Morningstar

Schwab 1000 ETF SCHK

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis SCHK

Will SCHK outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCHK’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCHK management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SCHK’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Schwab 1000 ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SCHK

More SCHK Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.15 409M
Technology

Apple Inc

7.11 406M
Technology

Microsoft Corp

5.45 312M
Technology

Amazon.com Inc

3.42 195M
Consumer Cyclical

Alphabet Inc Class A

2.63 150M
Communication Services

Broadcom Inc

2.15 123M
Technology

Alphabet Inc Class C

2.11 121M
Communication Services

Meta Platforms Inc Class A

1.99 114M
Communication Services

Tesla Inc

1.47 84M
Consumer Cyclical

Eli Lilly and Co

1.43 82M
Healthcare

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