SWTSX : Schwab Total Stock Market Index Fund®

SWTSX is a US Stocks Market Large Blend index fund with LOW fees.


Schwab Total Stock Market Index Fund®

FI Score

95 /100

Expense Ratio Rating

10 /10

Expense Rating

10 /10

Market Score

9 /10

Category Score

10 /10

Market Size

9 /10

95% FI Score
  • swtsx
  • Mutual Fund
  • US Stocks
  • Large Blend

Schwab Total Stock Market Index Fund®

Expenses: 0.03% (Better than 1% of similar funds)

This is a great choice for a Large Blend US Stocks fund. See why »

Fund Summary

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.

Largest Holdings

Amount Holding
4.78% Microsoft Corp
4.29% Apple Inc
3.61% Amazon.com Inc
1.72% Facebook Inc A
1.41% Alphabet Inc A
1.41% Alphabet Inc Class C
1.38% Johnson & Johnson
1.28% Berkshire Hathaway Inc Class B
1.07% Visa Inc Class A
1.05% JPMorgan Chase & Co
1.03% Procter & Gamble Co
0.97% UnitedHealth Group Inc
0.91% Intel Corp
0.85% Mastercard Inc A
0.84% The Home Depot Inc
0.83% Verizon Communications Inc
0.78% AT&T Inc
0.74% Pfizer Inc
0.71% Merck & Co Inc
0.69% Exxon Mobil Corp
0.68% The Walt Disney Co
0.68% Bank of America Corp
0.64% Netflix Inc
0.64% PepsiCo Inc
0.63% Cisco Systems Inc

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