Charles has made over 192 trades of the The Charles Schwab stock since 2004, according to the Form 4 filled with the SEC. Non-U.S. residents are subject to country-specific restrictions. The fund was incepted in June 1999 and is managed by Charles Schwab Investment Management, Inc. See holdings data for Schwab Total Stock Market Index Fund® (SWTSX). See Schwab Total Stock Market Index Fund® (SWTSX) mutual fund ratings from all the top fund analysts in one place. Annualized returns for periods 1 yr+/cumulative returns for periods less than 1 yr. Check out the side-by-side comparison table of SCHB vs. VTI. Total return set forth may reflect the waiver of a portion of the fund's advisory or administrative fees for certain periods since the inception date. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Sector and/or industry weightings for the portfolio are determined using the Global Industry Classification Standard (GICS). Schwab International Index Fund SWISX. Schwab S&P 500 Index Fund. (0320-8VLP), Prospectus and Other Regulatory Documents, Learn how we advocate for investors and the professionals who serve them >, See why we strive to keep our index product expenses among the lowest in the industry >, Form CRS highlights certain aspects of the nature of our investment advisory relationship with you >, Learn about the measured approach we take to promote long-term shareholder value >, Learn more about our experienced and dedicated team of professionals >, Learn about our straightforward lineup of core products and solutions >, Learn about the Schwab proprietary index launched in 1991 >, Find prospectuses and reports for our funds >, See data point definitions, index glossary, and data sources >, Catch up on our thought leadership, research, and commentary >, Keep up to date on Charles Schwab Investment Management >, Look to us for education, tools, and information to help develop better outcomes for you and your clients >, View end-of-year capital gains distributions and tax information >, Go to our library of useful documents that can help you learn about various products >, 2020 distribution & tax information available, Dow Jones U.S. Total Stock Market Index (Index), Worst Three Months Return (12/31/2019 - 3/31/2020), Best Three Months Return (3/31/2020 - 6/30/2020), Schwab Funds Investment Performance Summary, SWTSX Prospectus and Other Regulatory Documents, 2019 Schwab Funds Dividends-Received Deduction Summary, 2019 Schwab Funds Qualified Dividend Income Summary, Monthly Performance and Fund Net Assets Report, Schwab Fundamental U.S. Broad Market Index ETF, FACEBOOK INC CLASS A COMMON STOCK USD.000006, BERKSHIRE HATHAWAY INC CL B COMMON STOCK USD.0033, A straightforward, low-cost fund with no investment minimum, The Fund can serve as part of the core of a diversified portfolio, Simple access to the entire U.S. stock market in one fund, The index is designed to provide a comprehensive measure of large-cap, mid-cap and small-cap U.S. equity securities. What a welcome alternative. Trade US shares | FXTM Global The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. SWTSX. Schwab sponsors this page but isn't affiliated with YouTube and has no control over how YouTube manages the site. Some of the best Charles Schwab mutual funds to buy. This graph represents the growth of a hypothetical investment of $10,000. The only difference in VTI and VTSAX IS one is an etf and the other is an index fund. If the inception date of the Index is less than the time period shown above, the Since Inception period is shown. USD | NAV as of Dec 17, 2020 | 1-Day Return as of Dec 17, 2020, 11:13 PM GMT+00:00. Now the company offers more than 50 funds and ranks as the 3rd largest mutual … These figures may differ from those presented in the fund’s shareholder report. © 2020 Charles Schwab & Co., Inc. SWTSX … Not FDIC Insured • No Bank Guarantee • May Lose Value. Lihat informasi dasar tentang dana Schwab Total Stock Market Index Fund® live. The People Pillar is our evaluation of the SWTSX management team’s experience and ability. Home > Fund Pages > Charles Schwab Investment Management Inc > Schwab Total Stock Market Index Fund > SWTSX Schwab Total Stock Market Index Fund - SWTSX. 1 Most active managers fall short of market indexes over time. SWTSX has a higher 5-year return than SCHB (14.48% vs 14.36%). 1,041 talking about this. Ferian Juwono, CFA, Managing Director and Senior Portfolio Manager. Find our live Schwab® S&p 500 Index Fund fund basic information. YTD Return is adjusted for possible sales charges, and assumes reinvestment of dividends and capital gains. Please read it carefully before investing. YTD Return 17.5%; 3 Yr Annualized Return 13.1%; 5 Yr Annualized Return 13.8%; Net Assets $13 B; Holdings in Top 10 22.8%; 52 WEEK LOW AND HIGH. Tax Cost Ratio represents the percentage-point reduction in returns that results from Federal income taxes (before shares in the fund are sold, and assuming the highest Federal tax bracket). Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit SWTSX. View mutual fund news, mutual fund market and mutual fund interest rates. Get our overall rating based on a fundamental assessment of the pillars below. Green rows indicate new positions. Schwab Total Stock Market Index Fund (SWTSX) Novice investors often turn to index, balanced or target-date funds to provide diversification and lower risk in their portfolio. Today, Charles Schwab has nearly 350 brick-and-mortar brokerages throughout the US. TD and Schwab are both very good. Unlock our full analysis with Morningstar Premium. GICS is a service mark of MSCI and S&P and has been licensed for use by Charles Schwab & Co., Inc.  It compares fees, performance, dividend yield, holdings, technical indicators, and many other metrics … To help with tax filing, get distributions and supplemental tax information for Schwab Funds, Schwab ETFs and Laudus Funds. The Charles Schwab Corporation chart on MSN Money, the brokerage began adding funds of own! Investment advisers and creating portfolios single sign-on gives you access to various operational, marketing and features... Poor 's ( S & P ) well as small and mid caps, so you be! Products as well, especially geared to retirement with SIDCO and dividends Laudus funds are distributed by Schwab. Adviser and is subject to change in addition, certain securities may be as! Assets as shown may not equal 100 % due to the Schwab Investment Management 211 Street... Tax bracket and top stories of the simplest ways to get a low-cost and diversified.. 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