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Schwab Core Equity Fund™ (SWANX)

US Funds

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24.50 -0.04 -0.16%

18/07 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.47B

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SWANX Holdings

Comprehensive information about top holdings and Key Holding Information for the Schwab Core Equity (SWANX) fund. Our Schwab Core Equity portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.17	0.17	0.00
Shares	99.83	99.83	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.32	20.37
Price to Book	5.58	3.89
Price to Sales	3.89	2.59
Price to Cash Flow	15.65	13.71
Dividend Yield	1.29	1.57
5 Years Earnings Growth	10.48	10.66

Sector Allocation

Name	Net %	Category Average
Technology	36.26	28.23
Healthcare	14.31	12.11
Financial Services	10.50	14.99
Communication Services	9.10	8.57
Consumer Cyclical	8.65	10.35
Industrials	6.65	9.84
Consumer Defensive	5.08	6.30
Energy	4.84	3.74
Utilities	2.70	2.69
Basic Materials	1.32	2.38
Real Estate	0.59	2.30

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 53

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	8.72	510.05	-0.32%
NVIDIA	US67066G1040	6.49	172.41	-0.34%
Apple	US0378331005	6.35	211.18	+0.55%
Amazon.com	US0231351067	5.52	226.13	+1.01%
Meta Platforms	US30303M1027	4.56	704.28	+0.41%
Alphabet A	US02079K3059	4.52	185.06	+0.81%
Fidelity National Info	US31620M1062	3.47	80.33	-0.51%
Exxon Mobil	US30231G1022	3.31	107.77	-3.48%
Visa A	US92826C8394	2.95	349.05	-0.22%
Broadcom	US11135F1012	2.79	283.34	-1.09%

Top Equity Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab S&P 500 Index	119.69B	6.19	19.67	13.60
Schwab Total Stock Market Index	29.27B	5.67	19.05	12.86
Schwab 1000 Index	19.07B	6.06	19.51	13.16
Schwab International Index	11.44B	20.52	16.06	6.62
Schwab Fundamental US Large Company	9.89B	4.70	15.34	11.86

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