Schwab ® U.S. Large-Cap Growth Index Fund
SWLGX
NASDAQ
| Weiss Ratings | SWLGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | SWLGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Schwab Funds | |||
| Manager/Tenure (Years) | Christopher Bliss (8), Ferian Juwono (8), Jeremy Brown (7), 1 other | |||
| Website | http://www.schwabfunds.com | |||
| Fund Information | SWLGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Schwab ® U.S. Large-Cap Growth Index Fund | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Dec 20, 2017 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SWLGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.46% | |||
| Dividend | SWLGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.56% | |||
| Asset Allocation | SWLGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.16% | |||
| Stock | 99.85% | |||
| U.S. Stock | 99.58% | |||
| Non-U.S. Stock | 0.27% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | SWLGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -3.90% | |||
| 30-Day Total Return | -7.51% | |||
| 60-Day Total Return | -4.74% | |||
| 90-Day Total Return | -5.05% | |||
| Year to Date Total Return | -0.28% | |||
| 1-Year Total Return | -1.40% | |||
| 2-Year Total Return | 26.51% | |||
| 3-Year Total Return | 74.93% | |||
| 5-Year Total Return | 59.94% | |||
| Price | SWLGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | SWLGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $17.48 | |||
| 1-Month Low NAV | $17.29 | |||
| 1-Month High NAV | $19.22 | |||
| 52-Week Low NAV | $15.24 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $19.22 | |||
| 52-Week High Price (Date) | Oct 06, 2026 | |||
| Beta / Standard Deviation | SWLGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.25 | |||
| Standard Deviation | 16.82 | |||
| Balance Sheet | SWLGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 4.73B | |||
| Operating Ratios | SWLGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.04% | |||
| Turnover Ratio | 16.00% | |||
| Performance | SWLGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 23.09% | |||
| Last Bear Market Total Return | -20.93% | |||