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

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61.500 -0.580    -0.93%
14/06 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Schwab Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.43B
Schwab U.S. Mid-Cap Index Fund 61.500 -0.580 -0.93%

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 0.610 0.610 0.000
Stocks 99.390 99.390 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.826 17.105
Price to Book 2.518 2.374
Price to Sales 1.543 1.495
Price to Cash Flow 10.910 10.437
Dividend Yield 1.742 1.540
5 Years Earnings Growth 9.968 11.499

Sector Allocation

Name  Net % Category Average
Industrials 19.600 19.798
Technology 16.310 15.423
Financial Services 14.010 15.190
Consumer Cyclical 10.860 13.506
Healthcare 9.830 9.838
Real Estate 7.580 7.206
Utilities 5.410 3.882
Energy 5.260 5.312
Basic Materials 4.460 5.424
Communication Services 3.400 2.969
Consumer Defensive 3.280 4.457

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 800

Number of short holdings: 0

Name ISIN Weight % Last Change %
  Trane Technologies IE00BK9ZQ967 0.66 329.64 -1.18%
  Amphenol US0320951017 0.64 68.27 -1.04%
  Parker-Hannifin US7010941042 0.64 503.30 -4.84%
  Transdigm US8936411003 0.61 1,294.76 -2.18%
  Phillips 66 US7185461040 0.58 136.76 -0.66%
  CrowdStrike Holdings US22788C1053 0.57 385.44 +0.69%
  KKR & Co US48251W1045 0.57 109.18 -0.16%
Constellation Energy Corp - 0.55 - -
  Cintas US1729081059 0.52 695.69 +0.54%
  Apollo Global Management A US03769M1062 0.52 115.87 -0.35%

Top Equity Funds by Schwab Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Schwab S&P 500 Index 96.37B 11.27 9.53 12.63
  Schwab Total Stock Market Index 23.91B 10.19 7.69 11.98
  Schwab 1000 Index 16.52B 10.70 8.37 12.20
  Schwab International Index 9.47B 7.71 3.21 4.69
  Schwab Fundamental US Large Company 8.59B 8.36 8.70 11.20
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