Schwab MarketTrack All Equity (SWEGX) Research

This investment aims for substantial capital appreciation by allocating its entire portfolio to stocks.

Market snapshot

Symbol
SWEGX
Price
$29.34
Day change
+0.93%
Market cap
$1.2B
52-week range
24.54-29.57
Sector
Financial Services
Industry
Asset Management

Peer companies

  • iShares Russell Small/Mid-Cap Idx Inv A (BSMAX)
  • Franklin Corefolio Allocation Fund Advisor Class (FCAZX)
  • Meeder Muirfield Retail (FLMFX)
  • Franklin Corefolio Allocation Fund Class C (FTCLX)
  • William Blair Small Cap Value Fund Class I (ICSCX)
  • PGIM Balanced Fund- Class C (PABCX)
  • PGIM Balanced Fund- Class R (PALRX)
  • FPA Queens Road Small Cap Value Inv (QRSVX)

Open Schwab MarketTrack All Equity (SWEGX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.