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 85.84 / +1.27 %
- Total Assets 21.9 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 1.28%
- Turnover 2%
USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 12:01 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.
People Pillar
Parent Pillar
- 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 |