Schwab Total is trading at 15.75 as of the 9th of September 2025; that is 0.19 percent up since the beginning of the trading day. The fund's open price was 15.72. Schwab Total has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 11th of June 2025 and ending today, the 9th of September 2025. Click here to learn more.
The fund generally invests at least 80 percent of its net assets in these stocks typically, the actual percentage is considerably higher. It generally gives the same weight to a given stock as the index does. The index is designed to measure all publicly traded stocks of companies headquartered in the United States for which pricing information is readily available the index contains 4,113 stocks as of December 31, 2023. More on Schwab Total Stock
Schwab Total Stock [SWTSX] is traded in USA and was established 9th of September 2025. Schwab Total is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Schwab Funds family. This fund at this time has accumulated 18.79 B in assets with no minimum investment requirementsSchwab Total Stock is currently producing year-to-date (YTD) return of 7.68% with the current yeild of 0.01%, while the total return for the last 3 years was 17.88%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Schwab Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Schwab Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Schwab Total Stock Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Schwab Mutual Fund
Schwab Total financial ratios help investors to determine whether Schwab Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Schwab with respect to the benefits of owning Schwab Total security.