SCHKSchwab 1000 Index ETF
SCHK Fund Description
SCHK tracks a proprietary market-cap-weighted index that includes 1,000 of the largest US-listed stocks.
SCHK Factset Analytics Insight
SCHK provides core US large- and midcap stock exposure. 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 1,000 by market-cap. The portfolio is also weighted by market-cap. The index is reconstituted annually and rebalanced quarterly.
SCHK MSCI ESG Analytics Insight
Schwab 1000 Index ETF has an MSCI ESG Fund Rating of A based on a score of 6.05 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 42nd percentile within its peer group and in the 32nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SCHK MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
SCHK Summary Data
SCHK Portfolio Data
SCHK Index Data
SCHK Portfolio Management
SCHK Tax Exposures
SCHK Fund Structure
SCHK Factset Analytics Block Liquidity
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 Sector/Industry Breakdown
SCHK Economic Development
SCHK Performance Statistics
SCHK MSCI ESG Ratings
SCHK Benchmark Comparison Summary
SCHK Benchmark Comparison Market Cap Size