Nasdaq - Delayed Quote
USD
Schwab Core Equity (SWANX)
26.05
-0.10
(-0.38%)
As of 8:10:25 AM EST. Market Open.
Loading chart for SWANX
- Previous Close
26.15 - YTD Return 7.24%
- Expense Ratio 0.73%
- Category Large Blend
- Last Cap Gain 55.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Net Assets 1.47B
- Beta (5Y Monthly) 0.87
- Yield 0.35%
- 5y Average Return --
- Holdings Turnover 20.00%
- Last Dividend 0.10
- Inception Date Jul 1, 1996
Performance Overview
View MoreTrailing returns as of 10/30/2026. Category is Large Blend.
Holdings
View MoreSector Weightings
Sector
SWANX
Technology
43.45%
Communication Services
12.78%
Industrials
10.83%
Healthcare
9.25%
Financial Services
8.42%
Consumer Cyclical
6.93%
Consumer Defensive
2.65%
Energy
2.26%
Utilities
2.08%
Basic Materials
1.36%
Real Estate
0.00%
