SWTSX
Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit
1W: -3.2%
1M: -7.8%
3M: -7.6%
YTD: -7.1%
1Y: +13.9%
3Y: +62.9%
5Y: +63.8%
$15.87
+0.03 (+0.19%)
Weekly Expected Move ±2.1%
$15
$15
$15
$16
$16
Key Statistics
AUM$33.4B
Holdings2,984
Top 10 Wt35.3%
Volume0
Avg Volume0
Beta1.04
Portfolio Fundamentals
P/E273.7
P/B94.8
Div Yield1.17%
ROE38.3%
% Profitable65%
Inception1999-05-28
Sector Allocation
Technology
37.5%
Financial Services
12.9%
Consumer Cyclical
10.4%
Healthcare
9.4%
Industrials
8.7%
Communication Services
6.9%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp | NVDA | 7.44% | $2.4B | 11,744,191 |
| 2 | Apple Inc | AAPL.NE | 6.04% | $1.9B | 7,142,947 |
| 3 | Microsoft Corp | MSFT | 5.79% | $1.9B | 3,577,791 |
| 4 | Amazon.com Inc | AMZN | 3.57% | $1.1B | 4,671,079 |
| 5 | Broadcom Inc | AVGO | 2.62% | $836.8M | 2,263,968 |
| 6 | Alphabet Inc | GOOGL.SW | 2.46% | $787.2M | 2,799,681 |
| 7 | Meta Platforms Inc | META | 2.12% | $676.9M | 1,044,033 |
| 8 | Alphabet Inc | GOOG | 1.98% | $633.4M | 2,247,598 |
| 9 | Tesla Inc | TSLA | 1.93% | $616.7M | 1,350,789 |
| 10 | Berkshire Hathaway Inc | BRK-B | 1.32% | $421.5M | 882,726 |