Schwab Select Large Cap Growth Fund

LAUDUS TRUST · 1 share class

Actively managed U.S. equity fund
One fund, 1 share class:LGILX
$2.19B NAV
114 positions · as of 2026-06-30 · filed 2026-08-25

Fund classification

Classified from what the fund holds · as of 2026 Q2

Schwab Select Large Cap Growth Fund is an actively managed U.S. equity fund. 37% of LGILX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 95% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2025 Q3

The fund seeks long-term capital appreciation.

Strategy · summarised

The fund allocates its assets among multiple subadvisers, each of whom manages a portion under Schwab Asset Management's supervision and applies its own securities selection process within assigned parameters tied to a specific investment style. The fund invests at least 80% of net assets in U.S. large-capitalization equity securities (those with market capitalization of at least $3 billion), with up to 20% in foreign equities. Because each subadviser exercises discretion over its assigned securities within its style parameters, the fund's actual holdings and performance may diverge from what any single investment approach would produce.

Expenses
0.73%one share class
Share classExpense ratio
LGILX0.73%

Portfolio turnover 26.00% · as of 2025 Q3

Allocation

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

99.84%
of net assets
Stocks94.93%
Cash & short-term4.88%
Derivatives0.03%

Look-through blends 1 underlying fund; 1.305% of NAV was not looked through and stays direct-classified.

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 Technology46.0%
Communication Services13.2%
Industrials8.8%
Consumer Discretionary8.1%
8 smaller23.9%

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
37%of stock holdings in top-quartile growers
covering 95% of the fund’s equity
Earnings growth
39%of stock holdings in top-quartile growers
covering 84% 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: 17 new24 exited

Largest new: GLW, Invesco QQQ Trust Series 1, MU, SNDK, CAT, DELL, State Street SPDR S&P 500 ETF Trust, Ascendis Pharma A/S

Largest exited: REGN, Ascendis Pharma A/S, BABA, ABT, PODD, ABBV, TSCO, DG

Return profile

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

1-year
+27.74%
3-year
+91.58%
5-year
+57.50%
Volatility
17.29%
Worst 3-yr fall
-11.92%
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

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

Issuer%NAVValue
NVIDIA CorpNVDA13.19%$288.49M
Alphabet IncGOOGL9.79%$214.27M
Apple IncAAPL5.24%$114.70M
State Street Institutional US Government Money Market FundGVMXX4.88%$106.67M
Amazon.com IncAMZN3.72%$81.43M
Tesla IncTSLA3.67%$80.25M
Microsoft CorpMSFT3.30%$72.20M
Broadcom IncAVGO2.88%$62.96M
Eli Lilly & CoLLY2.80%$61.28M
Meta Platforms IncMETA2.26%$49.43M
Showing 10 of 114Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 51.73% of net assets, top 25 72.16%, across 114 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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