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Schwab Small-cap Equity Fund™ (SWSCX)

US Funds

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20.23 -0.02 -0.10%

06/02 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 637.64M

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SWSCX Holdings

Comprehensive information about top holdings and Key Holding Information for the Schwab Small-Cap Equity (SWSCX) fund. Our Schwab Small-Cap 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	4.51	4.51	0.00
Shares	95.49	95.49	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	12.87	15.62
Price to Book	1.85	1.93
Price to Sales	1.14	1.30
Price to Cash Flow	6.10	8.74
Dividend Yield	1.28	1.46
5 Years Earnings Growth	14.36	11.99

Sector Allocation

Name	Net %	Category Average
Healthcare	18.48	11.84
Industrials	16.50	19.40
Financial Services	16.27	17.45
Technology	14.45	14.39
Consumer Cyclical	11.08	12.32
Real Estate	7.95	6.78
Energy	4.95	5.02
Communication Services	3.14	2.42
Basic Materials	3.13	5.08
Consumer Defensive	2.34	4.37
Utilities	1.71	2.95

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 322

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
E-Mini Russ 2000 Dec24 Xcme 20241220	-	4.12	-	-
COPT Defense Properties	US22002T1088	1.10	29.43	-1.01%
American Assets	US0240131047	1.10	22.49	-1.06%
Frontdoor	US35905A1097	1.07	59.21	-0.62%
EMCOR	US29084Q1004	1.07	464.21	-0.63%
Ameris	US03076K1088	1.04	67.33	-1.67%
SkyWest	US8308791024	1.02	116.31	+0.12%
Appfolio Inc	US03783C1009	1.00	223.50	-1.35%
TRI Pointe Homes	US87265H1095	0.97	35.36	-3.26%
Badger Meter	US0565251081	0.96	214.47	-0.67%

Top Equity Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab S&P 500 Index	113.29B	2.78	11.87	13.71
Schwab Total Stock Market Index	28.17B	3.07	11.26	13.11
Schwab 1000 Index	18.47B	3.09	11.56	13.34
Schwab International Index	10.12B	4.95	4.60	5.71
Schwab Fundamental US Large Company	9.82B	4.06	10.68	12.14

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Schwab Small-Cap .	20.23	-0.02	-0.10%