Schwab Small Cap Index Fund Quote

SWSSX Fund  USD 39.95  0.86  2.11%   

Performance

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Odds Of Distress

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Schwab Small-cap is trading at 39.95 as of the 17th of October 2025; that is 2.11 percent down since the beginning of the trading day. The fund's open price was 40.81. Schwab Small-cap has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat good performance during the last 90 days. The performance scores are derived for the period starting the 19th of July 2025 and ending today, the 17th of October 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in these stocks typically, the actual percentage is considerably higher. Schwab Small-Cap is traded on NASDAQ Exchange in the United States. More on Schwab Small Cap Index

Moving together with Schwab Mutual Fund

  0.75LGILX Laudus Large CapPairCorr
  0.75SWBRX Schwab Target 2010PairCorr
  0.77SWCAX Schwab California TaxPairCorr
  0.75SWCGX Schwab MarkettrackPairCorr
  0.72SWANX Schwab E EquityPairCorr
  0.68SWAGX Schwab Aggregate BondPairCorr

Schwab Mutual Fund Highlights

Thematic IdeaSmall Blend Funds (View all Themes)
Fund ConcentrationSchwab Funds, Large Funds, Small Blend Funds, Small Blend Funds, Small Blend, Schwab Funds, Large, Small Blend (View all Sectors)
Update Date30th of September 2025
Expense Ratio Date27th of February 2023
Fiscal Year EndOctober
Schwab Small Cap Index [SWSSX] is traded in USA and was established 17th of October 2025. Schwab Small-cap is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Schwab Funds family. The entity is thematically classified as Small Blend Funds. This fund at this time has accumulated 5.54 B in assets with no minimum investment requirementsSchwab Small Cap is currently producing year-to-date (YTD) return of 1.26% with the current yeild of 0.02%, while the total return for the last 3 years was 10.51%.
Check Schwab Small-cap Probability Of Bankruptcy

Instrument Allocation

Top Schwab Small Cap Index Mutual Fund Constituents

TTDTrade DeskStockInformation Technology
FGENFibroGenStockHealth Care
ARWRArrowhead PharmaceuticalsStockHealth Care
EMEEMCOR GroupStockIndustrials
IRTCiRhythm TechnologiesStockHealth Care
MTGMGIC Investment CorpStockFinancials
OGSOne GasStockUtilities
WWDWoodwardStockIndustrials
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Schwab Small-cap Top Holders

SWCGXSchwab Markettrack ServativeMutual FundAllocation--30% to 50% Equity
SWBGXSchwab Markettrack BalancedMutual FundAllocation--50% to 70% Equity
SWEGXSchwab Markettrack AllMutual FundAllocation--85%+ Equity
SWHGXSchwab Markettrack GrowthMutual FundAllocation--70% to 85% Equity
EVAGXEvaluator Aggressive RmsMutual FundAllocation--85%+ Equity
EVFGXEvaluator Aggressive RmsMutual FundAllocation--85%+ Equity
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Schwab Small Cap Risk Profiles

Schwab Small-cap Against Markets

Other Information on Investing in Schwab Mutual Fund

Schwab Small-cap 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 Small-cap security.
Aroon Oscillator
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Pair Correlation
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Performance Analysis
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