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Schwab Core Equity Fund™ (SWANX)

US Funds

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20.84 0.00 0.00%

17/04 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.28B

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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	0.07	0.07	0.00
Shares	99.93	99.93	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	23.80	20.46
Price to Book	5.90	3.97
Price to Sales	4.47	2.62
Price to Cash Flow	16.70	14.11
Dividend Yield	1.35	1.54
5 Years Earnings Growth	11.42	11.16

Sector Allocation

Name	Net %	Category Average
Technology	38.59	28.26
Healthcare	13.72	12.34
Consumer Cyclical	10.78	10.50
Financial Services	9.66	14.91
Communication Services	9.35	8.57
Industrials	6.09	9.54
Consumer Defensive	5.01	6.14
Energy	4.09	3.84
Utilities	1.50	2.72
Basic Materials	0.66	2.35
Real Estate	0.55	2.29

Region Allocation

Equities

North America
Europe Developed
Africa & Middle East

Developed Markets

Top Holdings

Number of long holdings: 53

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	9.00	367.78	-1.03%
NVIDIA	US67066G1040	7.39	101.49	-2.87%
Apple	US0378331005	6.57	196.98	+1.39%
Amazon.com	US0231351067	5.85	172.61	-0.99%
Alphabet A	US02079K3059	5.09	151.16	-1.42%
Meta Platforms	US30303M1027	4.25	501.48	-0.17%
Broadcom	US11135F1012	3.55	170.99	-2.07%
Fidelity National Info	US31620M1062	3.45	74.58	+8.65%
PayPal	US70450Y1038	3.26	61.00	+1.26%
Visa A	US92826C8394	2.88	329.61	-0.52%

Top Equity Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab S&P 500 Index	99.28B	-4.28	9.03	12.46
Schwab Total Stock Market Index	24.25B	-4.86	8.10	11.69
Schwab 1000 Index	15.98B	-4.60	8.51	11.97
Schwab International Index	10.24B	7.96	6.71	5.55
Schwab Fundamental US Large Company	8.75B	0.14	8.70	11.31

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Schwab Core Equit.	20.84	0.00	0.00%
	Schwab S&P 500 In.	81.39	+0.11	+0.14%