SCHK - ETF AI Analysis

Compare

Top Page

Schwab 1000 Index ETF (SCHK)

Rating:75Outperform

Price Target:

$36.00

The Schwab 1000 Index ETF (SCHK) has a solid overall rating, reflecting its strong portfolio of holdings. Leading contributors to its performance include Nvidia and Microsoft, which benefit from robust financial growth and strategic investments in AI and cloud services, positioning them for future success. However, weaker holdings like Berkshire Hathaway, which faces challenges in revenue and cash flow growth, slightly temper the fund's overall rating. A potential risk is the ETF's concentration in technology-focused companies, which could expose it to sector-specific volatility.

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)

AUM4.80B

RegionNorth America

Expense Ratio0.03%

Beta1.01

IssuerSchwab

Inception DateOct 11, 2017

Dividend Yield1.1%

Asset ClassEquity

Index TrackedS&P Schwab 1000 Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume1,353,829

30 Day Avg. Volume1,645,307

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

37.67

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering1000

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 Microsoft driving the fund’s performance thanks to their strong growth in AI and cloud services. Nvidia, in particular, is a standout, riding the AI wave with impressive momentum. Apple has been steady, but its gains are more modest compared to its peers. On the flip side, Amazon and Meta have been lagging, with mixed results and challenges in key business segments. With its focus on U.S. large-cap stocks, SCHK offers a tech-heavy slice of the American market, but its reliance on a few big names could amplify volatility.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	7.68%	$367.07M	$4.83T	31.12%	85 Outperform
AAPL	Apple	6.35%	$303.43M	$3.99T	18.75%	80 Outperform
MSFT	Microsoft	6.06%	$289.47M	$3.82T	19.21%	82 Outperform
AMZN	Amazon	3.83%	$183.21M	$2.67T	19.11%	76 Outperform
AVGO	Broadcom	2.62%	$125.34M	$1.66T	95.30%	76 Outperform
GOOGL	Alphabet Class A	2.56%	$122.24M	$3.35T	57.54%	80 Outperform
META	Meta Platforms	2.16%	$103.02M	$1.58T	7.48%	71 Outperform
GOOG	Alphabet Class C	2.06%	$98.32M	$3.35T	56.22%	86 Outperform
TSLA	Tesla	1.98%	$94.39M	$1.48T	55.63%	73 Outperform
BRK.B	Berkshire Hathaway B	1.42%	$67.71M	$1.05T	6.22%	66 Neutral

SCHK Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

32.04

Positive

100DMA

31.12

Positive

200DMA

29.35

Positive

Market Momentum

MACD

0.18

Positive

RSI

47.60

Neutral

STOCH

19.35

Positive

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 32.43, equal to the 50-day MA of 32.04, and equal to the 200-day MA of 29.35, indicating a neutral trend. The MACD of 0.18 indicates Positive momentum. The RSI at 47.60 is Neutral, neither overbought nor oversold. The STOCH value of 19.35 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SCHK.

SCHK Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
SCHK	―	―	$4.80B	0.03%	75 Outperform
DUHP	―	―	$9.96B	0.21%	75 Outperform
MGC	―	―	$9.08B	0.07%	76 Outperform
PRF	―	―	$8.29B	0.34%	72 Outperform
FTCS	―	―	$8.16B	0.52%	74 Outperform
QYLD	―	―	$8.09B	0.61%	79 Outperform

Performance Comparison

SCHK

Schwab 1000 Index ETF

32.26

3.79

13.31%

DUHP

Dimensional US High Profitability ETF

―

MGC

Vanguard Mega Cap ETF

―

PRF

Invesco FTSE RAFI US 1000 ETF

―

FTCS

First Trust Capital Strength ETF

―

QYLD

Global X NASDAQ 100 Covered Call ETF

―

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: ―

Table of Contents