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Upturn AI SWOT - About
Schwab 1000 ETF (SCHK)
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Upturn Advisory Summary
08/29/2025: SCHK (4-star) is a STRONG-BUY. BUY since 77 days. Profits (11.12%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 42.8% | Avg. Invested days 72 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.02 | 52 Weeks Range 23.11 - 29.75 | Updated Date 06/29/2025 |
52 Weeks Range 23.11 - 29.75 | Updated Date 06/29/2025 |
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 performance of approximately 1,000 of the largest U.S. companies. It offers diversified exposure to the U.S. equity market.
Reputation and Reliability
Charles Schwab Investment Management is a well-respected and established investment firm with a long track record of providing low-cost investment solutions.
Management Expertise
The management team is experienced in managing passive index funds and ETFs.
Investment Objective
Goal
To track the total return of the Schwab 1000 Index.
Investment Approach and Strategy
Strategy: Tracks the Schwab 1000 Index, which is market-cap weighted.
Composition Primarily holds stocks of large- and mid-cap U.S. companies.
Market Position
Market Share: SCHK's market share is considerable within the total U.S. equity ETF market.
Total Net Assets (AUM): 4800000000
Competitors
Key Competitors
- IVV
- ITOT
- VTI
Competitive Landscape
The ETF market is highly competitive. SCHK competes with other broad market ETFs, offering a similar investment strategy but with a slightly different index composition. SCHK's low expense ratio gives it a competitive edge.
Financial Performance
Historical Performance: Historical performance mirrors the performance of the Schwab 1000 Index. Data will vary based on the time-frame observed.
Benchmark Comparison: The ETF's performance closely tracks the Schwab 1000 Index.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
SCHK has good liquidity, generally trading with a high volume of shares daily.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting the ETF's high liquidity.
Market Dynamics
Market Environment Factors
Performance is influenced by the overall health of the U.S. economy, interest rates, and sector-specific factors affecting the companies within the index.
Growth Trajectory
Growth is tied to the overall growth of the U.S. equity market.
Moat and Competitive Advantages
Competitive Edge
SCHKu2019s primary advantage is its low expense ratio, making it an attractive option for cost-conscious investors seeking broad market exposure. The ETF tracks the Schwab 1000 Index, which provides diversified exposure to a large segment of the U.S. equity market. This provides comprehensive representation of the U.S. economy through market cap weighted stocks. The ETFu2019s high liquidity facilitates efficient trading and execution. Schwab's reputation and reliability further bolster investor confidence in the fund.
Risk Analysis
Volatility
Volatility is similar to that of the broader U.S. equity market.
Market Risk
Susceptible to market risk, including economic downturns, geopolitical events, and changes in investor sentiment that can impact the value of the underlying stocks.
Investor Profile
Ideal Investor Profile
Suitable for long-term investors seeking broad exposure to the U.S. equity market, especially those who prioritize low costs.
Market Risk
Best for long-term investors and passive index followers.
Summary
The Schwab 1000 ETF (SCHK) provides broad U.S. equity market exposure at a very low cost, tracking the Schwab 1000 Index. Its diversification and low expense ratio make it an attractive option for long-term investors. The ETF offers efficient access to a large segment of the U.S. economy. Investors should be aware of market risks associated with equity investments. Overall, SCHK serves as a strong core holding for a well-diversified portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- FactSet
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions can change rapidly, and investments may lose value.
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.
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