SWSBX Mutual Fund (Schwab Short-Term Bond Index Fund) is managed by Charles Schwab Asset Management with $1.65B in net assets. SWSBX expense ratio is 0.06%, holding 3158 positions across sectors including Financials, Utilities, Information Technology. Inception date: 2017-02-23.

SWSBX performance shows a YTD return of 0.57%. The 1-year return is 2.98% and the 5-year return is 1.67%. SWSBX dividend yield stands at 3.79%, paid monthly.

SWSBX top holdings include Us Treasury N/B 3.375 01/31/2028 (0.9%), Us Treasury N/B 3.38% 12/31/2027 3.38 2027-12-31 (0.9%), United States Treasury Note/Bond 4 02/28/2030 (0.9%), Treasury Note (Otr) 3.38% Nov 30, 2027 3.38 2027-11-30 (0.8%), Treasury Note (otr) 0.88% Nov 15, 2030 (0.8%). View all SWSBX holdings, sector breakdown, or dividend history.

SWSBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SWSBX alternatives are available via the screener, along with tax-loss harvesting opportunities.