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SWTSX
FollowFigures below come straight from SEC filings: every number is the company's own, on the record.
Revenue
-
Net income
-
as filed with the SEC
Institutions holding
9
+2 last quarter
Overview · Schwab Total Stock Market Index
The fund generally invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) 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 fund may invest in derivatives, principally futures contracts, and lend its securities to minimize the gap in performance that naturally exists…
Fund profile
Fees
0.03% expense ratio ; higher than 9% of the 77 funds we track
Total return · dividends reinvested
| Window | This fund | S&P 500 (SPY) |
|---|---|---|
| YTD | +13.4% | +13.3% |
| 1 year | +17.4% | +17.5% |
| 3 years | +81.8% | +83.1% |
| 5 years | +75.2% | +84.1% |
From split- and dividend-adjusted closes in our own price store. Dashes mean our price history does not reach that far back.
Holdings
Constituent-level holdings are not synced for this fund (vendor coverage gap, not an empty fund). 13F filers who hold it still appear under institutional ownership.
Why there is no desk report here: the analyst desk argues over a company's own SEC filings, and funds do not file 10-Ks or earnings. Signals computed from price history still apply; the evidence-based desk does not.
What history says when its signals fire
Every signal Moneyta surfaces carries its full base-rate history: how often it beat the index, and how often it didn't. See the evidence
The desk's Snapshot
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The full desk report
Seven AI analysts read the filings and argue both sides. What survives, with every claim cited, for members.
Who holds it, who's buying Gold
Full holder table, quarter-over-quarter flows, insider transactions, and the conviction screen.
Largest holder
Net flow last quarter
Insider buys, 90d
Further reading
Source: SEC EDGAR (XBRL company facts, form 13F-HR). Educational analysis of published data: insight, not advice.