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Morningstar

Schwab Total Stock Market Index SWTSX

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 77.75  /  0.44 %
  • Total Assets 19.8 Bil
  • 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 —
  • Status Open
  • TTM Yield 1.35%
  • Turnover 2%

USD | NAV as of Dec 09, 2023 | 1-Day Return as of Dec 09, 2023, 1:30 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.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SWTSX’s performance objective and investment process is for both security selection and portfolio construction.

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.

Excellent total-market fund.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

Schwab Total Stock Market Index combines exposure to the entirety of the investable U.S. equity market with low turnover and a low fee giving it a durable edge over its average peer. It earns a Morningstar Analyst Rating of Gold.

by Mo'ath Almahasneh
Rated on Published on

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Portfolio Holdings SWTSX

More SWTSX Holdings
  • Current Portfolio Date
  • Equity Holdings 3443
  • Bond Holdings 1
  • Other Holdings 8
  • % Assets in Top 10 Holdings 26.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.12
1,092,869,910
Technology

Apple Inc

6.11
1,091,842,586
Technology

Amazon.com Inc

2.94
525,738,639
Consumer Cyclical

NVIDIA Corp

2.45
438,177,838
Technology

Alphabet Inc Class A

1.79
320,262,516
Communication Services

Meta Platforms Inc Class A

1.63
291,287,419
Communication Services

Alphabet Inc Class C

1.54
275,101,287
Communication Services

Berkshire Hathaway Inc Class B

1.52
270,859,350
Financial Services

Tesla Inc

1.35
241,321,511
Consumer Cyclical

UnitedHealth Group Inc

1.21
215,864,956
Healthcare