Morningstar

Schwab Small-Cap Equity Fund™ SWSCX

Medalist Rating as of Sep 30, 2026 See Charles Schwab Investment Hub

Strategy

The investment seeks long-term capital growth. The fund invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in small-cap equity securities. Small-cap equity securities generally are securities with market capitalizations within the universe of the Russell 2000® Index at the time of purchase by the fund.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SWSCX	Schwab Small-Cap Equity Fund™	No Load	Open			Jul 1, 2003	$633.00M	1.090%	Average	$0	−$161.42M

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