Schwab U.S. Large-Cap Value Index FundSWLVX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$1.1B
Expense ratio
0.03%
1-year return
+29.2%
3 years, a year
+16.7%
5 years, a year
+10.3%
Holdings
857
What it aims to do.
The funds goal is to track the performance of a benchmark index that measures the total return of large capitalization U.S. value stocks.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| BRK-B Berkshire Hathaway Inc | 2.65% |
| JPM JPMorgan Chase & Co | 2.58% |
| GOOGL Alphabet Inc | 2.41% |
| AMZN Amazon.com Inc | 2.12% |
| XOM Exxon Mobil Corp | 1.98% |
| GOOG Alphabet Inc | 1.95% |
| MU Micron Technology Inc | 1.76% |
| JNJ Johnson & Johnson | 1.68% |
| WMT Walmart Inc | 1.57% |
| INTC Intel Corp | 1.27% |
More on SWLVX.
- SWLVX overview
- SWLVX holdings
- SWLVX risk
- SWLVX costs
- SWLVX money in and out
- SWLVX share classes
- Compare SWLVX 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.