Schwab 1000 Etf Profile
| SCHK Etf | USD 29.22 0.16 0.55% |
Performance17 of 100
| Odds Of DistressLess than 9
|
Schwab 1000 is selling for 29.22 as of the 30th of November 2024. This is a 0.55 percent increase since the beginning of the trading day. The etf's last reported lowest price was 29.12. Schwab 1000 has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. Equity ratings for Schwab 1000 ETF are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
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 . Schwab 1000 is traded on NYSEARCA Exchange in the United States.. More on Schwab 1000 ETF
Moving together with Schwab Etf
Schwab Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Size And Style ETFs, Large Cap ETFs, Large Blend, Schwab ETFs (View all Sectors) |
| Issuer | Charles Schwab |
| Inception Date | 2017-10-11 |
| Benchmark | Schwab 1000 Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 4.05 Billion |
| Average Trading Valume | 405,761 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Charles Schwab Investment Management, Inc. |
| Advisor | Charles Schwab Investment Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | SEI Investments Distribution Co. |
| Portfolio Manager | Christopher Bliss, Ferian Juwono, Sabya Sinha |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Dec |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 1,020 |
| Market Maker | Jane Street |
| Total Expense | 0.05 |
| Management Fee | 0.05 |
| Country Name | USA |
| Returns Y T D | 27.36 |
| Name | Schwab 1000 ETF |
| Currency Code | USD |
| Open Figi | BBG00HXSKXB7 |
| In Threey Volatility | 17.42 |
| 1y Volatility | 11.73 |
| 200 Day M A | 26.3734 |
| 50 Day M A | 28.0752 |
| Code | SCHK |
| Updated At | 29th of November 2024 |
| Currency Name | US Dollar |
Schwab 1000 ETF [SCHK] is traded in USA and was established 2017-10-11. The fund is listed under Large Blend category and is part of Schwab ETFs family. The entity is thematically classified as Size And Style ETFs. Schwab 1000 ETF at this time have 2.08 B in assets. , while the total return for the last 3 years was 10.2%.
Check Schwab 1000 Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Schwab Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Schwab Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Schwab 1000 ETF Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Schwab 1000 ETF Etf Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology | |
| NVDA | NVIDIA | Stock | Information Technology |
Schwab 1000 Top Holders
| OCIO | ClearShares OCIO ETF | Etf | Moderate Allocation |
Schwab 1000 ETF Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Schwab 1000. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.1376 | |||
| Jensen Alpha | 0.0201 | |||
| Total Risk Alpha | (0.000025) | |||
| Sortino Ratio | 0.0011 |
Schwab 1000 Against Markets
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab 1000 ETF. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in rate. You can also try the Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.
The market value of Schwab 1000 ETF is measured differently than its book value, which is the value of Schwab that is recorded on the company's balance sheet. Investors also form their own opinion of Schwab 1000's value that differs from its market value or its book value, called intrinsic value, which is Schwab 1000's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Schwab 1000's market value can be influenced by many factors that don't directly affect Schwab 1000's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Schwab 1000's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab 1000 is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab 1000's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.