The group is collectively known as the S&P 500. Learn more about mutual funds at fidelity.com. 211 Main Street. The Fund seeks to track the total return of the Schwab Small-Cap Index. Since these investments simply track the market, they don’t require active management. You have two ways to get access to Index Funds with Schwab, either through their Mutual funds or ETFs. Before trading, please check a real-time quote for current information. Schwab Capital Trust. Schwab Small Cap Index Fund. Schwab Small-Cap Index Fund mutual fund holdings by MarketWatch. You can consider investing in these Schwab index funds and ETFs: 1. Research information including fund fees, cost projections and minimum investments for Schwab Small Cap Index Fund®. Operations will take about 18 to 36 months to integrate, so for now, the two brokerage houses will operate separately, servicing their own clients as they have in the … © 2020 Charles Schwab Investment Management, Inc. All rights reserved. For additional information about the indices and terms shown, please visit www.schwabfunds.com/glossary. The Index includes the common stocks of the second-largest 1,000 publicly traded companies in the United States. Please read it carefully before investing. Schwab Fundamental Index* Mutual Funds Schwab Funds is a pioneer in offering investors access to innovative indexes that are weighted based on fundamental measures of company size, as a complement to traditional indexing. Mutual Funds Stocks ETFs Bonds Best Investments ... Schwab Small-Cap Equity SWSCX ... Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. The fund normally invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in these stocks; typically, the actual percentage is considerably higher. Schwab Small Cap Index Fund® (05/97) SWSSX 0.04 13.74 7.19 10.32 11.35 8.92 Category Average - 1.11 4.91 3.51 7.66 9.75 - Russell 2000 TR USD - - 13.59 7.09 10.25 11.13 - 1 Numbers are adjusted for possible sales charges, and assume reinvestment of dividends and capital gains over each time period. Schwab Small Cap Index Fund® SWSSX: NAV: Change: Net Expense Ratio: YTD Return. Find the latest Schwab U.S. Small-Cap ETF (SCHA) stock quote, history, news and other vital information to help you with your stock trading and investing. Holdings may include collateral held by the fund for securities on loan. On the lookout for an Index fund? The biggest disadvantage of index funds is that there is no way to know when you might see returns. Analyze the Fund Schwab Small Cap Index Fund ® having Symbol SWSSX for type mutual-funds and perform research on other mutual funds. Money market funds; Index; Strategic beta; Active; Multi-asset; Schwab 1000 Index® Learn about the Schwab proprietary index launched in 1991 > Money Fund Yields. The Schwab Small-Cap Index Fund is not sponsored, endorsed, sold or promoted by Russell and Russell makes no representation regarding the advisability of investing in the fund. Investors should consider carefully information contained in the prospectus , or if available, the summary prospectus , including investment objectives, risks, charges and expenses. Charles Schwab Index Funds Overview Income Profile Income Risk Returns Profile Allocations Expenses About Name Price Net Assets LTM YIELD & DIVIDEND YTD Exp Ratio Schwab® S&P 500 Index Fund. Schwab Small Cap Index Fund® SWSSX: ... Schwab Funds: Index Fund: Yes: Leveraged Fund. This fund offers a middle ground between the Schwab Total Stock Market Index Fund (SWTSX) and the Schwab S&P 500 Index Fund (SWPPX) in terms of diversifying holdings. Of course, this presents a challenge. Highlights A straightforward, low-cost fund … Find prospectuses and reports for our funds > Data Sources & Definitions. Annualized returns for periods 1 yr+/cumulative returns for periods less than 1 yr. Fees & Expenses It … The Fund seeks to track the total return of the Schwab Small-Cap Index. This post may contain affiliate links or links from our sponsors. The investment seeks to track the performance of a benchmark index that measures the total return of small capitalization U.S. stocks. Unauthorized access is prohibited. See performance data and interactive charts for Schwab Small Cap Index Fund® (SWSSX). Currently, it only owns 602 stocks, excluding many of the smallest, most illiquid companies in the space. The investment seeks to track the performance of a benchmark index that measures the total return of small capitalization U.S. stocks. Investors tend to like this fund because it has actually returned slightly higher earnings than the Russell 2000 Index over the 15-year period beginning February 2002 and the 10-year period beginning Feb. 2007. $65.76-0.18%. In addition, certain securities may be designated as collateral for transactions such as open futures contracts or delayed-delivery securities. 