Asset / ETFs
Allocation, fund exposure, and total return
Track Schwab Total Stock Market Index (SWTSX) with allocation context, distributions, and total return in one place. Clarity helps you review how the fund fits into the rest of your portfolio before you rebalance or add exposure.
Coverage
Alternatives
SPY / VOO (S&P 500)
SPY and VOO track the S&P 500 and serve as the default benchmark for U.S. equity ETFs. Comparing SWTSX to these broad-market funds highlights differences in sector tilt and risk exposure.
Category Peers
ETFs in the same category as Schwab Total Stock Market Index may hold overlapping securities with different weighting methodologies. Checking holdings overlap helps avoid unintentional concentration in your portfolio.
Expense Ratio Context
SWTSX's expense ratio directly affects long-term returns through compounding costs. Even small differences in fees can result in meaningful performance drag over a multi-year holding period.
Workflows
Calculate FIFO cost basis across all accounts with wash sale detection for accurate gain/loss reporting.
Monitor dividend income, yield, and reinvestment across connected brokerage accounts.
Track price movement and allocation drift for assets in your portfolio.
FAQ
Yes.
Clarity shows SWTSX beside your bank, brokerage, and other holdings, so you can review it in full portfolio context instead of a single-asset view.
Yes. Clarity uses read-only connections and encrypted credentials, and it does not move funds or place trades on your behalf.
Clarity shows SWTSX returns in portfolio context so you can compare the fund against alternatives and review the drag from fees over time.
Yes.
Clarity does not provide investment advice. It helps you review SWTSX performance, allocation, and tax impact in context.
Clarity shows SWTSX returns in portfolio context so you can compare the fund against alternatives and review the drag from fees over time.
View individual tax lots, holding periods, and gain/loss scenarios for tax-efficient decision-making.
Monitor how this asset fits into your overall allocation and rebalancing targets.
Track income generated by this asset including dividends, staking rewards, and distributions.
Next step
See SWTSX alongside cash, other holdings, and liabilities in one place.