Schwab Dividend Equity FundSWDSX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$629.9M
Expense ratio
0.89%
1-year return
+20.4%
3 years, a year
+14.8%
5 years, a year
+9.7%
Holdings
64
What it aims to do.
The fund seeks current income and capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| AVGO Broadcom Inc | 3.98% |
| MS Morgan Stanley | 3.93% |
| WMT Walmart Inc | 3.88% |
| JPM JPMorgan Chase & Co | 3.73% |
| XOM Exxon Mobil Corp | 3.67% |
| KO Coca-Cola Co/The | 3.06% |
| PM Philip Morris International Inc | 2.75% |
| GOOGL Alphabet Inc | 2.75% |
| JNJ Johnson & Johnson | 2.64% |
| DUK Duke Energy Corp | 2.62% |
More on SWDSX.
- SWDSX overview
- SWDSX holdings
- SWDSX risk
- SWDSX costs
- SWDSX money in and out
- SWDSX share classes
- Compare SWDSX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.