SCHKSchwab 1000 ETF

Grow my money8y track recordRanked #90 of 3,055 in this goal

Tracks the total return of the Schwab 1000 Index.

By Schwab ETFs · Launched 2017

Annual Cost

0.03%

#41 of 6,040 · low cost

Fund Size

$5.9B

#426 of 6,040 · large

Return (1Y)

+16.5%

Track Record

8 years

#1,607 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,500+15.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Index tracking

Focus

Broad Market

Index tracked

Schwab 1000 Index

Holdings

By weight

Concentration

Top 10 holdings = 33.4% of funddiversified

NVIDIA Corp

6.7%

Apple Inc

6.1%

Microsoft Corp

4.6%

Amazon.com Inc

3.2%

Alphabet Inc

2.8%

Broadcom Inc

2.4%

Alphabet Inc

2.3%

Meta Platforms Inc

2.2%

Tesla Inc

1.8%

Berkshire Hathaway Inc

1.4%

Asset allocation

Stocks

100.0%

Cash

0.1%

By sector

Technology

37.4%

Financial Services

12.3%

Healthcare

9.5%

Consumer Cyclical

9.4%

Communication

9.1%

Industrials

8.6%

Consumer Defensive

4.3%

Energy

3.5%

Other

6.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

13.2%Moderate

Year-on-year price swings

Max drawdown

-34.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.07Strong risk-adjusted returns

Sortino (3Y)

1.57Good downside protection

Listing

Exchange: NYSE Arca

Full fund details

Objective: Tracks the total return of the Schwab 1000 Index.
Strategy: Invests primarily in U.S. stocks included in the Schwab 1000 Index, replicating the index's performance by matching stock weights. Focuses on the largest and mid-cap U.S. stocks, with a policy to invest at least 90% of net assets in index stocks.
Inception date: October 11, 2017
Fund family: Schwab ETFs