- NAV / 1-Day Return 95.52/+0.09 %
- Total Assets 25.2 Bil
- Adj. Expense Ratio 0.030%
- Expense Ratio 0.030%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.19%
- Turnover 2%
USD | NAV as of Sep 18, 2024 | 1-Day Return as of Sep 18, 2024, 12:45 AM GMT+0
Morningstar’s Analysis SWTSX
Will SWTSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SWTSX’s performance objective and investment process is for both security selection and portfolio construction.
See AlsoSNXFX - Schwab 1000 Index ® FundPeople Pillar
The People Pillar is our evaluation of the SWTSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of SWTSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Excellent total-market fund.
Mo'ath Almahasneh
Associate Analyst
Summary
Schwab Total Stock Market Index offers highly efficient and well-diversified exposure to the entire US equity market while charging a rock-bottom fee, a recipe for success over the long run.
by Mo'ath Almahasneh
Rated on Published on
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Portfolio Holdings SWTSX
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.6
| Top 10 Holdings | % Portfolio Weight | Market ValueUSD | Sector |
|---|---|---|---|
Apple Inc | 6.02 | 1.5 Bil | Technology |
Microsoft Corp | 5.66 | 1.4 Bil | Technology |
NVIDIA Corp | 5.36 | 1.4 Bil | Technology |
Amazon.com Inc | 2.98 | 755.0 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.09 | 527.7 Mil | Communication Services |
Alphabet Inc Class A | 1.75 | 443.2 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 1.57 | 398.1 Mil | Financial Services |
Alphabet Inc Class C | 1.47 | 372.7 Mil | Communication Services |
Eli Lilly and Co | 1.40 | 354.0 Mil | Healthcare |
Broadcom Inc | 1.29 | 327.5 Mil | Technology |
