Schwab S&P 500 Index Fund- Select Shares SWPPX | NASDAQ

$16.67 -$0.10 | -0.60%

Next Earnings: Sep 01, 2025

Company Overview:

Market Cap: $13.22B
PE Ratio: 27.39
52-Week Range: $12.79 - $16.77
Dividend Yield (FWD): 6.66% ($1.11)

10 Year SWPPX Performance Metrics:

Total Return (with DRIP): -31.2% (-3.67% CAGR)
Total Return (no DRIP): -1.4% (-0.14% CAGR)
Share Price: -45.0% (-5.80% CAGR)
Dividend Increase: 64.0% (5.66% CAGR)
SWPPX 10-yr Total Return ($10K invested)
1Y 2Y 5Y 10Y All

SWPPX Dividend Payments, Yield & Share Price charts

Dividend Payments & Yield
SWPPX Dividend CAGR:1Y: -82.32%2Y: 6.37%5Y: 4.92%10Y: 5.07%
Share Price
SWPPX Price CAGR:1Y: -80.72%2Y: -51.05%5Y: -21.04%10Y: -6.16%

Unlock All Reports & Research Dividend Stocks like a BOSS!

Monthly
$32/mo
7-days Free Trial
YMTracker + Earnings / Dividends / Estimate Reports for 1000s of Stocks
YieldMax PNL Tracker
✅ Visual Stock Research
✅ Stock Comparison Tools
✅ Dividend Stocks & ETFs
✅ Revenue & EPS Estimates
✅ Custom Dividend Reports
Start Free Trial
Yearly - 25% OFF
$288/yr
7-days Free Trial
Same features as Monthly
Get 3 months FREE!
YieldMax PNL Tracker
✅ Visual Stock Research
✅ Stock Comparison Tools
✅ Dividend Stocks & ETFs
✅ Revenue & EPS Estimates
✅ Custom Dividend Reports
Start Free Trial

Compare stocks side-by-side
 

SWPPX Dividends Info:

Annual Dividend: $1.11
Forward Yield: 6.66%
Ex-Dividend Date: 2024-12-13
Lifetime Dividends / Share: $19.88

SWPPX Dividend History: Dates, Payments & Yield list

Below is a schedule of all SWPPX dividend payments, ex-dates, share price on the day of the payment as well as TTM & forward yield

Ex-Date Payment Date Amount TTM Yield Forward Yield Price on Ex-Date
12/13/202412/13/2024$1.1101.2%1.2%$92.83
12/08/202312/08/2023$6.2788.9%8.9%$70.51
12/09/202212/14/2022$0.9811.63%1.61%$61.10
12/10/202112/15/2021$0.8561.19%1.19%$72.05
12/18/202012/23/2020$1.0401.83%1.84%$56.39
12/20/201912/25/2019$0.8731.77%1.76%$49.52
12/28/201801/02/2019$0.0500.13%0.13%$38.36
12/21/201812/26/2018$0.7942.15%2.1%$37.74
12/18/201712/20/2017$0.7191.74%1.74%$41.26
12/19/201612/21/2016$0.6861.97%1.97%$34.81
12/21/201512/23/2015$0.6772.17%2.12%$31.86
12/16/201412/18/2014$0.5791.88%1.8%$32.18
12/12/201312/16/2013$0.4811.74%1.73%$27.86
12/13/201212/17/2012$0.4912.22%2.21%$22.24
12/08/201112/12/2011$0.3972.07%2.07%$19.22
12/09/201012/13/2010$0.3581.87%1.86%$19.29
12/10/200912/14/2009$0.2441.42%1.41%$17.31
12/10/200812/12/2008$0.4243.06%3.13%$13.54
12/11/200712/13/2007$0.4171.83%1.81%$22.99
12/15/200612/20/2006$0.3691.68%1.68%$21.97
12/16/200512/21/2005$0.3401.74%1.75%$19.47
12/10/200412/15/2004$0.3211.75%1.73%$18.58
12/12/200312/17/2003$0.2321.4%1.4%$16.62
12/13/200212/18/2002$0.2271.66%1.65%$13.72
12/14/200112/19/2001$0.2021.17%1.14%$17.73
12/15/200012/20/2000$0.2021%1.04%$19.51
12/17/199912/22/1999$0.2120.97%0.96%$22.14
12/18/199812/23/1998$0.1770.97%0.93%$18.97
12/26/199712/31/1997$0.1430.99%0.96%$14.95

Projected Future Returns & Dividends for SWPPX

Based on past 10-year performance, here are SWPPX growth metrics:

Share price CAGR of -6.16%
Dividend CAGR of +6.73%

Using SWPPX CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, should grow as follows:

SWPPX (DRIP)SWPPX - No DRIP
Current Price$16.67$16.67
Start Shares599.88599.88
Start Value$10,000$10,000
  
After 10 years:
Final Share Count69,539.58599.88
Dividends Payment$2.13$2.13
Annual Dividends$592,391$5,110
Yield on cost5,923.91%51.10%
Share Price$9.41$9.41
Total Dividends$692,442$36,339
Final Value$654,339$41,984

Estimated Future Value + Dividends - SWPPX

NOTE: Above numbers are our estimate based on SWPPX's Dividend and Price CAGR over past 10 years. These numbers should only be considered as "potential future returns"! DRIP assumes reinvesting dividends; No-DRIP assumes collecting dividends as cash.

We cannot guarantee that your actual returns will meet these estimates.

Get the best Dividend Stock Research Tools:

Monthly
$32/mo
7-days Free Trial
YMTracker + Earnings / Dividends / Estimate Reports for 1000s of Stocks
YieldMax PNL Tracker
✅ Visual Stock Research
✅ Stock Comparison Tools
✅ Dividend Stocks & ETFs
✅ Revenue & EPS Estimates
✅ Custom Dividend Reports
Start Free Trial
Yearly - 25% OFF
$288/yr
7-days Free Trial
Same features as Monthly
Get 3 months FREE!
YieldMax PNL Tracker
✅ Visual Stock Research
✅ Stock Comparison Tools
✅ Dividend Stocks & ETFs
✅ Revenue & EPS Estimates
✅ Custom Dividend Reports
Start Free Trial

Company Info

Schwab S&P 500 Index Fund- Select Shares (SWPPX) had its IPO on 1997-05-20, and is trader on NASDAQ stock exchange.

The fund generally invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in these stocks; typically, the actual percentage is considerably higher. It generally will seek to replicate the performance of the index by giving the same weight to a given stock as the index does. The index includes the stocks of 500 leading U.S. publicly traded companies from a broad range of industries.

Website - not listed.


Get Full Access to All Reports with DRIPCalc PRO

Monthly
$32/mo
7-days Free Trial
YMTracker + Earnings / Dividends / Estimate Reports for 1000s of Stocks
YieldMax PNL Tracker
✅ Visual Stock Research
✅ Stock Comparison Tools
✅ Dividend Stocks & ETFs
✅ Revenue & EPS Estimates
✅ Custom Dividend Reports
Start Free Trial
Yearly - 25% OFF
$288/yr
7-days Free Trial
Same features as Monthly
Get 3 months FREE!
YieldMax PNL Tracker
✅ Visual Stock Research
✅ Stock Comparison Tools
✅ Dividend Stocks & ETFs
✅ Revenue & EPS Estimates
✅ Custom Dividend Reports
Start Free Trial