Schwab Small Cap Equity Fund Quote

SWSCX Fund  USD 17.97  0.12  0.66%   

Performance

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Odds Of Distress

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Schwab Small is trading at 17.97 as of the 21st of March 2025; that is 0.66 percent down since the beginning of the trading day. The fund's open price was 18.09. Schwab Small has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in small-cap equity securities. Schwab Small-Cap is traded on NASDAQ Exchange in the United States. More on Schwab Small Cap Equity

Moving together with Schwab Mutual Fund

  0.82SWANX Schwab E EquityPairCorr

Moving against Schwab Mutual Fund

  0.67SWAGX Schwab Aggregate BondPairCorr
  0.49SWISX Schwab InternationalPairCorr
  0.4SWCAX Schwab California TaxPairCorr

Schwab Mutual Fund Highlights

Fund ConcentrationSchwab Funds, Large Funds, Small Blend Funds, Small Blend, Schwab Funds, Large, Small Blend (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date27th of February 2023
Fiscal Year EndOctober
Schwab Small Cap Equity [SWSCX] is traded in USA and was established 21st of March 2025. Schwab Small is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Schwab Funds family. This fund at this time has accumulated 544.25 M in assets with no minimum investment requirementsSchwab Small Cap is currently producing year-to-date (YTD) return of 2.47% with the current yeild of 0.0%, while the total return for the last 3 years was 4.97%.
Check Schwab Small Probability Of Bankruptcy

Instrument Allocation

Top Schwab Small Cap Equity Mutual Fund Constituents

ESNTEssent GroupStockFinancials
BLMNBloomin BrandsStockConsumer Discretionary
LGNDLigand Pharmaceuticals IncorporatedStockHealth Care
IBPInstalled Building ProductsStockConsumer Discretionary
VRNTVerint SystemsStockInformation Technology
ACADACADIA PharmaceuticalsStockHealth Care
ALEXAlexander Baldwin HoldingsStockReal Estate
CRUSCirrus LogicStockInformation Technology
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Schwab Small Top Holders

SWNRXSchwab Target 2050Mutual FundTarget-Date 2050
SWQRXSchwab Target 2065Mutual FundTarget-Date 2065+
SWOBXSchwab Balanced FundMutual FundAllocation--50% to 70% Equity
SWIRXSchwab Target 2035Mutual FundTarget-Date 2035
SWERXSchwab Target 2040Mutual FundTarget-Date 2040
SWPRXSchwab Target 2060Mutual FundTarget-Date 2060+
SWORXSchwab Target 2055Mutual FundTarget-Date 2055
SWMRXSchwab Target 2045Mutual FundTarget-Date 2045
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Schwab Small Cap Risk Profiles

Schwab Small Against Markets

Other Information on Investing in Schwab Mutual Fund

Schwab Small financial ratios help investors to determine whether Schwab Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Schwab with respect to the benefits of owning Schwab Small security.
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