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Schwab Hedged Equity Fund™ (SWHEX)

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Schwab Hedged Equity historical data, for real-time data please try another search

15.82 0.00 0%

22/10 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 65.35M

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SWHEX Holdings

Comprehensive information about top holdings and Key Holding Information for the Schwab Hedged Equity (SWHEX) fund. Our Schwab Hedged 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	38.71	38.71	0.00
Shares	61.29	99.47	38.18

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	12.11	16.94
Price to Book	3.10	2.78
Price to Sales	1.37	1.93
Price to Cash Flow	7.48	10.18
Dividend Yield	1.54	1.93
5 Years Earnings Growth	15.16	10.91

Sector Allocation

Name	Net %	Category Average
Technology	27.56	23.78
Healthcare	15.93	12.39
Communication Services	13.20	9.92
Financial Services	11.87	20.73
Consumer Cyclical	11.30	8.40
Industrials	7.47	9.73
Consumer Defensive	3.81	4.95
Energy	3.61	8.55
Real Estate	2.78	-0.02
Basic Materials	1.96	1.73
Utilities	0.49	3.04

Region Allocation

Equities

North America
Latin America
Europe Developed
Australasia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 202

Number of short holdings: 116

Name	ISIN	Weight %	Last	Change %
Microsoft Corp	-	4.26	-	-
Apple Inc	-	4.07	-	-
Amazon.com Inc	-	3.71	-	-
Alphabet Inc Class A	-	2.81	-	-
Allstate Corp	-	1.89	-	-
Facebook Inc Class A	-	1.64	-	-
Jabil Inc	-	1.62	-	-
Goldman Sachs Group Inc	-	1.60	-	-
Accenture	IE00B4BNMY34	1.53	297.74	-1.23%
Citigroup Inc	-	1.53	-	-

Top Equity Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab S&P 500 Index	106.53B	1.44	12.51	12.93
Schwab Total Stock Market Index	26.09B	1.12	11.50	12.26
Schwab 1000 Index	17.22B	1.33	11.95	12.51
Schwab International Index	10.46B	8.14	6.73	5.41
Schwab Fundamental US Large Company	9.51B	4.09	11.21	11.57

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