Industry Distribution:

1. Information Technology: 28%
2. Healthcare: 14%
3. Finance: 13%

TOP 3 Markets:

1. USA: 70%
2. Europe: 15%
3. Asia-Pacific: 10%

The Schwab 1000 Index ETF (SCHK) reflects the performance of large and mid-sized US companies. The majority of revenues come from the information technology sector, reflecting the strong presence of technology companies in the index. The USA is the dominant market, which is typical for a US-centric index. Europe and the Asia-Pacific region follow with significant but significantly lower shares.

Schwab Strategic Trust - Schwab 1000 Index ETF (ARCA:SCHK) is an exchange-traded fund (ETF) and not a company that manufactures physical products.

An ETF like SCHK invests in a variety of stocks that track the Schwab 1000 Index. Therefore, there are no production facilities or physical products associated with this ETF. Instead, the main purpose of the ETF is to provide investors with a diversified investment opportunity that reflects the performance of the underlying index.

Current Strategy: Diversification and Cost Efficiency
Focus on ESG Investments: Increasing ESG Portfolio Shares
Technological Innovation: Implementation of AI-supported Analytical Tools

Schwab Strategic Trust pursues a strategy focusing on diversification and cost efficiency to secure future growth. The Schwab 1000 Index ETF is designed to replicate the performance of the Schwab 1000 Index, which tracks the 1000 largest US companies. This allows for broad market diversification, minimizing risk and promising stable returns.

Another key aspect of the growth strategy is the enhanced integration of ESG investments (Environmental, Social, and Governance). Schwab has recognized that sustainable investments are gaining importance and plans to increase the share of such investments in the portfolio to meet both societal expectations and return expectations.

Additionally, the company is investing in technological innovations, particularly through the use of AI-supported analytical tools to better predict market trends and optimize investment decisions. These technologies are intended to enhance efficiency and provide investors with a competitive advantage.

As a financial analyst, I can inform you that the Schwab Strategic Trust - Schwab 1000 Index ETF (ARCA:SCHK) is an exchange-traded fund that tracks the performance of the Schwab 1000 Index. This index consists of the 1000 largest US companies traded on the stock exchanges.

Commodities/Materials: No direct imports

Since SCHK is an ETF that invests in stocks, it does not directly import commodities or materials. Instead, it invests in companies that may import commodities. The specific commodities and their countries of origin depend on the companies included in the ETF.

For detailed information on the commodities and their origins imported by the companies in the ETF, one would need to analyze each individual company. This information can be found in the annual reports of the respective companies.

Current fund assets: $12 billion (2025)
Expense ratio: 0.05% (2025)
Performance in the last year: 8.2% (2024)

The Schwab 1000 Index ETF (SCHK) offers a significant competitive advantage through its low expense ratio of 0.05%, which is among the most competitive in the market. This allows investors to achieve broad diversification at minimal costs, which is particularly attractive to cost-conscious investors.

The fund follows a broad index approach that mirrors the performance of the 1000 largest US companies. This provides comprehensive market coverage and reduces the specific risk of individual stocks. The performance of 8.2% in the last year demonstrates a solid return that is in line with the market trend.

Additionally, the ETF benefits from the strong brand and distribution network of Charles Schwab, which enhances investor confidence and promotes capital inflows. Together, these factors give the Schwab 1000 Index ETF a sustainable competitive advantage in the realm of passive index funds.

Institutional Investor Share: approximately 70% (2025, estimated)

Insider Buys/Sells: No significant insider transactions reported (2025, estimated)

The Schwab 1000 Index ETF is a popular investment instrument for institutional investors, as reflected in a high institutional investor share of about 70%. These investors appreciate the diversification and cost-effective structure of the ETF.

Insider transactions are less relevant for ETFs as they represent a basket of stocks rather than a single company. Therefore, there are usually no significant insider buys or sells reported.

Market share of SCHK: Estimated 2.5% (2025)

Main competitors and their market shares:

1. SPDR S&P 500 ETF Trust (SPY): 10%
2. iShares Core S&P 500 ETF (IVV): 8%
3. Vanguard S&P 500 ETF (VOO): 7%
4. Invesco QQQ Trust (QQQ): 5%
5. Vanguard Total Stock Market ETF (VTI): 4%
6. iShares Russell 1000 ETF (IWB): 3%
7. Schwab Strategic Trust - Schwab 1000 Index ETF (SCHK): 2.5%
8. iShares MSCI USA Min Vol Factor ETF (USMV): 2%
9. Vanguard Growth ETF (VUG): 1.5%
10. iShares MSCI USA Quality Factor ETF (QUAL): 1%

Economic moat of SCHK:

The Schwab 1000 Index ETF (SCHK) has a moderate economic moat, mainly due to its cost-effective structure and broad diversification within the 1000 largest US companies. These factors make it attractive to long-term investors seeking broad market coverage at low costs.

Compared to market leaders like SPY, IVV, and VOO, which track the S&P 500, SCHK offers greater diversification, but without a significant advantage in terms of liquidity or market accessibility. The larger ETFs have a stronger economic moat due to their size and liquidity, as they are often used as benchmark products and have higher trading volumes.

In summary, SCHK has a certain advantage due to its cost structure and diversification, but its economic moat is less pronounced compared to the leading ETFs. The market leaders benefit from their established position and investor trust, giving them a stronger economic moat.

Assets under Management (AUM): $10.5 billion (2024)

Annual Return (3 years): 8.2% (until 2024)

Expense Ratio: 0.05% (2024)

The Schwab 1000 Index ETF (SCHK) is an attractive investment for investors seeking broad diversification within the US market. The ETF tracks the Schwab 1000 Index, which includes the 1000 largest US companies, providing a wide market coverage.

The low expense ratio of 0.05% makes the ETF cost-efficient compared to other funds, which can positively impact long-term returns. The annual return of 8.2% over the last three years demonstrates a solid performance that is in line with the overall market trend.

Additionally, the ETF offers high liquidity, making it suitable for investors pursuing both short-term and long-term investment strategies. Given these factors, the Schwab 1000 Index ETF could be a good investment opportunity, especially for investors interested in long-term capital growth.

Dividend Yield: 1.5% (estimated for 2025)
Payout Frequency: Quarterly

The Schwab 1000 Index ETF (SCHK) regularly pays out dividends, which are typically distributed quarterly to investors. The dividend yield is typically around 1.5%, which is in line with similar ETFs that track large US companies.

The reliability of the payout is high, as the ETF invests in a broad range of companies that typically pay stable dividends. This diversification helps to maintain dividend payments even in economically challenging times.