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Schwab Small Cap Index (SWSSX)

45.55 -0.77 (-1.66%)
At close: 8:08:33 PM EDT
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  • Previous Close 46.32
  • YTD Return 13.74%
  • Expense Ratio 0.04%
  • Category Small Blend
  • Last Cap Gain 28.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Net Assets 7.25B
  • Beta (5Y Monthly) 1.30
  • Yield 1.13%
  • 5y Average Return --
  • Holdings Turnover 12.00%
  • Last Dividend 0.51
  • Inception Date May 19, 1997

The fund normally invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in these stocks; typically, the actual percentage is considerably higher. It generally will seek to replicate the performance of the index by giving the same weight to a given stock as the index does. The fund may invest in derivatives, principally futures contracts, and lend its securities to minimize the gap in performance that naturally exists between any index fund and its corresponding index.

Schwab Funds

Fund Family

Small Blend

Fund Category

7.25B

Net Assets

1997-05-19

Inception Date

Performance Overview

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Trailing returns as of 10/28/2026. Category is Small Blend.

YTD Return

SWSSX
13.74%
Category
20.19%

1-Year Return

SWSSX
16.24%
Category
60.18%

3-Year Return

SWSSX
17.79%
Category
11.32%

5-Year Return

SWSSX
6.40%
Category
13.88%

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