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.
Schwab Total Stock Market Index SWTSX
- NAV / 1-Day Return 97.49 / +0.98 %
- Total Assets 25.8 Bil
-
Adj. Expense Ratio
- 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 1.17%
- Turnover 2%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0
Morningstar’s Analysis SWTSX
Will SWTSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 6.02 | 1.5 Bil | Technology |
Microsoft Corp | 5.66 | 1.4 Bil | Technology |
NVIDIA Corp | 5.36 | 1.4 Bil | Technology |
Amazon.com Inc | 2.98 | 755.0 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.09 | 527.7 Mil | Communication Services |
Alphabet Inc Class A | 1.75 | 443.2 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 1.57 | 398.1 Mil | Financial Services |
Alphabet Inc Class C | 1.47 | 372.7 Mil | Communication Services |
Eli Lilly and Co | 1.40 | 354.0 Mil | Healthcare |
Broadcom Inc | 1.29 | 327.5 Mil | Technology |