SWYAX
Schwab Target 2010 Index Fund Institutional Shares
1W: -0.7%
1M: -1.6%
3M: -1.8%
YTD: +2.8%
1Y: +0.1%
3Y: +28.0%
5Y: +15.3%
$13.56
+0.02 (+0.15%)
Weekly Expected Move ±0.9%
$13
$13
$14
$14
$14
Key Statistics
AUM$62M
Holdings7
Top 10 Wt96.7%
Volume0
Avg Volume0
Beta0.71
Portfolio Fundamentals
P/E—
P/B—
Div Yield—%
ROE—%
% Profitable—%
Inception2016-08-30
Sector Allocation
Financial Services
96.7%
Other
2.6%
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Schwab U.S. Aggregate Bond ETF | SCHZ | 50.05% | $30.1M | 1,294,157 |
| 2 | Schwab U.S. Large-Cap ETF | SCHX | 22.34% | $13.4M | 523,079 |
| 3 | Schwab Short-Term U.S. Treasury ETF | SCHO | 7.40% | $4.4M | 182,978 |
| 4 | Schwab International Equity ETF | SCHF | 6.93% | $4.2M | 168,161 |
| 5 | Schwab U.S. TIPS ETF | SCHP | 6.78% | $4.1M | 152,895 |
| 6 | Schwab Government Money Fund | — | 2.56% | $1.5M | 1,539,031 |
| 7 | Schwab U.S. REIT ETF | SCHH | 1.93% | $1.2M | 53,938 |
| 8 | Schwab U.S. Small-Cap ETF | SCHA | 1.24% | $743,954 | 25,583 |