SF
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Schwab Fundamental U.S. Large Company Index Fund | SFLVXMutual Fund | |
| Schwab Fundamental U.S. Large Company Index Fund | |
| Last update 2025-06-27 | 743 Stocks (36 new) |
| Value $9.11 Bil | Turnover 4 % |
Schwab Fundamental U.S. Large ... Top Holdings of 2025-04-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 1,848,234 | 392,749.7 | -1.40% | 4.310 | -0.06% | 0.010 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
MSFT | Microsoft Corp | 607,955 | 240,300.3 | +5.88% | 2.640 | +0.15% | 0.010 | +35.37% | +20.48% | 3,759,901.0 | Software | |
XOM | Exxon Mobil Corp | 1,800,731 | 190,211.2 | +7.47% | 2.090 | +0.15% | 0.040 | +3.33% | +4.06% | 473,758.6 | Oil & Gas | |
JPM | JPMorgan Chase & Co | 680,705 | 166,514.1 | -10.98% | 1.830 | -0.23% | 0.020 | +23.79% | +25.81% | 815,993.3 | Banks | |
BRK.B | Berkshire Hathaway Inc | 298,815 | 159,343.1 | -15.17% | 1.750 | -0.26% | 0.010 | -8.39% | +6.48% | 1,040,746.7 | Insurance | |
WMT | Walmart Inc | 1,437,811 | 139,827.1 | -10.27% | 1.530 | -0.17% | 0.020 | +1.00% | +6.45% | 763,566.4 | Retail - Defensive | |
META | Meta Platforms Inc | 243,614 | 133,744.1 | -12.70% | 1.470 | -0.25% | 0.010 | +37.26% | +22.08% | 1,794,173.6 | Interactive Media | |
AMZN | Amazon.com Inc | 719,528 | 132,695.4 | -0.05% | 1.460 | 0% | 0.010 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
T | AT&T Inc | 4,787,762 | 132,621.0 | -8.35% | 1.460 | -0.11% | 0.070 | +3.08% | +25.97% | 198,717.8 | Telecommunication Services | |
GOOGL | Alphabet Inc | 792,569 | 125,860.0 | +4.67% | 1.380 | +0.06% | 0.010 | +22.60% | +0.73% | 2,315,381.3 | Interactive Media |
Schwab Fundamental U.S. Large Company Index Fund's Historical Top Holdings Breakdowns
Schwab Fundamental U.S. Large Company Index Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 2025-04-30 | Reduce Reduce | -0.26% | 464.61 ($506.31) 537.72 | $482.63 | -4.68% | Reduce -15.17% | 298,815 | -53,449 | |
META | Meta Platforms Inc | 2025-04-30 | Reduce Reduce | -0.25% | 484.66 ($612.43) 736.67 | $713.58 | 16.52% | Reduce -12.7% | 243,614 | -35,452 | |
JPM | JPMorgan Chase & Co | 2025-04-30 | Reduce Reduce | -0.23% | 210.28 ($248.02) 279.95 | $296.76 | 19.65% | Reduce -10.98% | 680,705 | -83,926 | |
WFC | Wells Fargo & Co | 2025-04-30 | Reduce Reduce | -0.20% | 60.98 ($72.19) 81.42 | $83.70 | 15.94% | Reduce -14.76% | 1,408,761 | -243,867 | |
C | Citigroup Inc | 2025-04-30 | Reduce Reduce | -0.19% | 58.13 ($72.04) 84.63 | $95.99 | 33.25% | Reduce -15.42% | 1,229,079 | -224,124 | |
WMT | Walmart Inc | 2025-04-30 | Reduce Reduce | -0.17% | 81.79 ($93.24) 105.05 | $95.68 | 2.62% | Reduce -10.27% | 1,437,811 | -164,543 | |
MSFT | Microsoft Corp | 2025-04-30 | Add Add | +0.15% | 354.56 ($391.17) 416.13 | $505.87 | 29.32% | Add 5.88% | 607,955 | 33,776 | |
XOM | Exxon Mobil Corp | 2025-04-30 | Add Add | +0.15% | 99.93 ($109.77) 119.04 | $109.93 | 0.15% | Add 7.47% | 1,800,731 | 125,165 | |
BRK.A | Berkshire Hathaway Inc | 2025-04-30 | Add Add | +0.14% | 696552 ($759509) 806684 | $723,120.00 | -4.79% | Add 26.23% | 77 | 16 | |
BAC | Bank of America Corp | 2025-04-30 | Reduce Reduce | -0.12% | 34.39 ($41.85) 47.74 | $48.14 | 15.03% | Reduce -9.55% | 2,334,478 | -246,392 |
Schwab Fundamental U.S. Large Company Index Fund Total Holding History ($B)
Schwab Fundamental U.S. Large Company Index Fund's Asset Allocation
Schwab Fundamental U.S. Large Company Index Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Schwab Fundamental U.S. Large Company Index Fund's Hypothetical Growth since 2025-04-30
Schwab Fundamental U.S. Large Company Index Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Schwab Fundamental U.S. Large Company Index Fund's Holdings Heat Map
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Schwab Fundamental U.S. Large Company Index Fund's Holdings Bubble Chart
Schwab Fundamental U.S. Large Company Index Fund News
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