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Financial Services

Schwab Core Equity Fund(SWANX)

Fund

Live Price

Offline

$25.66

+1.06% today

1Y Change

+9.67%

Window

Jun 23, 2025 โ†’ Jun 5, 2026

Market Cap
$1.39B
Dividend Yield
0.0%
50-Day Avg
โ€”
Exchange
NASDAQ

Coverage: 240 bars ยท Jun 23, 2025 โ†’ Jun 5, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Schwab Core Equity Fund (SWANX) is a fund with a market cap of $1.39B and listed on NASDAQ. The fund last traded around $25.66 and up 9.7% across the available one-year price window (Jun 23, 2025 โ†’ Jun 5, 2026). Stock Foundry combines SWANX price history, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

SWANX

โ€”

Normalized return

SPY

โ€”

S&P 500

Excess Return

โ€”

Relative to SPY

SWANX Max Drawdown

-15.58%

Trailing 1Y

SPY Max Drawdown

โ€”

Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for SWANX and SPY.

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SWANX Dividend History

Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.

Annual

Dividend Yield

No active yield

Trailing 12M Payout

$1.62

Last Payout

$1.62
Ex: Dec 16, 2025 ยท Pay: Dec 16, 2025
Ex-DateRecordPayDividendAdjFrequency
Dec 16, 2025Dec 15, 2025Dec 16, 2025$1.62$1.62Annual
Dec 17, 2024Dec 16, 2024Dec 17, 2024$1.95$1.95Annual
Dec 13, 2023Dec 12, 2023Dec 13, 2023$0.21$0.21Annual
Dec 14, 2022Dec 13, 2022Dec 14, 2022$2.79$2.79Annual
Dec 16, 2021Dec 15, 2021Dec 16, 2021$6.86$6.86Annual
Dec 16, 2020Dec 15, 2020Dec 16, 2020$1.13$1.13Annual
Dec 18, 2019Dec 17, 2019Dec 18, 2019$0.65$0.65Annual
Dec 14, 2018Dec 13, 2018Dec 14, 2018$2.73$2.73Annual
Dec 8, 2017Dec 7, 2017Dec 8, 2017$2.63$2.63Annual
Dec 12, 2016Dec 9, 2016Dec 12, 2016$0.34$0.34Annual
Dec 10, 2015Dec 9, 2015Dec 10, 2015$3.31$3.31Annual
Dec 9, 2014Dec 8, 2014Dec 9, 2014$3.73$3.73Annual
Dec 5, 2013Dec 4, 2013Dec 5, 2013$1.89$1.89Annual
Dec 6, 2012Dec 5, 2012Dec 6, 2012$0.17$0.17Annual
Aug 31, 2012Aug 30, 2012Aug 31, 2012$0.17$0.17Special
Dec 22, 2011Dec 21, 2011Dec 22, 2011$0.17$0.17Annual
Dec 23, 2010Dec 22, 2010Dec 23, 2010$0.17$0.17Annual
Dec 23, 2009Dec 22, 2009Dec 23, 2009$0.15$0.15Annual
Dec 23, 2008Dec 22, 2008Dec 23, 2008$0.22$0.22Annual
Dec 20, 2007Dec 19, 2007Dec 20, 2007$0.18$0.18Annual
Dec 21, 2006Dec 20, 2006Dec 21, 2006$0.42$0.42Annual
Dec 22, 2005Dec 21, 2005Dec 23, 2005$0.09$0.09Annual
Dec 17, 2004Dec 16, 2004Dec 20, 2004$0.16$0.16Annual
Dec 19, 2003Dec 18, 2003Dec 22, 2003$0.11$0.11Annual
Dec 13, 2002Dec 12, 2002Dec 16, 2002$0.07$0.07Annual
Dec 21, 2001Dec 20, 2001Dec 24, 2001$0.08$0.08Annual
Dec 22, 2000โ€”โ€”$1.52$1.52Annual
Dec 23, 1999โ€”โ€”$1.51$1.51Annual
Dec 24, 1998โ€”โ€”$0.66$0.66Annual
Dec 21, 1998Dec 18, 1998Dec 31, 1998$0.09$0.09Annual
Dec 26, 1997Dec 26, 1997Dec 29, 1997$1.46$1.46Annual
Dec 26, 1996Dec 26, 1996Dec 27, 1996$0.20$0.20Irregular
No upcoming dividends in the next 90 days

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