Skip to Content
Morningstar

Schwab Total Stock Market Index SWTSX

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 84.84  /  −0.62 %
  • Total Assets 22.3 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 Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.28%
  • Turnover 2%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:22 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.

  • 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.

  • People 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.

Associate Analyst Mo'ath Almahasneh

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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SWTSX

More SWTSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.10 1.4 Bil
Technology

Apple Inc

4.86 1.1 Bil
Technology

NVIDIA Corp

4.36 1.0 Bil
Technology

Amazon.com Inc

3.22 747.0 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.08 484.0 Mil
Communication Services

Alphabet Inc Class A

1.74 403.0 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.49 346.6 Mil
Financial Services

Alphabet Inc Class C

1.47 340.4 Mil
Communication Services

Eli Lilly and Co

1.21 281.1 Mil
Healthcare

Broadcom Inc

1.14 264.3 Mil
Technology