SWYBX
Schwab Target 2015 Index Fund Institutional Shares
1W: -0.7%
1M: -1.6%
3M: -1.7%
YTD: +3.5%
1Y: +0.5%
3Y: +29.9%
5Y: +18.1%
$14.01
+0.03 (+0.21%)
Weekly Expected Move ±0.9%
$14
$14
$14
$14
$14
Key Statistics
AUM$90M
Holdings7
Top 10 Wt97.1%
Volume0
Avg Volume0
Beta0.75
Portfolio Fundamentals
P/E—
P/B—
Div Yield—%
ROE—%
% Profitable—%
Inception2016-08-30
Sector Allocation
Financial Services
97.1%
Other
2.1%
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Schwab U.S. Aggregate Bond ETF | SCHZ | 46.96% | $41.6M | 1,790,639 |
| 2 | Schwab U.S. Large-Cap ETF | SCHX | 25.17% | $22.3M | 869,034 |
| 3 | Schwab International Equity ETF | SCHF | 8.25% | $7.3M | 295,028 |
| 4 | Schwab Short-Term U.S. Treasury ETF | SCHO | 6.76% | $6.0M | 246,577 |
| 5 | Schwab U.S. TIPS ETF | SCHP | 6.31% | $5.6M | 209,931 |
| 6 | Schwab U.S. REIT ETF | SCHH | 2.22% | $2.0M | 91,443 |
| 7 | Schwab Government Money Fund | — | 2.12% | $1.9M | 1,876,377 |
| 8 | Schwab U.S. Small-Cap ETF | SCHA | 1.47% | $1.3M | 44,718 |