Nasdaq - Delayed Quote USD

Schwab Total Stock Market Index (SWTSX)

100.54
+0.06
+(0.06%)
As of 8:09:29 AM EDT. Market Open.
Loading Chart for SWTSX
  • Previous Close 100.48
  • YTD Return -5.53%
  • Expense Ratio 0.03%
  • Category Large Blend
  • Last Cap Gain 54.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 25.63B
  • Beta (5Y Monthly) 1.03
  • Yield 1.31%
  • 5y Average Return --
  • Holdings Turnover 2.00%
  • Last Dividend 1.23
  • Inception Date Jun 1, 1999

The fund generally invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in these stocks; typically, the actual percentage is considerably higher. It generally gives the same weight to a given stock as the index does. The index is designed to measure all publicly traded stocks of companies headquartered in the United States for which pricing information is readily available – the index contains 4,113 stocks as of December 31, 2023. It is non-diversified.

Schwab Funds

Fund Family

Large Blend

Fund Category

25.63B

Net Assets

1999-06-01

Inception Date

Performance Overview: SWTSX

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Trailing returns as of 5/16/2025. Category is Large Blend.

YTD Return

SWTSX
5.53%
Category
5.31%
 

1-Year Return

SWTSX
11.21%
Category
20.31%
 

3-Year Return

SWTSX
11.30%
Category
6.48%
 

5-Year Return

SWTSX
15.00%
Category
11.78%
 

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Holdings: SWTSX

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Sector Weightings

SectorSWTSX
Technology   30.37%
Healthcare   10.97%
Industrials   8.69%
Energy   3.25%
Real Estate   2.75%
Utilities   2.47%

Recent News: SWTSX

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Research Reports: SWTSX

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