Schwab 1000 Index Fund

SCHWAB INVESTMENTS · 1 share class

U.S. equity index fund
One fund, 1 share class:SNXFX
$21.40B NAV
990 positions · as of 2026-04-30 · filed 2026-06-25

Fund classification

Classified from what the fund holds · as of 2026 Q2

Schwab 1000 Index Fund is a U.S. equity index fund that tracks the Schwab 1000 Index. 21% of SNXFX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 96% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Index (passive)
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2026 Q1

The funds goal is to match the total return of the Schwab 1000 Index .

Strategy · summarised

The fund seeks to match the total return of the Schwab 1000 Index, a float-adjusted market-capitalization-weighted index of the 1,000 largest U.S. publicly traded companies, by holding stocks in the same weights as the index, though it may deviate from index weights to minimize trading costs, manage taxes, or address liquidity. The fund uses futures contracts and securities lending to reduce the performance gap that arises from expenses and cash holdings. Because the fund may weight individual stocks differently than the index, its returns may diverge from the index.

Expenses
0.05%one share class
Share classExpense ratio
SNXFX0.05%

Portfolio turnover 3.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

100.01%
of net assets
Stocks99.75%
Cash & short-term0.24%
Derivatives0.01%

Derivatives are shown at market value, not notional exposure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Information Technology33.2%
Financials11.9%
Communication Services10.4%
Consumer Discretionary9.8%
10 smaller34.6%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
21%of stock holdings in top-quartile growers
covering 96% of the fund’s equity
Earnings growth
27%of stock holdings in top-quartile growers
covering 88% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 6 new13 exited

Largest new: Amcor PLC, Chicago Mercantile Exchange ×2, PIPR, Versigent PLC, RNA

Largest exited: Amcor PLC, Exact Sciences Corp, Hologic Inc, CMA, Dayforce Inc, Avidity Biosciences Inc, Confluent Inc, Cadence Bank

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+30.76%
3-year
+79.52%
5-year
+78.11%
Volatility
13.40%
Worst 3-yr fall
-8.71%
Cumulative return· May 2023 – Apr 2026

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
NVIDIA CorpNVDA7.23%$1.55B
Apple IncAAPL5.94%$1.27B
Microsoft CorpMSFT4.52%$966.49M
Amazon.com IncAMZN3.86%$826.49M
Alphabet IncGOOGL3.34%$715.10M
Broadcom IncAVGO2.95%$631.70M
Alphabet IncGOOG2.66%$570.14M
Meta Platforms IncMETA2.00%$427.23M
Tesla IncTSLA1.60%$342.58M
Berkshire Hathaway IncBRK/B1.29%$277.21M
Showing 10 of 990Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 35.40% of net assets, top 25 47.22%, across 988 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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