The portfolio maintains a 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 30.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 6.40 | 223.1 Mil | Technology |
Apple Inc | 5.61 | 195.4 Mil | Technology |
NVIDIA Corp | 4.76 | 165.9 Mil | Technology |
Amazon.com Inc | 3.46 | 120.6 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.16 | 75.2 Mil | Communication Services |
Alphabet Inc Class A | 2.07 | 72.1 Mil | Communication Services |
Alphabet Inc Class C | 1.75 | 60.9 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 1.53 | 53.3 Mil | Financial Services |
Broadcom Inc | 1.29 | 44.8 Mil | Technology |
Eli Lilly and Co | 1.28 | 44.5 Mil | Healthcare |