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 92.70 / +1.17 %
- Total Assets 24.1 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 1.24%
- Turnover 2%
USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:12 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 31.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 6.29 | 1.5 Bil | Technology |
NVIDIA Corp | 5.75 | 1.4 Bil | Technology |
Apple Inc | 5.75 | 1.4 Bil | Technology |
Amazon.com Inc | 3.35 | 811.0 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.09 | 506.3 Mil | Communication Services |
Alphabet Inc Class A | 2.03 | 490.3 Mil | Communication Services |
Alphabet Inc Class C | 1.70 | 410.7 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 1.39 | 337.6 Mil | Financial Services |
Eli Lilly and Co | 1.37 | 331.3 Mil | Healthcare |
Broadcom Inc | 1.32 | 320.6 Mil | Technology |