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 shown solid gains so far this year and over the last few months, indicating positive recent momentum.
Low Expense Ratio
The fund charges very low annual fees, which helps investors keep more of their returns over time.
Leadership in Top Tech Holdings
Several of the largest technology positions, such as Nvidia, Amazon, Alphabet, and Broadcom, have been strong performers and support the fund’s overall results.
Negative Factors
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very little geographic diversification.
Tech Sector Dominance
A large share of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Mixed Results Among Top Holdings
Some major positions like Apple, Microsoft, Tesla, and Berkshire Hathaway have recently lagged, which could weigh on future performance if the weakness continues.
SCHK vs. SPDR S&P 500 ETF (SPY)
AUM5.69B
RegionNorth America
Expense Ratio0.03%
Beta1.01
IssuerSchwab
Inception DateOct 11, 2017
Dividend Yield1.02%
Asset ClassEquity
Index TrackedS&P Schwab 1000 Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume517,174
30 Day Avg. Volume767,848
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
43.28Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering986
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 the 1,000 largest U.S. companies. It gives you a simple way to own a wide slice of the U.S. stock market in one fund, with big names like Apple and Microsoft among its top holdings. Because it spreads your money across many sectors and companies, investors might use it as a core holding for long-term growth and diversification. However, it is heavily tilted toward large U.S. tech and other stocks, so its value can rise and fall with the overall stock market.
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’s story is all about U.S. mega-cap tech calling the shots. Nvidia and Broadcom have been the fund’s main engines, riding the AI wave, while Micron has turned into a surprise rocket, giving the semiconductor sleeve real punch. Apple and Alphabet look steadier, still helping but not quite as energetic lately. On the flip side, Microsoft and Meta have been losing a bit of steam, and Tesla is more of a wobble than a boost. With heavy exposure to U.S. technology and communication names, SCHK’s fortunes are tightly tied to Big Tech’s next move.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.78% | $386.12M | $4.71T | 22.22% | 76 Outperform | |
| Apple | 6.52% | $370.91M | $4.53T | 47.93% | 79 Outperform | |
| Microsoft | 4.17% | $237.35M | $2.90T | -22.12% | 79 Outperform | |
| Amazon | 3.41% | $194.37M | $2.61T | 12.14% | 71 Outperform | |
| Alphabet Class A | 3.03% | $172.68M | $4.34T | 110.50% | 85 Outperform | |
| Broadcom | 2.45% | $139.64M | $1.71T | 36.42% | 76 Outperform | |
| Alphabet Class C | 2.42% | $137.75M | $4.34T | 105.51% | 82 Outperform | |
| Meta Platforms | 1.84% | $104.74M | $1.48T | -14.58% | 76 Outperform | |
| Tesla | 1.59% | $90.63M | $1.48T | 40.95% | 73 Outperform | |
| Micron | 1.58% | $90.02M | $1.10T | 654.20% | 79 Outperform |
SCHK Technical Analysis
Positive
―
Price Trends
35.64
Positive
34.09
Positive
33.29
Positive
Market Momentum
0.19
Negative
59.77
Neutral
87.78
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 35.88, equal to the 50-day MA of 35.64, and equal to the 200-day MA of 33.29, indicating a bullish trend. The MACD of 0.19 indicates Negative momentum. The RSI at 59.77 is Neutral, neither overbought nor oversold. The STOCH value of 87.78 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
36.40
6.63
22.27%
MGC
Vanguard Mega Cap ETF
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PRF
Invesco FTSE RAFI US 1000 ETF
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RWL
Invesco S&P 500 Revenue ETF
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VONE
Vanguard Russell 1000 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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