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Schwab Small-cap Equity Fund™ (SWSCX)

US Funds

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19.91 -0.03 -0.15%

14/02 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 627.24M

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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	3.21	3.21	0.00
Stocks	96.79	96.79	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.23	15.70
Price to Book	1.68	1.92
Price to Sales	1.27	1.30
Price to Cash Flow	6.25	8.74
Dividend Yield	1.29	1.47
5 Years Earnings Growth	12.86	11.93

Sector Allocation

Name	Net %	Category Average
Industrials	18.45	19.44
Financial Services	17.70	17.55
Healthcare	17.66	11.76
Technology	14.94	14.51
Consumer Cyclical	10.90	12.21
Real Estate	6.05	6.71
Energy	4.73	5.02
Basic Materials	3.03	5.01
Consumer Defensive	2.84	4.43
Communication Services	2.26	2.40
Utilities	1.44	2.96

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 369

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
E-Mini Russ 2000 Mar25 Xcme 20250321	-	2.76	-	-
Badger Meter	US0565251081	1.19	217.31	-0.90%
American Assets	US0240131047	1.12	22.28	-0.49%
Ameris	US03076K1088	1.09	66.19	-0.93%
EMCOR	US29084Q1004	1.06	426.29	-0.29%
Hancock Whitney	US4101201097	1.05	59.93	-0.33%
Brinker	US1096411004	1.04	158.40	-1.13%
SkyWest	US8308791024	1.03	110.27	+1.36%
BankUnited	US06652K1034	0.92	40.66	+0.69%
Moog	US6153942023	0.92	181.69	-3.69%

Top Equity Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab S&P 500 Index	114.59B	2.78	11.87	13.71
Schwab Total Stock Market Index	28.33B	3.07	11.26	13.11
Schwab 1000 Index	18.6B	3.09	11.56	13.34
Schwab International Index	10.34B	4.95	4.60	5.71
Schwab Fundamental US Large Company	9.88B	4.06	10.68	12.14

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Schwab Small-Cap .	19.91	-0.03	-0.15%