Investment Policy. The Fund seeks to match the price and dividend performance ( total return) of the Schwab 1000 Index, an index created by Schwab to Index Construction The Schwab 1000 Index® is constructed on a bottom-up basis, ranking all eligible U.S. common stocks from largest to smallest based on full float market capitalization. A stock must be an operating company or REIT. The index is then comprised of the top 1,000 stocks as measured by full float market capitalization. The Schwab 1000 Index is a float-adjusted market capitalization weighted index that includes the 1,000 largest stocks of publicly traded companies in the United States, with size being determined by market capitalization (total market value of all shares outstanding). Unlike more objectively based indexes, the S&P 500 Index methodology allows for picking and choosing which stocks to include and when. The Schwab 1000 Index, in contrast, is consistent and objective. First, the index comprises the top 1,000 stocks 1 based solely on market capitalization. That’s not to say the list isn’t dynamic: As market capitalizations fluctuate, so too does the makeup of the index. creation and redemption process, the Schwab 1000 Index ETF may be more tax efficient than actively managed funds. • Discipline. The Schwab 1000 Index utilizes a transparent and disciplined index methodology to create and adjust the underlying index. Comparing Indexes. While many investors track the results of the Dow Jones Industrial Average (DJIA) See how SNXFX has performed including trailing returns and dividend history. The Schwab 1000 Index includes the stocks of the largest 1,000 publicly traded companies in the United States, with size determined by market capitalization (total market value of all shares outstanding). The index is designed to measure of the performance of large- and mid-cap U.S. stocks.
The Schwab 1000 Fund seeks to match the total return of the Schwab 1000 Index® by investing in the stocks of the 1,000 largest publicly traded U.S. companies. The Fund uses a tax-efficient management strategy designed to reduce taxable capital gains distributions to its shareholders. Schwab Fundamental Index* ETFs & Mutual Funds Charles Schwab Investment Management A pioneer in Fundamental Index strategies, Charles Schwab Investment Management offers 12 ETFs and mutual funds to help you gain access to an innovative indexing approach that offers a complement to traditional market cap weighted index and actively managed strategies.
Index Construction The Schwab 1000 Index® is constructed on a bottom-up basis, ranking all eligible U.S. common stocks from largest to smallest based on full float market capitalization. A stock must be an operating company or REIT. The index is then comprised of the top 1,000 stocks as measured by full float market capitalization. The Schwab 1000 Index is a float-adjusted market capitalization weighted index that includes the 1,000 largest stocks of publicly traded companies in the United States, with size being determined by market capitalization (total market value of all shares outstanding). Unlike more objectively based indexes, the S&P 500 Index methodology allows for picking and choosing which stocks to include and when. The Schwab 1000 Index, in contrast, is consistent and objective. First, the index comprises the top 1,000 stocks 1 based solely on market capitalization. That’s not to say the list isn’t dynamic: As market capitalizations fluctuate, so too does the makeup of the index. creation and redemption process, the Schwab 1000 Index ETF may be more tax efficient than actively managed funds. • Discipline. The Schwab 1000 Index utilizes a transparent and disciplined index methodology to create and adjust the underlying index. Comparing Indexes. While many investors track the results of the Dow Jones Industrial Average (DJIA)
The Schwab 1000 Index includes the stocks of the largest 1,000 publicly traded companies in the United States, with size determined by market capitalization (total market value of all shares outstanding). The index is designed to measure of the performance of large- and mid-cap U.S. stocks.
creation and redemption process, the Schwab 1000 Index ETF may be more tax efficient than actively managed funds. • Discipline. The Schwab 1000 Index utilizes a transparent and disciplined index methodology to create and adjust the underlying index. Comparing Indexes. While many investors track the results of the Dow Jones Industrial Average (DJIA) See how SNXFX has performed including trailing returns and dividend history. The Schwab 1000 Index includes the stocks of the largest 1,000 publicly traded companies in the United States, with size determined by market capitalization (total market value of all shares outstanding). The index is designed to measure of the performance of large- and mid-cap U.S. stocks. The Fund seeks to match the price and dividend performance (total return) of the Schwab 1000 Index, an index created by Schwab to represent the performance of the public market for common stocks of US companies. Learn about SNXFX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Start a 14-day free trial to Morningstar Premium to unlock our In 1991, Charles Schwab & Co. launched the Schwab 1000 Index®, which was designed to measure—as accurately and consistently as possible—the long-term performance of America's largest companies. Shortly thereafter, Charles Schwab Investment Management launched the Schwab 1000 Index® Fund to help investors capture that growth potential.