Schwab Total Stock Fund Market Value

SWTSX Fund  USD 107.99  0.47  0.44%   
Schwab Total's market value is the price at which a share of Schwab Total trades on a public exchange. It measures the collective expectations of Schwab Total Stock investors about its performance. Schwab Total is trading at 107.99 as of the 25th of July 2025; that is 0.44 percent up since the beginning of the trading day. The fund's open price was 107.52.
With this module, you can estimate the performance of a buy and hold strategy of Schwab Total Stock and determine expected loss or profit from investing in Schwab Total over a given investment horizon. Check out Schwab Total Correlation, Schwab Total Volatility and Schwab Total Alpha and Beta module to complement your research on Schwab Total.
Symbol

Please note, there is a significant difference between Schwab Total's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Total is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Total's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Schwab Total 'What if' Analysis

In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Schwab Total's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Schwab Total.
0.00
04/26/2025
No Change 0.00  0.0 
In 3 months and 1 day
07/25/2025
0.00
If you would invest  0.00  in Schwab Total on April 26, 2025 and sell it all today you would earn a total of 0.00 from holding Schwab Total Stock or generate 0.0% return on investment in Schwab Total over 90 days. Schwab Total is related to or competes with Lord Abbett, Dunham High, Pax High, Msift High, High Yield, Transamerica High, and Janus High. The fund generally invests at least 80 percent of its net assets in these stocks typically, the actual percentage is con... More

Schwab Total Upside/Downside Indicators

Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Schwab Total's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Schwab Total Stock upside and downside potential and time the market with a certain degree of confidence.

Schwab Total Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Total's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Schwab Total's standard deviation. In reality, there are many statistical measures that can use Schwab Total historical prices to predict the future Schwab Total's volatility.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Schwab Total's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
106.75107.52108.29
Details
Intrinsic
Valuation
LowRealHigh
102.41103.18118.27
Details
Naive
Forecast
LowNextHigh
106.12106.89107.66
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
102.44105.43108.43
Details

Schwab Total Stock Backtested Returns

Schwab Total appears to be very steady, given 3 months investment horizon. Schwab Total Stock owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.32, which indicates the fund had a 0.32 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Schwab Total Stock, which you can use to evaluate the volatility of the fund. Please review Schwab Total's Standard Deviation of 0.8433, risk adjusted performance of 0.3264, and Downside Deviation of 0.6505 to confirm if our risk estimates are consistent with your expectations. The entity has a beta of 0.92, which indicates possible diversification benefits within a given portfolio. Schwab Total returns are very sensitive to returns on the market. As the market goes up or down, Schwab Total is expected to follow.

Auto-correlation

    
  0.91  

Excellent predictability

Schwab Total Stock has excellent predictability. Overlapping area represents the amount of predictability between Schwab Total time series from 26th of April 2025 to 10th of June 2025 and 10th of June 2025 to 25th of July 2025. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Schwab Total Stock price movement. The serial correlation of 0.91 indicates that approximately 91.0% of current Schwab Total price fluctuation can be explain by its past prices.
Correlation Coefficient0.91
Spearman Rank Test0.8
Residual Average0.0
Price Variance4.73

Schwab Total Stock lagged returns against current returns

Autocorrelation, which is Schwab Total mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Schwab Total's mutual fund expected returns. We can calculate the autocorrelation of Schwab Total returns to help us make a trade decision. For example, suppose you find that Schwab Total has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
   Current and Lagged Values   
       Timeline  

Schwab Total regressed lagged prices vs. current prices

Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Schwab Total mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Schwab Total mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Schwab Total mutual fund over time.
   Current vs Lagged Prices   
       Timeline  

Schwab Total Lagged Returns

When evaluating Schwab Total's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Schwab Total mutual fund have on its future price. Schwab Total autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Schwab Total autocorrelation shows the relationship between Schwab Total mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Schwab Total Stock.
   Regressed Prices   
       Timeline  

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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Schwab Mutual Fund

Schwab Total financial ratios help investors to determine whether Schwab Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Schwab with respect to the benefits of owning Schwab Total security.
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