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Financial Services

Schwab Capital Trust - Schwab U.S. Mid-Cap Index Fund(SWMCX)

Fund

Live Price

Offline

$16.32

+1.05% today

1Y Change

+20.28%

Window

Jun 23, 2025 โ†’ Jun 12, 2026

Market Cap
$2.37B
Dividend Yield
0.0%
50-Day Avg
โ€”
Exchange
NASDAQ

Coverage: 245 bars ยท Jun 23, 2025 โ†’ Jun 12, 2026

Research Briefing

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

Decision context

Research Snapshot

Schwab Capital Trust - Schwab U.S. Mid-Cap Index Fund (SWMCX) is a fund with a market cap of $2.37B and listed on NASDAQ. The fund last traded around $16.32 and up 20.3% across the available one-year price window (Jun 23, 2025 โ†’ Jun 12, 2026). Stock Foundry combines SWMCX 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

SWMCX

โ€”

Normalized return

SPY

โ€”

S&P 500

Excess Return

โ€”

Relative to SPY

SWMCX Max Drawdown

-8.15%

Trailing 1Y

SPY Max Drawdown

โ€”

Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for SWMCX and SPY.

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SWMCX 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

$0.31

Last Payout

$0.31
Ex: Dec 12, 2025 ยท Pay: Dec 12, 2025
Ex-DateRecordPayDividendAdjFrequency
Dec 12, 2025Dec 11, 2025Dec 12, 2025$0.31$0.31Annual
Dec 13, 2024Dec 12, 2024Dec 13, 2024$1.73$0.19Annual
Dec 8, 2023Dec 7, 2023Dec 8, 2023$0.88$0.18Annual
Dec 9, 2022Dec 8, 2022Dec 9, 2022$0.81$0.77Annual
Dec 10, 2021Dec 9, 2021Dec 10, 2021$1.84$0.13Annual
Dec 18, 2020Dec 17, 2020Dec 18, 2020$0.77$0.15Annual
Dec 20, 2019Dec 19, 2019Dec 20, 2019$1.12$0.13Annual
Dec 28, 2018Dec 27, 2018Dec 28, 2018$0.00$0.00Annual
Dec 21, 2018Dec 20, 2018Dec 21, 2018$0.50$0.42Irregular
No upcoming dividends in the next 90 days

Next Step

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