Schwab E Equity Fund Key Technical Indicators

SWANX Fund

USD 25.70 -0.13 -0.50%

SCHWAB CORE is classified in the Large Blend category and is typically evaluated through NAV behavior, yield profile, volatility, and portfolio exposure rather than operating-company ratios. Reported net assets are about $1.4 billion, while annual yield stands near 0.4%. Reported portfolio mix is approximately 99.08% equity and 92.0% cash. In recent trading, momentum metrics show RSI of 61 for SCHWAB CORE, indicating sustained upward pressure. This range suggests continued bullish bias without reaching extreme statistical levels.

Momentum

OversoldOverbought

61 · Positive

According to pricing data from the 12th of May 2026, SCHWAB CORE trades at 25.70 per share. Quantitative signals reflect Semi Deviation of 0.7538, risk adjusted performance of 0.0718, and Coefficient Of Variation of 1320.17. Volume-adjusted indicators are evaluated relative to historical ranges. Current technical signals are evaluated against industry dispersion.

Fund Screeners allow side-by-side comparison of key fund metrics across the broader universe. The system allows custom filter combinations across standardized fund data.

Annual Yield Peer Comparison

Peer comparison on Annual Yield is most useful for placing SCHWAB CORE against similar mutual funds in its category. This comparison is most informative when read with net asset value, yield, fees, and risk measures rather than on a standalone basis. Peer dispersion in Annual Yield across the category often reflects different investment mandates rather than simple quality differences.

Schwab E is currently under evaluation in annual yield among similar funds.

Fund Asset Allocation for SCHWAB CORE

The fund invests 99.08% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.92%) .

Asset allocation divides SCHWAB CORE's investment portfolio among different asset categories to balance risk and reward. By investing in a diversified mix of instruments aligned with investor objectives, SCHWAB CORE's can manage volatility. The allocation ensures that SCHWAB CORE's investments align with the goals, risk tolerance, and time horizon specified.

Mutual funds allocate assets by investing in a diversified portfolio of stocks, bonds, and cash. Fund managers actively manage this mix in response to changing market conditions and investment objectives. The balance between growth and income assets within the fund reflects its risk tolerance and return objectives.

Important Fund Metrics

	Cash Position Weight	0.92 %
	Equity Positions Weight	99.08 %
	Three Year Return	18.07 %
	Net Asset	1.4 B
	Annual Yield	0.004
	Five Year Return	11.11 %
	Year To Date Return	2.94 %
	One Year Return	23.29 %
	Ten Year Return	11.33 %

Financial Metrics, Fundamentals & Methodology

SCHWAB CORE can be interpreted through category peers and mandate consistency. Holdings breadth reduces concentration-related dispersion.

Schwab E Equity data is compiled from fund disclosures and market reference feeds and standardized for comparability. Reported income, balance-sheet, and cash-flow fields adhere to GAAP or IFRS presentation rules.

Editorial review and methodology oversight provided by: Raphi Shpitalnik, Junior Member of Macroaxis Editorial Board