Schwab Small-Cap Index FundSWSSX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$7.2B
Expense ratio
0.04%
1-year return
+26.5%
3 years, a year
+17.5%
5 years, a year
+6.9%
Holdings
1,925
What it aims to do.
The funds goal is to track the performance of a benchmark index that measures the total return of small capitalization U.S. stocks.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| BE Bloom Energy Corp | 1.88% |
| State Street Institutional US Government Money Market Fund | 1.37% |
| JOBY Credo Technology Group Holding Ltd | 0.85% |
| JOBY Fabrinet | 0.75% |
| CDE Coeur Mining Inc | 0.56% |
| NXT Nextpower Inc | 0.53% |
| ECHO EchoStar Corp | 0.51% |
| TTMI TTM Technologies Inc | 0.49% |
| IONQ IonQ Inc | 0.47% |
| STRL Sterling Infrastructure Inc | 0.47% |
More on SWSSX.
- SWSSX overview
- SWSSX holdings
- SWSSX risk
- SWSSX costs
- SWSSX money in and out
- SWSSX share classes
- Compare SWSSX 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.