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Upturn AI SWOT - About
Schwab 1000 ETF (SCHK)
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Upturn Advisory Summary
10/27/2025: SCHK (4-star) is a STRONG-BUY. BUY since 117 days. Simulated Profits (18.09%). 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 51.22% | Avg. Invested days 79 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/27/2025 |
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 of the 1,000 largest publicly traded companies in the U.S. It provides broad exposure to the U.S. equity market. The investment strategy emphasizes diversification across sectors and market capitalizations.
Reputation and Reliability
Schwab is a well-established and reputable financial services company with a long track record of providing investment products and services.
Management Expertise
Schwab Asset Management has a team of experienced investment professionals managing its ETF offerings.
Investment Objective
Goal
The fund seeks to track the investment results of an index composed of the 1,000 largest U.S. companies.
Investment Approach and Strategy
Strategy: The ETF aims to track the Schwab 1000 Index.
Composition The ETF primarily holds stocks of large and mid-cap U.S. companies.
Market Position
Market Share: The ETF has a notable market share within the broad market U.S. equity ETF category.
Total Net Assets (AUM): 5000000000
Competitors
Key Competitors
- IVV
- VTI
- SPY
Competitive Landscape
The ETF market is highly competitive, with several large players offering similar broad market exposure. SCHK benefits from Schwab's low-cost structure, which is a key advantage. However, it competes with larger, more liquid ETFs like SPY, IVV, and VTI, which may have tighter bid-ask spreads and higher trading volumes. SCHK offers similar exposure at a low expense ratio.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Performance data should be obtained from reliable financial data providers for different time periods.
Benchmark Comparison: The ETF's performance should closely track the Schwab 1000 Index. Any deviation should be analyzed to understand the tracking error.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity, which is sufficient for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the fund's efficient trading and low transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and overall market sentiment impact the performance of the ETF.
Growth Trajectory
The ETF's growth is tied to the overall performance of the U.S. equity market and flows into the fund. There have not been any changes to the strategy or holdings.
Moat and Competitive Advantages
Competitive Edge
SCHK's competitive edge stems from its exceptionally low expense ratio compared to other broad market ETFs. This cost advantage can lead to better long-term returns for investors. Furthermore, the fund's association with Schwab enhances its credibility and investor trust. It also simplifies account management for investors already using Schwab's brokerage services, providing a seamless investment experience. The fund's broad diversification across the U.S. equity market also reduces company-specific risk.
Risk Analysis
Volatility
The ETF's volatility will generally mirror the volatility of the broader U.S. equity market.
Market Risk
The ETF is subject to market risk, meaning the value of the underlying assets can fluctuate based on economic conditions, investor sentiment, and geopolitical events.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking broad exposure to the U.S. equity market, particularly the largest 1000 companies, at a very low cost.
Market Risk
The ETF is suitable for long-term investors and passive index followers.
Summary
The Schwab 1000 ETF (SCHK) provides broad exposure to the U.S. equity market through a market-cap-weighted index of the 1,000 largest U.S. companies. Its main advantage is its exceptionally low expense ratio. It is best suited for long-term investors seeking diversified exposure to the U.S. market at a low cost. The ETF's performance will closely track the Schwab 1000 Index.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- Morningstar
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investors should consult with a qualified financial advisor before making any investment decisions. Past performance is not indicative of future results. Market data is subject to change.
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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