Schwab US Large-Cap Growth Index Fund - Schwab
Shareclass
Schwab US Large-Cap Growth Index Fund (SWLGX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Schwab US Large-Cap Growth Index Fund - Schwab
FUND COVERAGE
# of holdings373
% of assets99%
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
25 / 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
Top 10 holdings by Gender Equality score
- 1. Boston Scientific Corp0.08%$3.63M
- 2. Marriott International Inc/MD0.18%$8.24M
- 3. Bank of America Corp0.09%$4.27M
- 4. Mastercard Inc1.46%$65.74M
- 5. Citigroup Inc0.12%$5.56M
- 6. Hilton Worldwide Holdings Inc0.23%$10.34M
- 7. Expedia Group Inc0.1%$4.71M
- 8. Ralph Lauren Corp<0.01%$149,139
- 9. Uber Technologies Inc0.54%$24.45M
- 10. PepsiCo Inc0.1%$4.38M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Trump Media & Technology Group Corp<0.01%$184,019
- 2. TKO Group Holdings Inc0.02%$962,862
- 3. AST SpaceMobile Inc0.08%$3.42M
- 4. Astera Labs Inc0.06%$2.87M
- 5. FTAI Aviation Ltd0.09%$4.2M
- 6. Liberty Broadband Corp<0.01%$211,587
- 7. RBC Bearings Inc0.01%$480,182
- 8. Carvana Co0.18%$8.24M
- 9. Chewy Inc0.02%$971,604
- 10. U-Haul Holding Co<0.01%$324,997
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 surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Schwab US Large-Cap Growth Index Fund - Schwab
Totals
Holdings
Assets
Weight
Prisons
15.0
$1.03B
23%
Prisons high risk
2.0
$9.75M
0.22%
Private prisons
0.0
$0
0%
Borders
12.0
$1B
22%
Borders high risk
6.0
$65.58M
1.45%
Total
20.0
$1.09B
24%
Holdings — 20 flagged holdings
1.
Microsoft Corp
:$411.62M
9.12%
2.
Amazon.com Inc
:$214.41M
4.75%
3.
Alphabet Inc
:$169.24M
3.75%
4.
Alphabet Inc
:$137.99M
3.06%
5.
Costco Wholesale Corp
$63.3M
1.4%
6.
Palantir Technologies Inc
:$48.64M
1.08%
7.
Walmart Inc
$7.85M
0.17%
8.
Lockheed Martin Corp
:$5.53M
0.12%
9.
Axon Enterprise Inc
:$5.47M
0.12%
10.
Motorola Solutions Inc
:$4.28M
0.09%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Schwab US Large-Cap Growth Index Fund - Schwab SWLGX
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