Schwab 1000 Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,922,030
30 Day Avg. Volume1,032,963
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
44.62Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering980
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 and gives you exposure to about 1,000 of the largest U.S. companies. It includes many well-known names like Apple and Microsoft, along with firms from sectors such as technology, finance, health care, and consumer goods. Investors might consider SCHK as a simple way to get broad diversification across the U.S. stock market in a single fund, with potential for long-term growth. A key risk is that it can go up and down with the overall stock market, and it is especially influenced by large tech companies.
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 riding a powerful U.S. tech wave, with Nvidia, Microsoft, and Amazon doing much of the heavy lifting as their AI and cloud stories keep momentum rising. Apple, while still a core anchor, has been a bit mixed lately, feeling like it’s catching its breath rather than sprinting. Alphabet’s twin share classes add to the tech tilt, though their recent performance has been choppy. On the weaker side, Meta and Tesla have been losing steam, quietly tugging at returns. Overall, this is a U.S.-centric fund whose story is dominated by Big Tech and AI-heavy names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.70% | $454.40M | $5.55T | 37.92% | 76 Outperform | |
| Apple | 6.71% | $395.87M | $4.67T | 33.49% | 79 Outperform | |
| Microsoft | 5.27% | $311.20M | $3.71T | 0.95% | 79 Outperform | |
| Amazon | 3.53% | $208.13M | $2.79T | 11.27% | 71 Outperform | |
| Alphabet Class A | 2.79% | $164.92M | $4.12T | 44.02% | 85 Outperform | |
| Broadcom | 2.35% | $138.87M | $1.70T | 6.87% | 76 Outperform | |
| Alphabet Class C | 2.23% | $131.61M | $4.12T | 42.58% | 82 Outperform | |
| Meta Platforms | 1.87% | $110.14M | $1.57T | -18.03% | 76 Outperform | |
| Micron | 1.50% | $88.74M | $1.15T | 673.84% | 79 Outperform | |
| Tesla | 1.47% | $87.02M | $1.40T | 0.92% | 73 Outperform |
SCHK Technical Analysis
Positive
―
Price Trends
36.51
Positive
35.88
Positive
34.20
Positive
Market Momentum
0.14
Positive
55.42
Neutral
62.85
Neutral
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 37.10, equal to the 50-day MA of 36.51, and equal to the 200-day MA of 34.20, indicating a bullish trend. The MACD of 0.14 indicates Positive momentum. The RSI at 55.42 is Neutral, neither overbought nor oversold. The STOCH value of 62.85 is Neutral, 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
37.14
6.12
19.73%
JQUA
JPMorgan U.S. Quality Factor ETF
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VONE
Vanguard Russell 1000 ETF
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TCAF
T. Rowe Price Capital Appreciation Equity ETF
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FELC
Fidelity Enhanced Large Cap Core 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.
DisclaimerThis 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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