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.
Schwab Total Stock Market Index Fund® SWTSX
- 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.
People Pillar
The People Pillar is our evaluation of the SWTSX 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 SWTSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- 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 |