Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit
SWTSX
NASDAQ- -
USD
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Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 3000 Schwab Way Westlake TX United States of America 76262
- IPO Date
- May 28, 1999
- CIK
- 0000904333
- Website
- schwabassetmanagement.com
- Similar Companies
- Business
- Schwab Total Stock Market Index Fund (SWTSX), a series of Schwab Capital Trust, seeks to track the total return of the entire U.S. stock market as measured by the Dow Jones U.S. Total Stock Market IndexSM; the fund normally invests at least 80% of its net assets in stocks included in the index, which comprises approximately 3,000 large-cap, mid-cap, and small-cap U.S. publicly traded equities; it provides passive exposure to the broad U.S. equity market across all sectors including information technology (33%), financials (14%), consumer discretionary (11%), industrials (10%), communications services (9%), and health care (9%); top holdings include NVIDIA Corp (7.4%), Apple Inc (6.0%), and Microsoft Corp (5.8%). The fund offers individual and institutional investors low-cost access to comprehensive U.S. stock market diversification with no minimum initial investment and a total expense ratio of 0.03%; it features daily pricing, quarterly portfolio turnover of approximately 3%, and quarterly or annual distributions primarily from dividends. Launched on June 1, 1999, and managed by a team at Charles Schwab Investment Management, Inc. headquartered in Westlake, Texas, the fund operates primarily in the United States with total net assets exceeding $31 billion as of December 2025. In August 2025, the fund implemented a 7-for-1 forward share split effective for shareholders of record on August 14, 2025, increasing shares outstanding and reducing net asset value per share while preserving total shareholder value; this structural change aligns with Schwab's strategy to enhance share affordability alongside similar splits on other mutual funds and ETF fee reductions announced in June 2025.