Schwab U.S. Mid-Cap Index FundSWMCX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$2.6B
Expense ratio
0.04%
1-year return
+17.9%
3 years, a year
+16.8%
5 years, a year
+8.0%
12-month yield
1.87%
Holdings
794
What it aims to do.
The funds goal is to track the performance of a benchmark index that measures the total return of mid capitalization U.S. stocks.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| SNDK Sandisk Corp/DE | 1.16% |
| WDC Western Digital Corp | 1.09% |
| GLW Corning Inc | 0.95% |
| VRT Vertiv Holdings Co | 0.92% |
| PWR Quanta Services Inc | 0.79% |
| HWM Howmet Aerospace Inc | 0.72% |
| BNY Bank of New York Mellon Corp/The | 0.68% |
| CMI Cummins Inc | 0.68% |
| VLO Valero Energy Corp | 0.57% |
| MPWR Monolithic Power Systems Inc | 0.55% |
More on SWMCX.
- SWMCX overview
- SWMCX holdings
- SWMCX risk
- SWMCX costs
- SWMCX money in and out
- SWMCX share classes
- Compare SWMCX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.