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 29.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 6.22 | 205.0 Mil | Technology |
Apple Inc | 5.31 | 175.2 Mil | Technology |
NVIDIA Corp | 4.59 | 151.2 Mil | Technology |
Amazon.com Inc | 3.44 | 113.3 Mil | Consumer Cyclical |
Alphabet Inc Class A | 2.06 | 68.0 Mil | Communication Services |
Meta Platforms Inc Class A | 2.03 | 67.1 Mil | Communication Services |
Alphabet Inc Class C | 1.75 | 57.6 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 1.55 | 51.2 Mil | Financial Services |
Eli Lilly and Co | 1.34 | 44.1 Mil | Healthcare |
Broadcom Inc | 1.23 | 40.5 Mil | Technology |