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.
Schwab Total Stock Market Index SWTSX
- NAV / 1-Day Return 89.96 / +1.18 %
- Total Assets 23.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.030%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield 1.34%
- Turnover 2%
USD | NAV as of May 15, 2024 | 1-Day Return as of May 15, 2024, 11:53 PM GMT+0
Morningstar’s Analysis SWTSX
Will SWTSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 28.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 5.89 | 1.3 Bil | Technology |
Apple Inc | 5.04 | 1.1 Bil | Technology |
NVIDIA Corp | 4.35 | 970.7 Mil | Technology |
Amazon.com Inc | 3.26 | 727.6 Mil | Consumer Cyclical |
Alphabet Inc Class A | 1.95 | 436.3 Mil | Communication Services |
Meta Platforms Inc Class A | 1.93 | 430.5 Mil | Communication Services |
Alphabet Inc Class C | 1.65 | 369.5 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 1.47 | 328.3 Mil | Financial Services |
Eli Lilly and Co | 1.27 | 283.3 Mil | Healthcare |
Broadcom Inc | 1.17 | 260.3 Mil | Technology |