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Schwab 1000 ETF(SCHK)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
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Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SCHK
11/12/2026: SCHK (5-star) is currently NOT-A-BUY. Pass it for now.
The Schwab 1000 ETF (SCHK) provides cost-effective, broad exposure to 1,000 of the largest U.S. companies, capturing the majority of the domestic equity market. Its primary strengths are its ultra-low expense ratio, solid issuer reputation, and high liquidity, making it an excellent core holding for long-term investors. While it offers excellent diversification compared to narrow-sector funds, it remains fully exposed to systemic U.S. market risks and economic cycles. Investors should monitor market valuations and use this fund as a foundational building block for a diversified portfolio. It is best suited for those who prefer a passive strategy and a 'set-it-and-forget-it' approach to wealth accumulation.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | It provides comprehensive exposure to the largest, growth-oriented companies in the U.S. |
| Momentum investor | Mixed fit | While it captures market trends, it is a broad index and not specifically designed to overweight high-momentum stocks. |
| Value investor | Mixed fit | It includes value stocks but is market-cap weighted rather than fundamentally weighted for value. |
| Dividend/Income investor | Mixed fit | It provides broad market dividends but lacks a targeted focus on high-yield income stocks. |
| Low-risk investor | Mixed fit | It is subject to overall market volatility, though it is more diversified than a single-sector fund. |
Investor Profile
Ideal Investor Profile
The ideal investor for SCHK is a long-term, cost-conscious investor seeking a core foundation for a U.S. equity portfolio.
Suitability
It is best suited for passive index followers and long-term buy-and-hold investors.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | As an equity-focused fund, it fluctuates significantly with general market conditions. |
| Market risk | High | The entire portfolio is susceptible to systematic risks affecting the U.S. economy. |
| Concentration | Medium | While holding 1,000 stocks, it is still market-cap weighted and tilted toward large-cap companies. |
| Tracking/expense | Low | The fund has a very low expense ratio and minimal tracking error. |
| Liquidity | Low | Its high trading volume makes liquidity risk negligible for retail investors. |
| Business/sector quality | Medium | The fund covers a wide array of sectors, reducing specific business-quality risk. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
SCHK tracks the broad U.S. market and exhibits volatility consistent with the S&P 500 and total market indices.
Market Risk
The fund is fully exposed to U.S. equity market risk, meaning it will decline during periods of negative economic growth or market-wide sell-offs.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Stocks | 85 | These holdings provide exposure to the largest companies driving the bulk of U.S. market returns. |
| Market capitalization | U.S. Mid-Cap Stocks | 14.5 | This component adds diversification beyond the largest firms to include mid-sized growth opportunities. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Minimal cash is held to manage daily liquidity and fund creations/redemptions. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 40.98% | Avg. Invested days 72 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/12/2026 |
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