The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
Schwab 1000 ETF SCHK
Morningstar’s Analysis SCHK
Will SCHK outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 31.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 6.31 | 218.7 Mil | Technology |
NVIDIA Corp | 5.83 | 202.1 Mil | Technology |
Apple Inc | 5.79 | 200.4 Mil | Technology |
Amazon.com Inc | 3.35 | 116.0 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.16 | 74.8 Mil | Communication Services |
Alphabet Inc Class A | 2.10 | 72.6 Mil | Communication Services |
Alphabet Inc Class C | 1.77 | 61.2 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 1.55 | 53.7 Mil | Financial Services |
Eli Lilly and Co | 1.36 | 47.2 Mil | Healthcare |
JPMorgan Chase & Co | 1.20 | 41.5 Mil | Financial Services |