Schwab Total Stock Market Index Fund® SWTSX

Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 17.82  /  −2.68 %
  • Total Assets 42.4B
  • Adj. Expense Ratio
    0.030%
  • Expense Ratio 0.030%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.99%
  • Turnover 3%

USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:17 AM GMT+0

Morningstar’s Analysis SWTSX

Will SWTSX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Excellent exposure to US stocks.

Associate Analyst Brendan McCann

Brendan McCann

Associate Analyst

Summary

Schwab Total Stock Market Index accurately represents the large-cap US stock market, allowing its low fee and efficient portfolio to carve out a long-term edge.

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Portfolio Holdings SWTSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 33.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.92 3B
Technology

Apple Inc

5.68 2B
Technology

Microsoft Corp

4.32 2B
Technology

Amazon.com Inc

3.69 2B
Consumer Cyclical

Alphabet Inc Class A

3.19 1B
Communication Services

Broadcom Inc

2.82 1B
Technology

Alphabet Inc Class C

2.55 1B
Communication Services

Meta Platforms Inc Class A

1.91 790M
Communication Services

Tesla Inc

1.53 634M
Consumer Cyclical

Berkshire Hathaway Inc Class B

1.24 513M
Financial Services

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