Morningstar

Schwab ® U.S. Large-Cap Value Index Fund SWLVX

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 19.20  /  +0.52 %
  • Total Assets 1.1B
  • Adj. Expense Ratio
    0.035%
  • Expense Ratio 0.035%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.55%
  • Turnover 16%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 12:11 AM GMT+0

Morningstar’s Analysis SWLVX

Will SWLVX outperform in the 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 SWLVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SWLVX 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 SWLVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Schwab ® US Large-Cap Value Index holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SWLVX

More SWLVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Micron Technology Inc

3.20 33M
Technology

Berkshire Hathaway Inc Class B

2.58 27M
Financial Services

JPMorgan Chase & Co

2.40 25M
Financial Services

Alphabet Inc Class A

2.32 24M
Communication Services

Amazon.com Inc

2.11 22M
Consumer Cyclical

Alphabet Inc Class C

1.87 19M
Communication Services

Exxon Mobil Corp

1.81 19M
Energy

Johnson & Johnson

1.60 17M
Healthcare

Intel Corp

1.49 16M
Technology

Cisco Systems Inc

1.42 15M
Technology

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