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Schwab ® U.s. Mid-cap Index Fund (SWMCX)

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14.540 -0.040    -0.27%
29/08 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.18B
Schwab U.S. Mid-Cap Index Fund 14.540 -0.040 -0.27%

SWMCX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Schwab U.S. Mid-Cap Index Fund (SWMCX) fund. Our Schwab U.S. Mid-Cap Index Fund 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 0.260 0.260 0.000
Shares 99.740 99.740 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.856 17.791
Price to Book 2.624 2.471
Price to Sales 1.484 1.566
Price to Cash Flow 10.368 10.763
Dividend Yield 1.724 1.471
5 Years Earnings Growth 9.263 11.250

Sector Allocation

Name  Net % Category Average
Industrials 16.810 19.293
Technology 15.050 16.095
Financial Services 13.840 16.646
Consumer Cyclical 12.800 12.836
Healthcare 9.040 9.850
Real Estate 7.470 6.990
Utilities 6.230 4.119
Energy 5.700 4.756
Consumer Defensive 5.130 4.572
Communication Services 4.170 2.886
Basic Materials 3.760 4.560

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 806

Number of short holdings: 0

Name ISIN Weight % Last Change %
  Royal Caribbean Cruises LR0008862868 0.66 363.22 -0.72%
  Coinbase Global US19260Q1076 0.63 304.54 -1.27%
  Roblox US7710491033 0.63 124.59 -1.80%
  Robinhood Markets US7707001027 0.62 104.03 +0.33%
  Bank of NY Mellon US0640581007 0.59 105.60 -0.47%
  Howmet US4432011082 0.59 174.10 -1.17%
  Vistra Energy US92840M1027 0.57 189.11 -3.86%
  Cloudflare US18915M1071 0.52 208.71 -2.21%
  Hilton Worldwide US43300A2033 0.51 276.06 -0.09%
  Quanta Services US74762E1029 0.49 377.96 -2.07%

Top Equity Funds by Schwab Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Schwab S&P 500 Index 123.36B 8.57 17.07 13.56
  Schwab Total Stock Market Index 30.19B 8.07 16.41 12.88
  Schwab 1000 Index 19.5B 8.48 16.88 13.20
  Schwab International Index 11.93B 17.47 13.16 6.18
  Schwab Fundamental US Large Company 10.2B 5.35 12.95 11.87
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