Expense Ratio History

SWPPX expense ratio history

Schwab S&P 500 Index Fund

Fund company
Schwab
Type
Index mutual fund

0.020%

In basis points
2 basis points
Yearly cost per $10,000
$2
Read on
19 October 2026, from Schwab fund page
Last change
Cut from 0.03% on 14 December 2018

Fee over time

SWPPX expense ratio: 0.10% until 28 Feb 2014, then 0.09%; 0.09% until 28 Feb 2017, then 0.03%; 0.03% until 14 Dec 2018, then 0.02%; read at 0.020% on 19 Oct 2026.0.00%0.05%0.10%0.15%Feb 2012Aug 2014Feb 2017Aug 2019Feb 2022Aug 20240.10% before0.02% from 14 Dec 2018
SWPPX expense ratio: 0.10% until 28 Feb 2014, then 0.09%; 0.09% until 28 Feb 2017, then 0.03%; 0.03% until 14 Dec 2018, then 0.02%; read at 0.020% on 19 Oct 2026.0.00%0.05%0.10%0.15%Feb 2012Jan 2017Dec 20210.10% before0.02% from 14 Dec 2018
Solid line: the fee in effect after each recorded change. Dashed: the fee before it. Dots: prospectuses filed with the SEC and dates we read the fee from a source.

Every figure we've recorded

DateFeeWhat happened
19 Oct 2026 0.020% Read from the sourceTotal expense ratio (no date shown on the page)Source: Schwab fund page
26 Feb 2026 0.02% In the prospectusTotal annual fund operating expenses in the prospectus dated 2026-02-26 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
28 Feb 2025 0.02% In the prospectusTotal annual fund operating expenses in the prospectus dated 2025-02-28 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
27 Feb 2024 0.02% In the prospectusTotal annual fund operating expenses in the prospectus dated 2024-02-27 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
27 Feb 2023 0.02% In the prospectusTotal annual fund operating expenses in the prospectus dated 2023-02-27 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
25 Feb 2022 0.02% In the prospectusTotal annual fund operating expenses in the prospectus dated 2022-02-25 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
25 Feb 2021 0.02% In the prospectusTotal annual fund operating expenses in the prospectus dated 2021-02-25 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
28 Feb 2020 0.02% In the prospectusTotal annual fund operating expenses in the prospectus dated 2020-02-28 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
28 Feb 2019 0.02% In the prospectusTotal annual fund operating expenses in the prospectus dated 2019-02-28 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
14 Dec 2018 0.02% In the prospectusTotal annual fund operating expenses in the prospectus dated 2018-12-14 (form 497), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 497
14 Dec 2018 0.02% Cut from 0.03% to 0.02%Prospectus date; the new figure appears in this filingSource: Prospectus (form 497) filed with the SEC on 2018-12-20
28 Feb 2018 0.03% In the prospectusTotal annual fund operating expenses in the prospectus dated 2018-02-28 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
28 Feb 2017 0.03% In the prospectusTotal annual fund operating expenses in the prospectus dated 2017-02-28 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
28 Feb 2017 0.03% Cut from 0.09% to 0.03%Prospectus date; the new figure appears in this filingSource: Prospectus (form 485BPOS) filed with the SEC on 2017-03-15
25 Feb 2016 0.09% In the prospectusTotal annual fund operating expenses in the prospectus dated 2016-02-25 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
27 Feb 2015 0.09% In the prospectusTotal annual fund operating expenses in the prospectus dated 2015-02-27 (form 497), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 497
28 Feb 2014 0.09% In the prospectusTotal annual fund operating expenses in the prospectus dated 2014-02-28 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
28 Feb 2014 0.09% Cut from 0.10% to 0.09%Prospectus date; the new figure appears in this filingSource: Prospectus (form 485BPOS) filed with the SEC on 2014-03-21
28 Feb 2013 0.10% In the prospectusTotal annual fund operating expenses in the prospectus dated 2013-02-28 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
28 Feb 2012 0.10% In the prospectusTotal annual fund operating expenses in the prospectus dated 2012-02-28 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS

What this fee costs

Change the amount, years or return. The estimate keeps the fee at 0.020% and the return steady each year, the same assumptions as the cost example in a fund's prospectus.

$26 in fees over 10 years

After fees, $10,000 grows to $16,257.

Fees paid on $10,000 at 5% a year
AfterFees paid
1 year$2.05
3 years$6.46
5 years$11
10 years$26

How we read this figure

We recorded it as: Total expense ratio (no date shown on the page). The figure is copied exactly as the source shows it, and dated the day we read it.

SEC filings give 16 prospectuses for this share class since 2012. Each one is listed above with a link to the filing.

How we read fees

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