SCHKSchwab 1000 ETF

Grow my money8y track recordRanked #91 of 2,969 in this goal

Tracks as closely as possible the total return of the Schwab 1000 Index.

By Schwab ETFs · Launched 2017

Annual Cost

0.03%

#191 of 5,573 · low cost

Fund Size

$5.7B

#412 of 5,573 · large

Return (1Y)Goal

+26.8%

Track Record

8 years

#1,624 of 5,573 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,587+25.9%

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

Large

Strategy

Index tracking

Index tracked

Schwab 1000 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 36.3% of fund✓ well diversified

NVIDIA Corp

6.8%

Apple Inc

6.5%

Microsoft Corp

5.7%

Amazon.com Inc

3.5%

Broadcom Inc

3.0%

Alphabet Inc

2.9%

Alphabet Inc

2.3%

Meta Platforms Inc

2.2%

Tesla Inc

1.9%

Berkshire Hathaway Inc

1.5%

Asset allocation

Stocks

100.0%

Cash

0.0%

By sector

Technology

38.0%

Financial Services

11.2%

Communication

10.1%

Consumer Cyclical

9.8%

Industrials

8.9%

Healthcare

8.4%

Consumer Defensive

4.3%

Energy

3.2%

Other

6.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.7%Moderate

Year-on-year price swings

Max drawdown

-34.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.11Strong risk-adjusted returns

Sortino (3Y)

1.62Good downside protection

Listing

Exchange: NYSE Arca

Full fund details

Objective: Tracks as closely as possible the total return of the Schwab 1000 Index.
Strategy: Invests primarily in stocks included in the Schwab 1000 Index, which measures the performance of the 1,000 largest publicly traded U.S. companies. The fund aims to replicate the index's performance by matching stock weights and may invest up to 10% in non-index securities.
Inception date: October 11, 2017
Fund family: Schwab ETFs