- ISIN
- US8085247224
- CUSIP
- 808524722
- Issuer
- Charles Schwab
- Inception Date
- Oct 11, 2017
- Region
- North America (U.S.)
- Category
- Large Cap Blend Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- Schwab 1000 Index
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $6B
Share Price Chart
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Performance
SCHK Performance Chart
Schwab 1000 Index ETF (SCHK) is up 10.1% since the beginning of the year. SCHK is currently trading at $36 per share. Investors who bought $1,000 worth of SCHK shares 5 years ago would now be looking at an investment worth $1,825.
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Returns By Period
Schwab 1000 Index ETF (SCHK) has returned 10.10% so far this year and 26.58% over the past 12 months.
Schwab 1000 Index ETF
- 1D
- -0.33%
- 1M
- 0.47%
- YTD
- 10.10%
- 6M
- 9.43%
- 1Y
- 26.58%
- 3Y*
- 21.32%
- 5Y*
- 12.78%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
SCHK Monthly Returns History
Based on dividend-adjusted daily data since Oct 11, 2017, SCHK's average daily return is +0.06%, while the average monthly return is +1.25%. At this rate, an investment would double in approximately 4.6 years.
Historically, 68% of months were positive and 32% were negative. The best month was Apr 2020 with a return of +13.0%, while the worst month was Mar 2020 at -13.2%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.
On a daily basis, SCHK closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +9.8%, while the worst single day was Mar 16, 2020 at -10.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.40% | -0.57% | -4.99% | 10.41% | 5.23% | -1.07% | 10.10% | ||||||
| 2025 | 2.97% | -1.72% | -5.76% | -0.74% | 6.47% | 5.12% | 2.31% | 2.16% | 3.34% | 2.27% | 0.12% | 0.03% | 17.23% |
| 2024 | 1.32% | 5.44% | 3.28% | -4.26% | 4.72% | 3.34% | 1.47% | 2.26% | 2.13% | -0.71% | 6.45% | -2.80% | 24.48% |
| 2023 | 6.66% | -2.31% | 3.17% | 1.14% | 0.60% | 6.72% | 3.46% | -1.76% | -4.70% | -2.57% | 9.42% | 5.05% | 26.63% |
| 2022 | -5.90% | -2.65% | 3.47% | -9.08% | -0.20% | -8.37% | 9.27% | -3.82% | -9.33% | 8.12% | 5.37% | -5.92% | -19.51% |
| 2021 | -0.86% | 2.91% | 3.63% | 5.33% | 0.39% | 2.66% | 2.09% | 2.87% | -4.61% | 6.90% | -1.16% | 3.87% | 26.17% |
Benchmark Metrics
Schwab 1000 Index ETF has an annualized alpha of 1.34%, beta of 1.00, and R2 of 0.99 versus S&P 500 Index. Calculated based on daily prices since October 11, 2017.
- This ETF captured 104.46% of S&P 500 Index gains but only 99.06% of its losses - a favorable profile for investors.
- With beta of 1.00 and R2 of 0.99, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.34%
- Beta
- 1.00
- R²
- 0.99
- Upside Capture
- 104.46%
- Downside Capture
- 99.06%
Expense Ratio
SCHK has an expense ratio of 0.03%, which is considered low.
Return for Risk
Risk / Return Rank
SCHK ranks 66 for risk / return — better than 66% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Schwab 1000 Index ETF (SCHK) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SCHK | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.07 | ||
| Sortino ratioReturn per unit of downside risk | +0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.37 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.98 | 2.78 | +0.19 |
| Martin ratioReturn relative to average drawdown | 13.32 | 12.44 | +0.89 |
Dividends
Dividend History
Schwab 1000 Index ETF provided a 1.01% dividend yield over the last twelve months, with an annual payout of $0.37 per share. The fund has been increasing its distributions for 4 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.37 | $0.36 | $0.34 | $0.32 | $0.29 | $0.27 | $0.29 | $0.29 | $0.22 | $0.04 |
Dividend yield | 1.01% | 1.09% | 1.20% | 1.38% | 1.57% | 1.17% | 1.58% | 1.82% | 1.80% | 0.31% |
Monthly Dividends
The table displays the monthly dividend distributions for Schwab 1000 Index ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.00 | $0.09 | ||||||
| 2025 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.36 |
| 2024 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.10 | $0.34 |
| 2023 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.32 |
| 2022 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.09 | $0.29 |
| 2021 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.09 | $0.27 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Schwab 1000 Index ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Schwab 1000 Index ETF was 34.80%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The current Schwab 1000 Index ETF drawdown is 1.59%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -34.80%Mar 2020 | 1mo 2d | 4mo 20d | 5mo 22dFeb 2020 - Aug 2020 |
Bear market2022 | -25.44%Oct 2022 | 9mo 18d | 1y 2mo | 1y 11moDec 2021 - Dec 2023 |
Rate-hike selloffLate 2018 | -19.63%Dec 2018 | 3mo 4d | 3mo 19d | 6mo 23dSep 2018 - Apr 2019 |
2025 selloff2025 | -19.21%Apr 2025 | 1mo 17d | 2mo 19d | 4mo 6dFeb 2025 - Jun 2025 |
2018 pullback2018 | -9.83%Feb 2018 | 10d | 5mo 17d | 5mo 27dJan 2018 - Jul 2018 |
Drawdown Indicators
| SCHK | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.80% | -56.78% | +21.98% |
Max Drawdown (1Y)Largest decline over 1 year | -8.97% | -9.10% | +0.13% |
Max Drawdown (3Y)Largest decline over 3 years | -19.21% | -18.90% | -0.31% |
Max Drawdown (5Y)Largest decline over 5 years | -25.44% | -25.43% | -0.01% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -1.59% | -1.80% | +0.21% |
Average DrawdownAverage peak-to-trough decline | -5.16% | -10.71% | +5.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 2.03% | -0.03% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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