Schwab Small-Cap Equity FundSWSCX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$717.3M
Expense ratio
1.09%
1-year return
+46.8%
3 years, a year
+19.7%
5 years, a year
+9.7%
Holdings
349
What it aims to do.
The fund seeks long-term capital growth.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| BE Bloom Energy Corp | 1.94% |
| ASB Associated Banc-Corp | 1.34% |
| AX Axos Financial Inc | 1.25% |
| IBOC International Bancshares Corp | 1.06% |
| JOBY Credo Technology Group Holding Ltd | 1.04% |
| ENVA Enova International Inc | 1.03% |
| JOBY Fabrinet | 0.98% |
| OUT Outfront Media Inc | 0.97% |
| FIX Comfort Systems USA Inc | 0.97% |
| ENS EnerSys | 0.97% |
More on SWSCX.
- SWSCX overview
- SWSCX holdings
- SWSCX risk
- SWSCX costs
- SWSCX money in and out
- SWSCX share classes
- Compare SWSCX 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.