Schwab Total Stock Market Index Fund® (SWTSX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks to track the total return of the entire U.S. stock market- as measured by the Dow Jones U.S. Total Stock Market IndexSM. 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 fund may invest in derivatives- principally futures contracts- and lend its securities to minimize the gap in performance that naturally exists between any index fund and its corresponding index.


1 month-5.09% 3 years+8.91%
3 months-2.78% 5 years+12.70%
1 year+12.68% Since inception+6.53%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+12.70%+14.24%
Expense ratio0.03%0.97%
Risk 5 year sharpe ratio1.361.23
Net assets$7.6B$5.4B
Average market cap$55.0B$153.3B
Average P/E22.620.7
Portfolio turnover2%2%

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Fund Management and Purchase Info

Fund familySchwab Funds
Fund manager & tenureFerian Juwono / 5 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock98.21%
International stock1.07%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Financial service 16.52%
Industrial materials 11.97%
Healthcare 11.67%
Energy 10.68%
Hardware 9.13%
Top 10 Holdings
Portfolio weighting
AAPL Apple3.10%
MSFT Microsoft2.35%
AMZN Amazon1.67%
FB Facebook1.50%
BRKB Berkshire Hathaway1.36%
JNJ Johnson & Johnson1.34%
JPM JPMorgan Chase1.32%
XOM Exxon Mobil1.26%
GOOG Google1.13%
GOOGL Google1.12%