Morningstar

Schwab Total Stock Market Index Fund® SWTSX

Morningstar Medalist Rating
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Medalist Rating as of See Charles Schwab Investment Hub
  • NAV / 1-Day Return $18.83  /  +0.64 %
  • Fund Size $46.0B
  • Adjusted Expense Ratio 0.030%
  • Net Expense Ratio 0.030%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.98%
  • Turnover Ratio 3%
NAV and 1-Day Return as of

Morningstar’s Analysis SWTSX

Will SWTSX outperform in the 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 exposure to US stocks.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior 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.

by Brendan McCann
Rated on Published on

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Portfolio Holdings SWTSX

More SWTSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.16 3B
Technology

Apple Inc

6.23 3B
Technology

Microsoft Corp

5.05 2B
Technology

Amazon.com Inc

3.40 2B
Consumer Cyclical

Alphabet Inc Class A

2.66 1B
Communication Services

Broadcom Inc

2.35 1B
Technology

Alphabet Inc Class C

2.12 962M
Communication Services

Meta Platforms Inc Class A

1.68 763M
Communication Services

Micron Technology Inc

1.45 656M
Technology

Tesla Inc

1.39 629M
Consumer Cyclical

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