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Schwab Core Equity Fund™ (SWANX)

US Funds

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24.87 +0.28 +1.14%

12/08 - Delayed Data. 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	0.26	0.26	0.00
Shares	99.74	99.74	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	23.77	20.92
Price to Book	5.59	3.99
Price to Sales	3.90	2.67
Price to Cash Flow	16.62	14.02
Dividend Yield	1.38	1.54
5 Years Earnings Growth	10.24	10.54

Sector Allocation

Name	Net %	Category Average
Technology	39.64	29.03
Healthcare	12.83	11.65
Financial Services	11.97	14.91
Communication Services	9.67	8.74
Industrials	6.36	9.86
Consumer Cyclical	6.17	10.29
Consumer Defensive	4.81	6.12
Energy	4.10	3.66
Utilities	2.69	2.62
Basic Materials	1.23	2.37
Real Estate	0.54	2.23

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 52

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	10.16	529.24	+1.43%
NVIDIA	US67066G1040	8.75	183.16	+0.60%
Apple	US0378331005	5.42	229.65	+1.09%
Meta Platforms	US30303M1027	4.87	790.00	+3.15%
Alphabet A	US02079K3059	4.77	203.34	+1.16%
Broadcom	US11135F1012	3.83	312.83	+2.94%
Amazon.com	US0231351067	3.57	221.47	+0.08%
Fidelity National Info	US31620M1062	3.50	71.76	+2.71%
PayPal	US70450Y1038	2.85	67.97	+1.33%
Exxon Mobil	US30231G1022	2.77	106.13	+0.28%

Top Equity Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab S&P 500 Index	121.7B	8.57	17.07	13.62
Schwab Total Stock Market Index	29.68B	8.07	16.41	12.93
Schwab 1000 Index	19.3B	8.48	16.88	13.20
Schwab International Index	11.77B	17.47	13.16	6.18
Schwab Fundamental US Large Company	9.89B	5.35	12.95	11.87

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