Schwab US Large-Cap Value Index (SWLVX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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At close: 08:00PM EDT
Overall Portfolio Composition (%)
Cash0.24%
Stocks99.75%
Bonds0.00%
Others0.00%
Preferred0.00%
Convertable0.00%
Sector Weightings (%)
Sector(s)SWLVX
Basic Materials4.21%
Consumer Cyclical5.18%
Financial Services21.77%
Real Estate4.58%
Consumer Defensive7.85%
Healthcare13.85%
Utilities5.40%
Communication Services4.59%
Energy8.07%
Industrials13.96%
Technology10.53%
Equity Holdings
AverageSWLVXCategory Average
Price/Earnings0.050.06
Price/Book0.410.41
Price/Sales0.550.59
Price/Cashflow0.080.09
Median Market Cap77,226.57115,065.59
3 Year Earnings Growth16.8217.22
Bond Holdings
AverageSWLVXCategory Average
MaturityN/AN/A
DurationN/AN/A
Credit QualityN/AN/A
Bond Ratings
Sector(s)SWLVX
US Government0.00%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A
Top 10 Holdings (17.78% of Total Assets)
Get Quotes for Top Holdings| Name | Symbol | % Assets |
|---|---|---|
| Berkshire Hathaway Inc Class B | BRK-B | 3.50% |
| JPMorgan Chase & Co | JPM | 2.70% |
| Exxon Mobil Corp | XOM | 2.45% |
| Johnson & Johnson | JNJ | 1.63% |
| Procter & Gamble Co | PG | 1.45% |
| Walmart Inc | WMT | 1.30% |
| Chevron Corp | CVX | 1.29% |
| Bank of America Corp | BAC | 1.27% |
| Merck & Co Inc | MRK | 1.20% |
| Wells Fargo & Co | WFC | 0.99% |
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