Symbols

SCHK

Schwab 1000 Index ETF·ARCA

--(--)

Key Stats

Assets Under Management

4.90BUSD

Fund Flows (1Y)

198.47MUSD

Dividend Yield

1.33%

Discount/Premium to NAV

0.06%

Shares Outstanding

148.10M

Expense Ratio

0.03%

About Schwab 1000 Index ETF

Issuer

Charles Schwab Investment Management, Inc.

Brand

Schwab

Home Page

https://www.schwabassetmanagement.com/products/schk

Inception Date

Oct 11, 2017

Structure

Open-Ended Fund

Index Tracked

Schwab 1000 Index

Management Style

Passive

Dividend Treatment

Distributes

Distribution Tax Treatment

Qualified dividends

Income Tax Type

Capital Gains

Max ST Capital Gains Rate

39.60%

Max LT Capital Gains Rate

20.00%

Primary Advisor

Charles Schwab Investment Management, Inc.

Distributor

SEI Investments Distribution Co.

SCHK provides core US large- and midcap stock exposure. The ETF is based on the same methodology as the Schwab 1000 Index mutual fund, which opened in 1991. The underlying index screens all eligible US common stocks for minimum liquidity and trading requirements, then selects the top 1,000 by market-cap. The portfolio is also weighted by market-cap. The index is reconstituted annually and rebalanced quarterly.