Schwab Dividend Equity Fund Quote

SWDSX Fund  USD 17.10  0.09  0.53%   

Performance

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Odds Of Distress

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Schwab Dividend is trading at 17.10 as of the 24th of June 2025; that is 0.53 percent up since the beginning of the trading day. The fund's open price was 17.01. Schwab Dividend has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 25th of May 2025 and ending today, the 24th of June 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in dividend paying common and preferred stocks. Schwab Dividend is traded on NASDAQ Exchange in the United States. More on Schwab Dividend Equity

Moving together with Schwab Mutual Fund

  0.85LGILX Laudus Large CapPairCorr
  0.96SWBRX Schwab Target 2010PairCorr
  0.89SWCGX Schwab MarkettrackPairCorr
  0.97SWANX Schwab E EquityPairCorr

Schwab Mutual Fund Highlights

Fund ConcentrationSchwab Funds, Large Value Funds, Large Value, Schwab Funds (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date27th of February 2023
Fiscal Year EndOctober
Schwab Dividend Equity [SWDSX] is traded in USA and was established 24th of June 2025. Schwab Dividend is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Schwab Funds family. This fund at this time has accumulated 493.1 M in assets with no minimum investment requirementsSchwab Dividend Equity is currently producing year-to-date (YTD) return of 4.69% with the current yeild of 0.02%, while the total return for the last 3 years was 8.87%.
Check Schwab Dividend Probability Of Bankruptcy

Instrument Allocation

Top Schwab Dividend Equity Mutual Fund Constituents

PCGPGE CorpStockUtilities
EXCExelonStockUtilities
AMGNAmgen IncStockHealth Care
RGAReinsurance Group ofStockFinancials
VZVerizon CommunicationsStockCommunication Services
TATT IncStockCommunication Services
BACBank of AmericaStockFinancials
COFCapital One FinancialStockFinancials
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Schwab Dividend Top Holders

SWKRXSchwab Monthly IncomeMutual FundAllocation--30% to 50% Equity
SWNRXSchwab Target 2050Mutual FundTarget-Date 2050
SWORXSchwab Target 2055Mutual FundTarget-Date 2055
SWPRXSchwab Target 2060Mutual FundTarget-Date 2060+
SWMRXSchwab Target 2045Mutual FundTarget-Date 2045
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Schwab Dividend Equity Risk Profiles

Schwab Dividend Against Markets

Other Information on Investing in Schwab Mutual Fund

Schwab Dividend 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 Dividend security.
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