Schwab 1000 Index® Fund

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

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Schwab 1000 Index® Fund

FUND COVERAGE
# of holdings964
% of assets100%
Score
54 / 100
Rank

39.3 percentile

Group: U.S. Large Cap Equity

Rank: #889 out of 1,462

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: $5.63M
  • 2. Procter & Gamble Co
         % of fund invested: 0.61%
         $USD invested: $119.87M
  • 3. Biogen Inc
         % of fund invested: 0.03%
         $USD invested: $6.29M
  • 4. Dow Inc
         % of fund invested: 0.03%
         $USD invested: $5.71M
  • 5. Boston Scientific Corp
         % of fund invested: 0.26%
         $USD invested: $50.82M
  • 6. Marriott International Inc Class A
         % of fund invested: 0.1%
         $USD invested: $19.79M
  • 7. Bank of America Corp
         % of fund invested: 0.55%
         $USD invested: $108.25M
  • 8. Welltower Inc
         % of fund invested: 0.17%
         $USD invested: $34.02M
  • 9. The Interpublic Group of Companies Inc
         % of fund invested: 0.02%
         $USD invested: $3.17M
  • 10. Mondelez International Inc Class A
         % of fund invested: 0.13%
         $USD invested: $25.94M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. TKO Group Holdings Inc
         % of fund invested: 0.02%
         $USD invested: $4.17M
  • 2. Rithm Capital Corp
         % of fund invested: 0.01%
         $USD invested: $2.11M
  • 3. Astera Labs Inc
         % of fund invested: <0.01%
         $USD invested: $1.3M
  • 4. FTAI Aviation Ltd
         % of fund invested: 0.03%
         $USD invested: $5.14M
  • 5. Liberty Broadband Corp Registered Shs Series -C-
         % of fund invested: 0.01%
         $USD invested: $2.21M
  • 6. GameStop Corp Class A
         % of fund invested: 0.02%
         $USD invested: $2.97M
  • 7. RBC Bearings Inc
         % of fund invested: 0.02%
         $USD invested: $3.98M
  • 8. Nuvalent Inc Class A
         % of fund invested: <0.01%
         $USD invested: $934,429
  • 9. Carvana Co Class A
         % of fund invested: 0.08%
         $USD invested: $15.07M
  • 10. BridgeBio Pharma Inc
         % of fund invested: 0.01%
         $USD invested: $2.44M

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

Totals

Holdings
Assets
Weight
Prisons
27
$3.53B
18%
     Prisons high risk
5
$62.35M
0.32%
     Private prisons
0
$0
0%
Borders
35
$3.36B
17%
     Borders high risk
18
$373.82M
1.91%
Total
48
$4.12B
21%
Full fund results

Holdings — 48 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$1.23B
6.28%
Prisons
Borders :
$1.23B
6.28%
2.
Amazon.com Inc
Prisons
Borders
$704.44M
3.61%
Prisons
Borders :
$704.44M
3.61%
3.
Alphabet Inc Class A
Prisons
Borders
$403.42M
2.06%
Prisons
Borders :
$403.42M
2.06%
4.
Alphabet Inc Class C
Prisons
Borders
$326.37M
1.67%
Prisons
Borders :
$326.37M
1.67%
5.
Berkshire Hathaway Inc Class B
Prisons
$300.28M
1.54%
Prisons
$300.28M
1.54%
6.
Walmart Inc
Prisons
$136.41M
0.7%
Prisons
$136.41M
0.7%
7.
Costco Wholesale Corp
Prisons
$136.26M
0.7%
Prisons
$136.26M
0.7%
8.
Palantir Technologies Inc Ordinary Shares - Class A
Borders
$108.53M
0.56%
Borders :
$108.53M
0.56%
9.
Salesforce Inc
Borders
$80.05M
0.41%
Borders :
$80.05M
0.41%
10.
McDonald's Corp
Prisons
$72.99M
0.37%
Prisons
$72.99M
0.37%
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