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    Schwab Small-Cap Equity (SWSCX)

    25.02 -0.43 (-1.69%)
    At close: 8:10:25 AM EST
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    • Previous Close 25.45
    • YTD Return 19.43%
    • Expense Ratio 1.09%
    • Category Small Blend
    • Last Cap Gain 22.00
    • Morningstar Rating
    • Morningstar Risk Rating High
    • Net Assets 626.88M
    • Beta (5Y Monthly) 1.20
    • Yield 0.12%
    • 5y Average Return --
    • Holdings Turnover 108.00%
    • Last Dividend 0.03
    • Inception Date Jul 1, 2003

    The fund invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in small-cap equity securities. Small-cap equity securities generally are securities with market capitalizations within the universe of the Russell 2000® Index at the time of purchase by the fund.

    Schwab Funds

    Fund Family

    Small Blend

    Fund Category

    626.88M

    Net Assets

    2003-07-01

    Inception Date

    More about Schwab Small-Cap Equity

    Performance Overview

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    Trailing returns as of 10/30/2026. Category is Small Blend.

    YTD Return

    SWSCX
    19.43%
    Category
    20.19%

    1-Year Return

    SWSCX
    24.13%
    Category
    60.18%

    3-Year Return

    SWSCX
    19.51%
    Category
    11.32%

    5-Year Return

    SWSCX
    10.39%
    Category
    13.88%

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    Holdings

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    Sector Weightings

    Sector SWSCX
    Technology 21.70%
    Healthcare 19.45%
    Industrials 18.07%
    Financial Services 15.45%
    Consumer Cyclical 8.88%
    Real Estate 5.97%
    Energy 4.12%
    Basic Materials 3.59%
    Utilities 1.14%
    Communication Services 0.98%
    Consumer Defensive 0.65%
    View More

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