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Schwab Small-cap Equity Fund™ (SWSCX)

US Funds

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18.49 +0.26 +1.43%

03/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 573.86M

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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	2.85	2.85	0.00
Shares	97.15	97.15	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	12.52	15.25
Price to Book	1.73	1.87
Price to Sales	1.05	1.24
Price to Cash Flow	5.77	8.38
Dividend Yield	1.44	1.54
5 Years Earnings Growth	10.21	11.78

Sector Allocation

Name	Net %	Category Average
Financial Services	18.49	17.89
Healthcare	18.34	12.03
Industrials	15.92	19.19
Technology	15.70	14.39
Consumer Cyclical	9.16	12.05
Real Estate	7.40	6.71
Energy	4.34	4.91
Consumer Defensive	3.73	4.54
Basic Materials	3.11	4.88
Communication Services	1.94	2.34
Utilities	1.85	3.08

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 354

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
E-Mini Russ 2000 Jun25 Xcme 20250620	-	2.77	-	-
Badger Meter	US0565251081	1.14	254.17	+0.97%
Hancock Whitney	US4101201097	1.14	55.12	+1.55%
Jackson Financial	US46817M1071	1.07	84.43	+2.17%
Sprouts Farmers	US85208M1027	1.07	175.21	-2.41%
Trustmark	US8984021027	1.05	34.73	+1.28%
Enova International Inc	US29357K1034	1.03	93.99	+1.16%
American Assets	US0240131047	1.00	20.07	-0.69%
Enact Holdings	US29249E1091	0.99	34.90	-0.26%
Ameris	US03076K1088	0.99	61.51	+1.23%

Top Equity Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab S&P 500 Index	112.31B	-4.93	12.14	12.27
Schwab Total Stock Market Index	27.4B	-5.53	11.30	11.56
Schwab 1000 Index	17.96B	-5.16	11.75	11.84
Schwab International Index	11.26B	12.38	10.59	5.57
Schwab Fundamental US Large Company	9.5B	-3.09	9.63	10.83

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