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Logo for Fund Schwab Core Equity

Schwab Core Equity (SWANX)

NASDAQ Currency in USD
$91.00
+$0.44
+0.49%
Last Update: 18 Jul 2026, 03:18
$1.49bn
Assets Under Management
73.00%
Expense Ratio
1.78%
Forward Dividend Yield
$63.45-$122.06
52 Week Range

SWANX Price Chart

Explore Schwab Core Equity interactive price chart. Choose custom timeframes to analyze SWANX price movements and trends.

SWANX Fund Profile

Key details and information about Schwab Core Equity (SWANX).

Sector Focus

Financial Services

Industry

Asset Management

Inception Date

28 Jun 1996

Country

US

Description

To pursue its investment objective, the fund invests primarily in U.S. stocks. Under normal circumstances, it pursues its goal by investing at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in equity securities of U.S. companies. The fund may invest in derivatives, principally futures contracts, primarily to seek returns on the fund’s otherwise uninvested cash assets. It may invest in exchange-traded funds (ETFs) and stocks of real estate investment trusts (REITs).

SWANX Fund Performance

View SWANX with an interactive analytics dashboard featuring price and candlestick charts, key metrics, holdings breakdowns, and dividend yield history. Open the template in Insights to customize and save it.

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