Schwab S&P 500 Index PortfolioSWP1Z

ETFSchwab
Type
ETF
Peer group
US equity: large companies
Net assets
$3.2B
Expense ratio
0.03%
1-year return
+17.8%
3 years, a year
+18.3%
5 years, a year
+12.0%
Holdings
504

What it aims to do.

The funds goal is to track the total return of the S&P 500 Index.

Top 10 holdings.

Holding% of fund
NVDA NVIDIA Corp7.53%
AAPL Apple Inc6.62%
MSFT Microsoft Corp4.88%
AMZN Amazon.com Inc3.62%
GOOGL Alphabet Inc2.97%
AVGO Broadcom Inc2.61%
GOOG Alphabet Inc2.38%
META Meta Platforms Inc2.23%
TSLA Tesla Inc1.86%
BRK-B Berkshire Hathaway Inc1.56%

More on SWP1Z.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.