Nasdaq - Delayed Quote
USD
Schwab US Large-Cap Value Index (SWLVX)
20.22
-0.17
(-0.83%)
At close: October 30 at 8:04:12 PM EDT
Loading chart for SWLVX
- Previous Close
20.39 - YTD Return 19.19%
- Expense Ratio 0.03%
- Category Large Value
- Last Cap Gain 24.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Net Assets 1.12B
- Beta (5Y Monthly) 0.79
- Yield 1.51%
- 5y Average Return --
- Holdings Turnover 16.00%
- Last Dividend 0.29
- Inception Date Dec 20, 2017
Performance Overview
View MoreTrailing returns as of 10/30/2026. Category is Large Value.
Holdings
View MoreSector Weightings
Sector
SWLVX
Technology
21.91%
Financial Services
17.96%
Healthcare
13.35%
Consumer Cyclical
10.36%
Industrials
9.52%
Consumer Defensive
7.19%
Energy
6.22%
Real Estate
3.46%
Communication Services
3.39%
Utilities
3.37%
Basic Materials
3.27%
