SCHK

Schwab 1000 Index ETF
*Unless otherwise stated, data provided by FactSet.

SCHK Fund Description

SCHK tracks a proprietary market-cap-weighted index that includes 1000 of the largest US-listed stocks.

SCHK Factset Analytics Insight

SCHK provides core US large- and midcap stock exposure very inexpensively. The ETF is based on the same methodology as the Schwab 1000 Index mutual fund, which opened in 1991. The underlying index screens all eligible US common stocks for minimum liquidity and trading requirements, then selects the top 1000 by market cap. The portfolio is also weighted by market cap. The methodology is very similar (though not identical) to the Russell 1000, placing SCHK in close competition with the funds tracking that index: BlackRock’s IWB and Vanguard’s VONE. SCHK undercuts both on expense ratio, placing it among the cheapest ETFs on the market.

SCHK MSCI ESG Analytics Insight

Schwab 1000 Index ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.50 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Schwab 1000 Index ETF ranks in the 50th percentile within its peer group and in the 43th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

SCHK Charts And Performance

Price Chart ($)
Total Return Chart (%)
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Select ETFs to compare their performance:
PERFORMANCE [as of 04/08/20] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
SCHK -8.27% -15.92% -15.22% -4.45% -- -- --
SCHK (NAV) -8.11% -15.78% -15.17% -4.29% -- -- --
Schwab 1000 Index -- -- -- -- -- -- --
MSCI USA Large Cap Index -6.80% -14.12% -13.36% -1.48% 8.24% 8.48% 11.28%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

SCHK Summary Data

Schwab
10/11/17
Open-Ended Fund
0.05%
$845.56M
$12.20M
0.08%

SCHK Portfolio Data

$271.52B
23.40
3.32
2.26%
03/25/20
1002

SCHK Index Data

Schwab 1000 Index
Market Cap
Market Cap
MSCI USA Large Cap Index

SCHK Portfolio Management

0.05%
--
--
--

SCHK Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

SCHK Fund Structure

Open-Ended Fund
No
Yes
100% / 0%
N/A
N/A
Low
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

SCHK Factset Analytics Block Liquidity

As of 04/09/20
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of SCHK. SCHK is rated a 5 out of 5.

SCHK Tradability

458,264
$12.20M
412,628
$11.44M
0.08%
$0.02
0.02%
2.42% / -0.45%
None
100.00%
50,000
8.25
0.04%
0.00%
0
$26.66
5

SCHK Sector/Industry Breakdown


SCHK
Segment Benchmark
29.06%
31.53%
16.21%
14.17%
13.66%
14.16%
13.04%
12.77%
9.93%
8.89%
6.66%
7.47%
3.44%
3.09%
3.32%
3.56%
2.47%
1.90%
2.03%
2.36%

SCHK Top 10 Holdings[View All]

Apple Inc. 4.43%
22.81%

SCHK Countries


SCHK
Segment Benchmark
100.00%
100.00%

SCHK Regions


SCHK
Segment Benchmark
100.00%
100.00%

SCHK Economic Development


SCHK
Segment Benchmark
100.00%
100.00%

SCHK Performance Statistics

1.00
1.01
0.99
1.02
0.10%
MSCI USA Large Cap Index

SCHK MSCI ESG Ratings

5.50 / 10
42.88
49.85
10.66%
5.54%
169.25

SCHK Benchmark Comparison Holdings

1002
295
294
80.72%

SCHK Benchmark Comparison Summary


SCHK
Segment Benchmark
1002
295
$271.52B
$331.71B
23.40
22.81
3.32
3.58
1.83%
1.90%
Low
Low

SCHK Benchmark Comparison Market Cap Size


SCHK
Segment Benchmark
87.93%
99.71%
12.02%
0.29%
0.05%
0.00%
0.00%
0.00%