Schwab Total Stock Market Index Fund®
SWTSX
NASDAQ
| Weiss Ratings | SWTSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | SWTSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Schwab Funds | |||
| Manager/Tenure (Years) | Ferian Juwono (13), Christopher Bliss (8), Jeremy Brown (7), 1 other | |||
| Website | http://www.schwabfunds.com | |||
| Fund Information | SWTSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Schwab Total Stock Market Index Fund® | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Jun 01, 1999 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SWTSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.09% | |||
| Dividend | SWTSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.22% | |||
| Asset Allocation | SWTSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.23% | |||
| Stock | 99.77% | |||
| U.S. Stock | 99.13% | |||
| Non-U.S. Stock | 0.64% | |||
| 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 | SWTSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.79% | |||
| 30-Day Total Return | -0.42% | |||
| 60-Day Total Return | 1.09% | |||
| 90-Day Total Return | 1.46% | |||
| Year to Date Total Return | 1.09% | |||
| 1-Year Total Return | 19.25% | |||
| 2-Year Total Return | 36.39% | |||
| 3-Year Total Return | 73.42% | |||
| 5-Year Total Return | 81.49% | |||
| Price | SWTSX-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 | SWTSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $16.57 | |||
| 1-Month Low NAV | $16.31 | |||
| 1-Month High NAV | $16.75 | |||
| 52-Week Low NAV | $11.94 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $16.77 | |||
| 52-Week High Price (Date) | Jan 27, 2026 | |||
| Beta / Standard Deviation | SWTSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.00 | |||
| Standard Deviation | 12.07 | |||
| Balance Sheet | SWTSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 33.15B | |||
| Operating Ratios | SWTSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.03% | |||
| Turnover Ratio | 3.00% | |||
| Performance | SWTSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 21.40% | |||
| Last Bear Market Total Return | -16.84% | |||