Schwab 1000 Index ETF (SCHK)
SCHK is a passive ETF by Charles Schwab tracking the investment results of the Schwab 1000 Index. SCHK launched on Oct 11, 2017 and has a 0.05% expense ratio.
ETF Info
| ISIN | US8085247224 |
|---|---|
| CUSIP | 808524722 |
| Issuer | Charles Schwab |
| Inception Date | Oct 11, 2017 |
| Region | North America (U.S.) |
| Category | Large Cap Growth Equities |
| Index Tracked | Schwab 1000 Index |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
The Schwab 1000 Index ETF has an expense ratio of 0.05% which is considered to be low.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: SCHK vs. SCHB, SCHK vs. VOO, SCHK vs. VTI, SCHK vs. SCHG, SCHK vs. SCHX, SCHK vs. FNDX, SCHK vs. VONG, SCHK vs. BBUS, SCHK vs. SCHD, SCHK vs. QQQ
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Schwab 1000 Index ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Schwab 1000 Index ETF had a return of 6.38% year-to-date (YTD) and 26.76% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 6.38% | 6.33% |
| 1 month | -2.88% | -2.81% |
| 6 months | 22.44% | 21.13% |
| 1 year | 26.76% | 24.56% |
| 5 years (annualized) | 12.91% | 11.55% |
| 10 years (annualized) | N/A | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.32% | 5.44% | 3.28% | |||||||||
| 2023 | -4.70% | -2.57% | 9.42% | 5.05% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Schwab 1000 Index ETF(SCHK)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Schwab 1000 Index ETF (SCHK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Schwab 1000 Index ETF granted a 1.32% dividend yield in the last twelve months. The annual payout for that period amounted to $0.65 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.65 | $0.64 | $0.58 | $0.54 | $0.59 | $0.58 | $0.45 | $0.08 |
Dividend yield | 1.32% | 1.38% | 1.57% | 1.17% | 1.58% | 1.82% | 1.82% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.15 | |||||||||
| 2023 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.19 |
| 2022 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.17 |
| 2021 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.17 |
| 2020 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.15 |
| 2019 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.19 |
| 2018 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 |
| 2017 | $0.08 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 3.59%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.8% | Feb 20, 2020 | 23 | Mar 23, 2020 | 97 | Aug 10, 2020 | 120 |
| -25.44% | Dec 28, 2021 | 200 | Oct 12, 2022 | 295 | Dec 14, 2023 | 495 |
| -19.63% | Sep 21, 2018 | 65 | Dec 24, 2018 | 75 | Apr 12, 2019 | 140 |
| -9.84% | Jan 29, 2018 | 9 | Feb 8, 2018 | 115 | Jul 25, 2018 | 124 |
| -9.33% | Sep 3, 2020 | 14 | Sep 23, 2020 | 35 | Nov 11, 2020 | 49 |
Volatility
Volatility Chart
The current Schwab 1000 Index ETF volatility is 3.66%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.