SCHK - ETF AI Analysis
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Schwab 1000 Index ETF (SCHK)
SCHK vs. SPDR S&P 500 ETF (SPY)
- AUM
- 5.79B
- Region
- North America
- Expense Ratio
- 0.03%
- Beta
- 1.01
- Issuer
- Schwab
- Inception Date
- Oct 11, 2017
- Dividend Yield
- 1.05%
- Asset Class
- Equity
- Index Tracked
- S&P Schwab 1000 Index
SCHK Summary
SCHK is the Schwab 1000 Index ETF, which follows the Schwab 1000 Index, a basket of the 1,000 largest U.S. companies. It gives you broad exposure to many parts of the American economy, with a strong tilt toward technology, financials, and health care. Well-known holdings include Apple, Microsoft, Nvidia, and Amazon, along with many other big household names. Someone might invest in SCHK to get instant diversification and long-term growth potential from large, established companies in a single, low-cost fund. A key risk is that the ETF can rise or fall with the overall stock market, especially big U.S. tech stocks.
How much will it cost me?
SCHK has an expense ratio of 0.03%, which means you’ll pay about $0.30 per year for every $1,000 invested. This cost is lower than the average ETF because it’s a passively managed index fund that simply tracks the Schwab 1000 Index instead of paying managers to pick individual stocks.
What would affect this ETF?
Because SCHK holds many of the largest U.S. companies and is heavily tilted toward technology and communication services names like Nvidia, Apple, Microsoft, and Alphabet, it can benefit from strong innovation, economic growth, and a healthy U.S. stock market. On the downside, rising interest rates, a slowdown in the U.S. economy, tighter tech regulation, or weak performance in its biggest holdings could weigh on returns even though the fund is broadly diversified across sectors.
SCHK Top 10 Holdings
SCHK is riding on the shoulders of Big Tech, with Apple and Microsoft providing steady, rising support thanks to strong demand for devices, cloud, and AI. Nvidia and Micron add a powerful semiconductor twist, though Nvidia has cooled recently, tempering some of that momentum. Amazon is quietly helping, with solid but not explosive gains, while Alphabet’s twin share classes and Meta have been more mixed, occasionally weighing on the fund. Tesla’s rebound offers a bit of spark, but overall this is a U.S.-centric, tech-heavy story where a handful of giants steer the ship.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 7.16% | $414.42M | $4.93T | 0.86% | 76Outperform |
 AAPL | Apple | 7.06% | $408.12M | $5.03T | 26.98% | 79Outperform |
 MSFT | Microsoft | 5.45% | $315.40M | $3.88T | -0.73% | 79Outperform |
 AMZN | Amazon | 3.32% | $192.01M | $2.59T | 7.85% | 71Outperform |
 GOOGL | Alphabet Class A | 2.31% | $133.42M | $3.41T | -0.58% | 85Outperform |
 AVGO | Broadcom | 2.28% | $131.75M | $1.56T | -13.38% | 76Outperform |
 GOOG | Alphabet Class C | 1.86% | $107.46M | $3.41T | -1.31% | 82Outperform |
 META | Meta Platforms | 1.91% | $110.54M | $1.57T | -7.72% | 76Outperform |
 TSLA | Tesla | 1.58% | $91.19M | $1.58T | -9.15% | 73Outperform |
 MU | Micron | 1.46% | $84.71M | $1.00T | 294.96% | 79Outperform |
SCHK Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCHK, the sentiment is Negative. The current price of 36.33 is below the 20-day moving average (MA) of 37.02, below the 50-day MA of 36.89, and above the 200-day MA of 34.96, indicating a neutral trend. The MACD of -0.05 indicates Positive momentum. The RSI at 40.80 is Neutral, neither overbought nor oversold. The STOCH value of 61.67 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SCHK.
SCHK Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| SCHK | $36.33 | $41.00(12.85% Upside) | $5.79B | 0.03% | 73Outperform |
 JQUA | $75.52 | $89.36(18.32% Upside) | $9.70B | 0.12% | 73Outperform |
 VONE | $341.66 | $429.22(25.63% Upside) | $9.54B | 0.06% | 73Outperform |
 FELC | $42.70 | $52.74(23.52% Upside) | $8.88B | 0.18% | 74Outperform |
 QYLD | $17.89 | $23.77(32.87% Upside) | $8.41B | 0.60% | 74Outperform |
 TCAF | $42.82 | $53.80(25.64% Upside) | $8.15B | 0.31% | 69Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SCHK | Schwab 1000 Index ETF | 36.33 | 3.80 | 11.67% | |
| JQUA | JPMorgan U.S. Quality Factor ETF | 75.52 | 13.70 | 22.17% | |
| VONE | Vanguard Russell 1000 ETF | 341.66 | 35.48 | 11.59% | |
| FELC | Fidelity Enhanced Large Cap Core ETF | 42.70 | 4.97 | 13.16% | |
| QYLD | Global X NASDAQ 100 Covered Call ETF | 17.89 | 2.40 | 15.52% | |
| TCAF | T. Rowe Price Capital Appreciation Equity ETF | 42.82 | 4.28 | 11.12% |
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.