Schwab 1000 Index Fund - Schwab

Shareclass
Schwab 1000 Index Fund (SNXFX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Schwab 1000 Index Fund - Schwab

FUND COVERAGE
# of holdings968
% of assets99%
Score
53 / 100
Rank

37.7 percentile

Group: U.S. Large Cap Equity

Rank: #857 out of 1,373

Grade
D

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

26 / 40

Gender Equality: Equal Compensation and Work Life Balance

9 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. International Flavors & Fragrances Inc
         % of fund invested: 0.03%
         $USD invested: $5.72M
  • 2. Procter & Gamble Co/The
         % of fund invested: 0.55%
         $USD invested: $113.4M
  • 3. Biogen Inc
         % of fund invested: 0.04%
         $USD invested: $8.44M
  • 4. Dow Inc
         % of fund invested: 0.03%
         $USD invested: $6.15M
  • 5. Boston Scientific Corp
         % of fund invested: 0.22%
         $USD invested: $44.36M
  • 6. Marriott International Inc/MD
         % of fund invested: 0.11%
         $USD invested: $22.46M
  • 7. Bank of America Corp
         % of fund invested: 0.55%
         $USD invested: $114.34M
  • 8. Welltower Inc
         % of fund invested: 0.2%
         $USD invested: $41.34M
  • 9. Mondelez International Inc
         % of fund invested: 0.12%
         $USD invested: $24.15M
  • 10. Hologic Inc
         % of fund invested: 0.03%
         $USD invested: $5.29M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. EchoStar Corp
         % of fund invested: 0.02%
         $USD invested: $4.9M
  • 2. TKO Group Holdings Inc
         % of fund invested: 0.02%
         $USD invested: $4.31M
  • 3. Rithm Capital Corp
         % of fund invested: <0.01%
         $USD invested: $1.97M
  • 4. AST SpaceMobile Inc
         % of fund invested: 0.04%
         $USD invested: $8.6M
  • 5. Construction Partners Inc
         % of fund invested: <0.01%
         $USD invested: $1.67M
  • 6. Astera Labs Inc
         % of fund invested: 0.03%
         $USD invested: $6.35M
  • 7. SoundHound AI Inc
         % of fund invested: <0.01%
         $USD invested: $1.02M
  • 8. FTAI Aviation Ltd
         % of fund invested: 0.04%
         $USD invested: $8.93M
  • 9. Liberty Broadband Corp
         % of fund invested: <0.01%
         $USD invested: $1.73M
  • 10. RadNet Inc
         % of fund invested: <0.01%
         $USD invested: $1.55M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Schwab 1000 Index Fund - Schwab

Totals

Holdings
Assets
Weight
Prisons
30.0
$3.89B
19%
     Prisons high risk
7.0
$79.11M
0.38%
     Private prisons
0.0
$0
0%
Borders
32.0
$3.61B
18%
     Borders high risk
16.0
$390.72M
1.89%
Total
46.0
$4.4B
21%
Full fund results

Holdings — 46 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$1.02B
4.96%
Prisons
Borders :
$1.02B
4.96%
2.
Amazon.com Inc
Prisons
Borders
$744.18M
3.61%
Prisons
Borders :
$744.18M
3.61%
3.
Alphabet Inc
Prisons
Borders
$628.57M
3.05%
Prisons
Borders :
$628.57M
3.05%
4.
Alphabet Inc
Prisons
Borders
$503.23M
2.44%
Prisons
Borders :
$503.23M
2.44%
5.
Berkshire Hathaway Inc
Prisons
$281.68M
1.37%
Prisons
$281.68M
1.37%
6.
Walmart Inc
Prisons
$166.99M
0.81%
Prisons
$166.99M
0.81%
7.
Costco Wholesale Corp
Prisons
$133.15M
0.65%
Prisons
$133.15M
0.65%
8.
Palantir Technologies Inc
Borders
$107.04M
0.52%
Borders :
$107.04M
0.52%
9.
RTX Corp
Borders
$86.11M
0.42%
Borders :
$86.11M
0.42%
10.
McDonald's Corp
Prisons
$71.78M
0.35%
Prisons
$71.78M
0.35%
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