- What are the top holdings of SWANX?
- Schwab Core Equity holds 57 securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does SWANX have?
- SWANX holds 57 positions as reported by the fund's most recent disclosure.
- What sectors does SWANX invest in?
- Schwab Core Equity (SWANX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is SWANX most exposed to?
- SWANX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is SWANX a US-only fund?
- The country allocation card on this page shows SWANX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does SWANX invest in?
- To pursue its investment objective, the fund invests primarily in U.S. stocks. Under normal circumstances, it pursues its goal by investing at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in equity securities of U.S. companies. The fund may invest in derivatives, principally futures contracts, primarily to seek returns on the fund’s otherwise uninvested cash assets. It may invest in exchange-traded funds (ETFs) and stocks of real estate investment trusts (REITs).
