Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit

Frequently Asked Questions About SWTSX

What does SWTSX invest in?

The fund is designed to replicate the comprehensive performance of the entire U.S. equity market. Its benchmark for achieving this is the Dow Jones U.S. Total Stock Market IndexSM.

What is the expense ratio of SWTSX?

Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit (SWTSX) charges an expense ratio of 0.03%. This is the annual fee deducted from fund assets to cover management and operations.

How big is SWTSX?

Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit (SWTSX) manages $44.88B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is SWTSX actively managed or an index fund?

SWTSX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was SWTSX launched?

Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit (SWTSX) launched in June 1999 and is managed by Schwab.

How has SWTSX performed?

SWTSX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.