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Schwab Total Stock Market Index SWTSX

Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 88.98  /  −0.78 %
  • Total Assets 23.5 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 Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.34%
  • Turnover 2%

USD | NAV as of May 30, 2024 | 1-Day Return as of May 30, 2024, 12:14 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.

Excellent total-market fund.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

Schwab Total Stock Market Index offers highly efficient and well-diversified exposure to the entire US equity market while charging a rock-bottom fee, a recipe for success over the long run.

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Portfolio Holdings SWTSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 28.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.89 1.3 Bil
Technology

Apple Inc

5.04 1.1 Bil
Technology

NVIDIA Corp

4.35 970.7 Mil
Technology

Amazon.com Inc

3.26 727.6 Mil
Consumer Cyclical

Alphabet Inc Class A

1.95 436.3 Mil
Communication Services

Meta Platforms Inc Class A

1.93 430.5 Mil
Communication Services

Alphabet Inc Class C

1.65 369.5 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.47 328.3 Mil
Financial Services

Eli Lilly and Co

1.27 283.3 Mil
Healthcare

Broadcom Inc

1.17 260.3 Mil
Technology