Schwab Small-Cap Index Fund

211 MAIN STREET,
SAN FRANCISCO , CA, 94105

Rank

Rank Universe

Summary

The fund seeks to replicate total return performance of the benchmark index before fees and expenses by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The process seeks to replicate the performance of the benchmark index, holding each security in approximately the same proportion as its weighting in the Index.

Link

Directors

Jan 11, 2024
  • Michael J. Beer
  • Nancy F. Heller
  • Richard A. Wurster
  • Walter W. Bettinger II
  • David L. Mahoney
  • Kimberly S. Patmore
  • Jean Derek Penn
  • Jane P. Moncreiff
  • Robert W. Burns

Chief Compliance Officer

  • Jessica Seidlitz

Price

  • $35.85 ( +0.22 ) Nov 1, 2024 Last Close
  • Net Assets
  • $5.7B
    Mar 26, 2024
    More
  • 52-Week High/Low
  • $0 - $0
  • Turnover
  • 18.7%
  • Expense Ratio
  • 0.04%

Documents

Prospectus

Annual Reports

Performance

YTD

-0.8%

3 Year

-12.62%

5 Year

22.19%

Best

42.56%

2003

Worst

-34.97%

2008

Alpha

SWSSX Russell 2000 Index

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