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SWDSX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Schwab Dividend Equity (SWDSX) Ownership - Who owns Schwab Dividend Equity?

Category: @Large Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Category

Large Value

Address

Schwab Capital Trust211 Main StreetSan Francisco

Phone

N/A

Web

www.schwab.com

Details

Group

Domestic Stock Funds

Category

Large Value

Total Expense Ratio

N/A

Min. Initial Investment

N/A

Fund Existence

about 21 years

Turnover

8.00

Front Load

N/A

Net Assets

565482050.00

Manager Tenure

N/A

Fundamentals

SWDSX

Net Assets

565M

Fund Existence

about 21 years

Turnover

8.00

Total Expense Ratio

N/A

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

0

Min. Initial Investment IRA

N/A

Morningstar Category

Large Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

N/A

Assets in Top Ten Holdings

156M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

No

Fund Share Class Net Assets

565M

Fund Type

OpenEnd

Index Fund

No

Management Fee

N/A

Modified Duration

N/A

No Load Fund

No

Number of Long Holdings

57.00

Number of Net Holdings

N/A

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

N/A

Gain YTD

21.084

Annual Yield % from dividends

1.92

Returns for 1 year

31.25

Returns for 3 years

2.77

Returns for 5 years

17.27

Returns for 10 years

-4.62

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General Information

Category LargeValue

Profile

Fundamentals

Details

Category

Large Value

Address

Schwab Capital Trust211 Main StreetSan Francisco

Phone

N/A

Web

www.schwab.com