Schwab Health Care Fund

The Schwab Health Care Fund is an actively managed mutual fund focused on providing investors with long-term capital growth by targeting companies within the health care sector. Its portfolio comprises a diverse range of health care-related businesses, including pharmaceutical and biotechnology firms, medical product manufacturers, suppliers, and health care service providers. Under normal conditions, the fund invests at least 80% of its net assets in equity securities issued by these types of companies, ensuring dedicated exposure to the sector. Managed by an experienced team, the fund uses a disciplined investment process, integrating proprietary equity ratings and multi-factor analysis—considering growth, quality, sentiment, stability, and valuation—to select holdings. As of June 2025, the fund holds assets exceeding $640 million and maintains a portfolio of approximately 87 to 88 securities, with the top 10 holdings comprising a significant portion of its assets. Nearly all of the fund’s allocation is dedicated to health care equities, with a heavy bias toward large-cap companies, reflecting the sector’s major players. The Schwab Health Care Fund serves investors seeking concentrated exposure to a critical sector of the global economy, offering access to innovation-driven industries such as biotechnology, pharmaceuticals, and advanced medical technologies.