1.43%. Fund. What a welcome alternative. Schwab Small Cap Index 2761 W. 120th Avenue, Suite 200, Westminster, CO 80234 Telephone: (303) 452-5986 • Toll Free: (800) 578-9896 • Facsimile: (303) 452-5989 This product is designed to track the Russell 2000 Index, which is comprised of the 2,000 smallest companies on the Russell 3000 Index. In such instances, and without the waiver of fees, total return would have been lower. These products are designed to track the movements of the stock market, sectors, or industries without you paying commissions to own each one. No Load. Management Information. Research information including trailing returns and hypothetical growth for Schwab Small Cap Index Fund®. Investors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges and expenses. The fund’s goal is to track the performance of a benchmark index that measures the total return of small capitalization U.S. stocks. San Francisco, CA 94105. SCHA (Fund) $27,680: Dow Jones U.S. Small-Cap Total Stock Market Index (Index) $27,636: Small Blend (Morningstar Category) $22,383: Worst Three Months Return (12/31/2019 - 3/31/2020)-31.61: Best Three Months Return (3/31/2020 - 6/30/2020) +27.16 The Schwab Small-Cap Index Fund is not sponsored, endorsed, sold or promoted by Russell and Russell makes no representation regarding the advisability of investing in the fund. Sector and/or industry weightings for the portfolio are determined using the Global Industry Classification Standard (GICS). The Index includes the common stocks of the second-largest 1,000 publicly traded companies in the United States. See fees data for Schwab Small Cap Index Fund® (SWSSX). Financhill has a disclosure policy. Volatility and Risk Volatilityas of09-30-20 Low Moderate High Investment Category Risk Measures as of 09-30-20 Port Avg Rel S&P 500 Rel Cat 3 Yr Std Dev 22.99 1.30 0.99 3 Yr Beta 1.22 . The Schwab Small-Cap Index Fund is not sponsored, endorsed, sold or promoted by Russell and Russell makes no representation regarding the advisability of investing in the fund. 877-824-5615. This fund technically tracks the Schwab 1000 index, which is essentially a … Not FDIC Insured • No Bank Guarantee • May Lose Value. Financhill just revealed its top stock for investors right now... so there's no better time to claim your slice of the pie. The businesses represented are US-based. This index fund invests in all of the companies that contribute to the total value of the market, so you have exposure to large, small, and micro-cap stocks. The Schwab Small-Cap Index Fund is not sponsored, endorsed, sold or promoted by Russell and Russell makes no representation regarding the advisability of investing in the fund. The economy runs in cycles. 1.53%. Usage will be monitored. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. GICS was developed by and is the exclusive property of MSCI and Standard & Poor's (S&P). Any fund holdings shown should not be considered a recommendation of any security by the investment adviser and is subject to change. The Schwab® U.S. Mid-Cap Index Fund is not promoted, sponsored or endorsed by, nor in any way affiliated with Russell. (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, 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, SWSSX Prospectus and Other Regulatory Documents, 2019 Schwab Funds Dividends-Received Deduction Summary, 2019 Schwab Funds Qualified Dividend Income Summary, Schwab Funds Actual Annual Distributions 2020, Schwab Fundamental U.S. Broad Market Index ETF, PENN NATIONAL GAMING INC COMMON STOCK USD.01, DARLING INGREDIENTS INC COMMON STOCK USD.01, 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 performance of U.S. small-cap equities, Invests in approximately 2,000 small-cap U.S. stocks. Schwab Small Cap Index SWSSX Morningstar Analyst Rating Analyst rating as of Jun 25, 2020. Schwab Small Cap Index Fund This fund generally tracks the performance of the Russell 2000 Index, which includes the 2,000 smallest stocks in the Russell 3000 index. Charles Schwab Index To find out detailed information on Charles Schwab Index in the U.S., click the tabs in the table below. Research information including fund fees, cost projections and minimum investments for Schwab Small Cap Index Fund®. View & analyze the SWSSX fund chart by total assets, risk rating, Min. SWSSX is an excellent opportunity to diversify your portfolio without incurring large fees. Schwab Small Cap Index Fund (SWSSX) Investors with an interest in small-cap stocks have had great success with the Schwab Small Cap Index Fund (SWSSX). Provides a complement to market-cap … Ferian Juwono, Lead Manager since February 27, 2013. Exploring investment opportunities outside of the United States can be quite time-consuming. Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in. $12.97 B. If you can afford to wait out the market, these are five of the best Schwab index funds available: If your goal is to mirror the returns of the stock market, the Schwab Total Stock Market Index Fund (SWTSX) is an excellent option. CSIM and Schwab, are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation, and are not affiliated with SIDCO. Schwab scores a TD in 2020. The fund’s goal is to track as closely as possible, before fees and expenses, the total return of the FTSE Developed Small Cap ex US Liquid Index. Russell is not responsible for and has not reviewed the funds and nor any associated literature or publications and Russell makes no representation or warranty, express or implied, as to their accuracy, or completeness, or otherwise. These funds trade much differently than other mutual funds… The Fund seeks to track the total return of the Schwab Small-Cap Index. Fund characteristics which use a benchmark in their calculations use each Fund's primary benchmark. Find the latest Schwab Small-Cap Index Fund-Sel (SWSSX) stock quote, history, news and other vital information to help you with your stock trading and investing. Both have their pros and cons but ultimately I chose to use mutual funds … This index fund is no-load and has a low expense ratio of 0.03%, which means you have an opportunity to own equity in all of the industry-leading organizations without paying substantial fees. Charles Schwab Investment Management, Inc. (CSIM) is the investment advisor for Schwab Funds, Laudus Funds and Schwab ETFs. $49.15 B. Learn about the Schwab proprietary index launched in 1991 > Money Fund Yields. About Schwab US Small-Cap ETF™ The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Small-Cap Total Stock Market Index. To help with tax filing, get distributions and supplemental tax information for Schwab Funds, Schwab ETFs and Laudus Funds. Schwab Funds and Laudus Funds are distributed by Charles Schwab & Co., Inc. (Schwab), Member SIPC. Adobe Vs Salesforce Stock: Which Is Best. GICS is a service mark of MSCI and S&P and has been licensed for use by Charles Schwab & Co., Inc.  However, there is one pattern that has proven reliable since the first trades were made on Wall Street over two hundred years ago: over the long term, the market has a history of rising. Schwab Funds expands suite of market cap index funds, providing a low cost way to build a diversified portfolio. See holdings data for Schwab Small Cap Index Fund® (SWSSX). The Fund seeks to track the total return of the Schwab Small-Cap Index. Timing your purchase of individual stocks is even more difficult. investment, market cap and category. It assumes reinvestment of dividends and capital gains, and does not reflect sales loads, redemption fees or the effects of taxes on any capital gains and/or distributions. The Schwab 1000 Index Fund (SNXFX) is designed to track the Schwab 1000 Index. They offer an inexpensive way to maximize diversification and harness the power of the market as a whole. Schwab Capital Trust. 1 Day +16.35%. These figures may differ from those presented in the fund’s shareholder report. For Schwab ETFs: Quotes are delayed by at least 15 minutes. This is a well-constructed index portfolio that effectively diversifies risk and enjoys a sizable cost advantage over its peers. Schwab Small Cap Index Fund® (SWSSX) 33.88. Schwab is a leader in the financial services industry, and it has developed its own Schwab 1000 Index. State taxes are not included. If you have short-term plans that require specific returns, an index fund may not be the right choice for you because the value of your investment can go down at any time, and it can be years before your balance recovers and then grows. This graph represents the growth of a hypothetical investment of $10,000. View the latest money fund yields > Prospectus & Reports. Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). Schwab Funds is responsible for SWSSX, and the company is based out of San Francisco, CA. 877-824-5615. Clients to stay the course with a portfolio construction framework that adapts to a decade investment... Is responsible for SWSSX, and France, SWTSX and SWPPX investment opportunities outside of second-largest! Charts for Schwab funds and ETFs: 1 is one of the 2,000 smallest on! An interest in Small-Cap stocks have had great success with the Schwab Small-Cap Index fund... Past (. 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