Fund comparison · from official SEC filings
SCHB vs SWTSX: how much do they overlap?
Schwab U.S. Broad Market ETF and Schwab Total Stock Market Index Fund
vs
SCHB and SWTSX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
SCHB
SWTSX
N
NVDANVIDIA CORP
7.01%
6.95%
A
AAPLAPPLE INC
6.26%
5.71%
M
MSFTMICROSOFT CORP
4.57%
4.34%
A
AMZNAMAZON.COM INC
3.61%
3.71%
G
GOOGLALPHABET INC-CL A
3.03%
3.21%
A
AVGOBROADCOM INC
2.89%
2.84%
G
GOOGALPHABET INC-CL C
2.41%
2.56%
M
METAMETA PLATFORMS INC-CLASS A
1.89%
1.92%
T
TSLATESLA INC
1.67%
1.54%
M
MUMICRON TECHNOLOGY INC
1.49%
0.83%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.19%
1.25%
J
JPMJPMORGAN CHASE & CO
1.10%
1.21%
L
LLYELI LILLY & CO
1.20%
1.06%
A
AMDADVANCED MICRO DEVICES
1.15%
0.83%
E
EXMOCEXXON MOBIL CORP
0.83%
0.92%
W
WMTWALMART INC
0.69%
0.83%
V
VVISA INC-CLASS A SHARES
0.75%
0.79%
J
JNJJOHNSON & JOHNSON
0.74%
0.79%
I
INTCINTEL CORP
0.74%
0.64%
C
CSCOCISCO SYSTEMS INC
0.65%
0.52%
C
COSTCOSTCO WHOLESALE CORP
0.58%
0.65%
C
CATCATERPILLAR INC
0.56%
0.59%
M
MAMASTERCARD INC - A
0.55%
0.59%
N
NFLXNETFLIX INC
0.50%
0.57%
L
LRCXLAM RESEARCH CORP
0.54%
0.46%
Only in SCHB
?
—HONEYWELL INTERNATIONAL INC
0.21%
C
CBRSCEREBRAS SYSTEMS INC - A
0.01%
F
FRVOFERVO ENERGY CO-A
0.00%
?
—TECNOGLASS INC
0.00%
R
RPDRAPID7 INC
0.00%
X
XRXXEROX HOLDINGS CORP
0.00%
B
BLNDBLEND LABS INC-A
0.00%
?
—Alight Inc
0.00%
T
THRYTHRYV HOLDINGS INC
0.00%
S
SPTSPROUT SOCIAL INC - CLASS A
0.00%
A
ACHACCENDRA HEALTH INC
0.00%
P
PACKRANPAK HOLDINGS CORP
0.00%
U
UPBUPSTREAM BIO INC
0.00%
R
RBBNRIBBON COMMUNICATIONS INC
0.00%
H
HCATHEALTH CATALYST INC
0.00%
F
FCFRANKLIN COVEY CO
0.00%
X
XPOFXPONENTIAL FITNESS INC-A
0.00%
S
SWIMLATHAM GROUP INC
0.00%
F
FNKOFUNKO INC-CLASS A
0.00%
K
KLCKINDERCARE LEARNING COS INC
0.00%
O
OSGOCTAVE SPECIALTY GROUP INC
0.00%
H
HPKHIGHPEAK ENERGY INC
0.00%
R
RMAXRE/MAX HOLDINGS INC-CL A
0.00%
S
SGHTSIGHT SCIENCES INC
0.00%
M
MNTKMONTAUK RENEWABLES INC
0.00%
Only in SWTSX
H
HONHONEYWELL INTERNATIONAL INC
0.19%
C
CTRACOTERRA ENERGY INC
0.04%
4
430TERNS PHARMACEUTICALS INC
0.01%
A
AXTIAXT INC
0.01%
1
1JKAPELLIS PHARMACEUTICALS INC
0.01%
T
T86TRI POINTE HOMES INC
0.01%
6
6XCSOLENO THERAPEUTICS INC
0.00%
H
HYMCHYCROFT MINING HOLDING CO-A
0.00%
?
—CSG Systems International Inc
0.00%
C
CAPRCAPRICOR THERAPEUTICS INC
0.00%
?
—Veris Residential Inc
0.00%
U
UAMYUNITED STATES ANTIMONY CORP
0.00%
B
BWBABCOCK & WILCOX ENTERPR
0.00%
I
INBXINHIBRX BIOSCIENCES INC
0.00%
P
PVLAPALVELLA THERAPEUTICS INC
0.00%
C
CRVSCORVUS PHARMACEUTICALS INC
0.00%
K
KODKEASTMAN KODAK CO
0.00%
T
TGLSTECNOGLASS INC
0.00%
L
LCIDLUCID GROUP INC
0.00%
N
NWPXNWPX INFRASTRUCTURE INC
0.00%
G
GRDNGUARDIAN PHRMCY SERVICES-A
0.00%
T
TET1 ENERGY INC
0.00%
A
AIPARTERIS INC
0.00%
U
URGUR-ENERGY INC
0.00%
C
CTMXCYTOMX THERAPEUTICS INC
0.00%
Hold SCHB and SWTSX together? See your combined true holdings, overlap, and blended fees — free, no signup.
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.