Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Schwab 1000 ETF (SCHK)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: SCHK (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 4.35% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 709969 | Beta 1.02 | 52 Weeks Range 23.49 - 29.56 | Updated Date 04/1/2025 |
52 Weeks Range 23.49 - 29.56 | Updated Date 04/1/2025 |
Upturn AI SWOT
Schwab 1000 ETF
ETF Overview
Overview
The Schwab 1000 ETF (SCHK) seeks to track the total return of the Schwab 1000 Index, a broad market-cap weighted index representing the largest 1000 companies in the US equity market. It offers diversified exposure to a large segment of the US stock market, aiming for long-term capital appreciation.
Reputation and Reliability
Charles Schwab Investment Management has a strong reputation for providing low-cost and efficient ETFs. They are a well-established and reliable issuer.
Management Expertise
Schwab's management team has considerable experience in index tracking and ETF management, ensuring efficient portfolio management.
Investment Objective
Goal
The primary goal of SCHK is to closely track the investment results of the Schwab 1000 Index.
Investment Approach and Strategy
Strategy: SCHK employs a passive management strategy, aiming to replicate the performance of the Schwab 1000 Index.
Composition The ETF holds stocks of the 1000 largest publicly traded companies in the United States, weighted by market capitalization.
Market Position
Market Share: SCHK holds a moderate market share within the broad market ETF category.
Total Net Assets (AUM): 4570000000
Competitors
Key Competitors
- IVV
- VTI
- SPY
Competitive Landscape
The broad market ETF industry is highly competitive, with several large players. SCHK offers a similar investment strategy to its competitors but differentiates itself with its specific index and low expense ratio. The advantages include a comprehensive representation of the US equity market and a low expense ratio, while disadvantages might include less trading volume compared to larger ETFs like SPY or IVV.
Financial Performance
Historical Performance: Historical performance can be represented through annual returns, for example: [2023: 26.26, 2022: -18.86, 2021: 28.69, 2020: 18.34, 2019: 31.21] (These are example returns and should be replaced with actual data).
Benchmark Comparison: The ETF's performance closely mirrors the Schwab 1000 Index, with minimal tracking error.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
SCHK has a decent average trading volume, allowing for relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting good liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and geopolitical events can significantly impact the performance of SCHK due to its broad exposure to the US equity market.
Growth Trajectory
SCHK's growth trajectory is tied to the overall performance of the US economy and stock market. There have been no significant changes to the strategy or holdings.
Moat and Competitive Advantages
Competitive Edge
SCHK's competitive advantage lies in its low expense ratio and comprehensive representation of the US equity market. Its market-cap weighting ensures diversification, and Schwab's reputation provides investor confidence. The ETF's focus on the largest 1000 companies offers a balance between broad market exposure and concentration in established firms. This combination attracts investors seeking low-cost, diversified US equity exposure. It efficiently tracks a broad market index, offering a cost-effective solution.
Risk Analysis
Volatility
SCHK's volatility is similar to that of the broader US equity market.
Market Risk
SCHK is subject to market risk, meaning its value can decline due to overall market downturns or economic recessions.
Investor Profile
Ideal Investor Profile
The ideal investor for SCHK is one seeking broad exposure to the US equity market at a low cost. This includes long-term investors looking for diversified growth.
Market Risk
SCHK is best suited for long-term investors and passive index followers.
Summary
The Schwab 1000 ETF (SCHK) offers a low-cost and diversified approach to investing in the US equity market. It tracks the Schwab 1000 Index, providing exposure to the largest 1000 companies in the United States. With a low expense ratio and efficient tracking, SCHK is suitable for long-term investors seeking broad market exposure. While its trading volume is lower than some of the larger ETFs, its liquidity remains adequate for most investors. Overall, SCHK presents a compelling option for those looking to passively invest in a diversified portfolio of US stocks.
Similar Companies
- IVV
- VTI
- ITOT
- VV
- SCHX
Sources and Disclaimers
Data Sources:
- Schwab Asset Management website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market data can fluctuate. Consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Schwab 1000 ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The Schwab 1000 Index is a float-adjusted market capitalization weighted index that includes the 1,000 largest stocks of publicly traded companies in the United States, with size being determined by market capitalization (total market value of all shares outstanding). It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets (including, for this purpose, any borrowings for investment purposes) in stocks included in the index.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.