Schwab Total Stock Market Index Fund (SWTSX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
17.85
0.00 (0.00%)
Jun 26, 2026, 4:00 PM EST
21.59%
Fund Assets 43.45B
Expense Ratio 0.03%
Min. Investment $0.00
Turnover 3.00%
Dividend (ttm) 0.18
Dividend Yield 1.11%
Dividend Growth 3.13%
Payout Frequency Annual
Ex-Dividend Date Dec 12, 2025
Previous Close 17.85
YTD Return 8.91%
1-Year Return 22.93%
5-Year Return 74.91%
52-Week Low 14.81
52-Week High 18.36
Beta (5Y) 1.02
Holdings 2950
Inception Date Jun 1, 1999

About SWTSX

The fund is designed to replicate the comprehensive performance of the entire U.S. equity market. Its benchmark for achieving this is the Dow Jones U.S. Total Stock Market IndexSM.

Fund Family Schwab
Category Large Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol SWTSX
Index Dow Jones US Total Stock Market TR

Performance

SWTSX had a total return of 22.93% in the past year. Since the fund's inception, the average annual return has been 8.39%, including dividends.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol Provider Name Expense Ratio
FSKAX Fidelity Fidelity Total Market Index Fund 0.02%
FCTDX Fidelity Strategic Advisers Fidelity U.S. Total Stock Fund 0.28%
FCFMX Fidelity Fidelity Series Total Market Index Fund n/a

Top 10 Holdings

34.59% of assets
Name Symbol Weight
NVIDIA Corporation NVDA 6.96%
Apple Inc. AAPL 6.22%
Microsoft Corporation MSFT 4.54%
Amazon.com, Inc. AMZN 3.59%
Alphabet Inc. GOOGL 3.00%
Broadcom Inc. AVGO 2.87%
Alphabet Inc. GOOG 2.39%
Meta Platforms, Inc. META 1.88%
Tesla, Inc. TSLA 1.66%
Micron Technology, Inc. MU 1.48%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Dec 12, 2025 $0.1805 Dec 12, 2025
Dec 13, 2024 $0.17503 Dec 13, 2024
Dec 8, 2023 $0.16256 Dec 8, 2023
Dec 9, 2022 $0.15067 Dec 9, 2022
Dec 10, 2021 $0.17176 Dec 10, 2021
Dec 18, 2020 $0.15436 Dec 18, 2020
Full Dividend History