Schwab U.S. Large-Cap Growth Index Fund (SWLGX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
16.01
+0.06 (0.38%)
Apr 7, 2026, 8:07 AM EST
Fund Assets4.39B
Expense Ratio0.035%
Min. Investment$0.00
Turnover16.00%
Dividend (ttm)0.08
Dividend Yield0.50%
Dividend Growth3.09%
Payout FrequencyAnnual
Ex-Dividend DateDec 12, 2025
Previous Close15.95
YTD Return-8.67%
1-Year Return33.14%
5-Year Return78.31%
52-Week Low11.87
52-Week High18.26
Beta (5Y)1.16
Holdings389
Inception DateDec 20, 2017

About SWLGX

The fund's goal is to track the performance of a benchmark index that measures the total return of large capitalization U.S. growth stocks.

Fund Family Schwab
Category Large Growth
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol SWLGX
Index Russell 1000 Growth TR

Performance

SWLGX had a total return of 33.14% in the past year, including dividends. Since the fund's inception, the average annual return has been 16.02%.

Top 10 Holdings

57.52% of assets
NameSymbolWeight
NVIDIA CorporationNVDA12.11%
Apple Inc.AAPL11.28%
Microsoft CorporationMSFT8.59%
Broadcom Inc.AVGO4.56%
Amazon.com, Inc.AMZN4.30%
Meta Platforms, Inc.META3.74%
Alphabet Inc.GOOGL3.57%
Tesla, Inc.TSLA3.56%
Eli Lilly and CompanyLLY2.92%
Alphabet Inc.GOOG2.90%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 12, 2025$0.080Dec 12, 2025
Dec 13, 2024$0.0776Dec 13, 2024
Dec 28, 2023$0.00313Dec 28, 2023
Dec 8, 2023$0.07214Dec 8, 2023
Dec 9, 2022$0.07343Dec 9, 2022
Dec 10, 2021$0.19775Dec 10, 2021
Full Dividend History