Schwab Small-cap Financials

SWSSX Fund  USD 41.37  0.75  1.78%   
Financial data analysis helps to confirm if markets are presently mispricing Schwab Small-cap. We are able to interpolate and collect sixteen available drivers for Schwab Small Cap Index, which can be compared to its competition. The fund experiences a somewhat bearish sentiment, but the market may correct it shortly. Check odds of Schwab Small-cap to be traded at $40.13 in 90 days.
  
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Schwab Small-cap Fund Summary

Schwab Small-cap competes with Oakmark Select, Emerging Markets, Amg Yacktman, Diamond Hill, and Mfs Growth. The fund normally invests at least 80 percent of its net assets in these stocks typically, the actual percentage is considerably higher. It generally will seek to replicate the performance of the index by giving the same weight to a given stock as the index does. The fund may invest in derivatives, principally futures contracts, and lend its securities to minimize the gap in performance that naturally exists between any index fund and its corresponding index.
Specialization
Small Blend, Large
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
ISINUS8085098486
Business AddressSchwab Capital Trust
Mutual Fund FamilySchwab Funds
Mutual Fund CategorySmall Blend
BenchmarkDow Jones Industrial
Phone877 824 5615
CurrencyUSD - US Dollar

Schwab Small-cap Key Financial Ratios

Schwab Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Schwab Small-cap's current stock value. Our valuation model uses many indicators to compare Schwab Small-cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Schwab Small-cap competition to find correlations between indicators driving Schwab Small-cap's intrinsic value. More Info.
Schwab Small Cap Index is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about  0.97  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Schwab Small Cap Index is roughly  1.03 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Schwab Small-cap's earnings, one of the primary drivers of an investment's value.
Schwab Small Cap Index is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Blend category is currently estimated at about 57 Billion. Schwab Small-cap retains roughly 7.25 Billion in net asset claiming about 13% of funds listed under Small Blend category.

Schwab Small-cap February 6, 2026 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Schwab Small-cap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Schwab Small Cap Index. We use our internally-developed statistical techniques to arrive at the intrinsic value of Schwab Small Cap Index based on widely used predictive technical indicators. In general, we focus on analyzing Schwab Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Schwab Small-cap's daily price indicators and compare them against related drivers.

Other Information on Investing in Schwab Mutual Fund

Schwab Small-cap financial ratios help investors to determine whether Schwab Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Schwab with respect to the benefits of owning Schwab Small-cap security.
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