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
ETF-Level Metrics
AUM$62M
Holdings7
Top 10 Wt96.7%
Beta0.71
% Profitable—%
Coverage—%
Portfolio Valuation
P/E—
P/B—
P/S—
EV/EBITDA—
P/FCF—
PEG—
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity—
Debt/Assets—
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio—
Quick Ratio—
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F—
Altman Z—
IS Quality—
IS Overall—
IS Value—
Median P/E—
Sector Breakdown
2 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Financial Services | 7 | 96.7% | — |
| Other | 1 | 2.6% | — |
Smart Money Overlap
0 holdings with signalsNo holdings with active convergence signals
Showing 8 of 8 holdings
· Page 1 of 1
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | Schwab U.S. Aggregate Bond ETF | SCHZ | 50.05% | $30.1M | 1,294,157 | — | $10.3B | Financial Services |
| 2 | Schwab U.S. Large-Cap ETF | SCHX | 22.34% | $13.4M | 523,079 | — | $73.8B | Financial Services |
| 3 | Schwab Short-Term U.S. Treasury ETF | SCHO | 7.40% | $4.4M | 182,978 | — | $12.8B | Financial Services |
| 4 | Schwab International Equity ETF | SCHF | 6.93% | $4.2M | 168,161 | — | $66.2B | Financial Services |
| 5 | Schwab U.S. TIPS ETF | SCHP | 6.78% | $4.1M | 152,895 | — | $15.8B | Financial Services |
| 6 | Schwab Government Money Fund Private | — | 2.56% | $1.5M | 1,539,031 | — | — | — |
| 7 | Schwab U.S. REIT ETF | SCHH | 1.93% | $1.2M | 53,938 | — | $10.1B | Financial Services |
| 8 | Schwab U.S. Small-Cap ETF | SCHA | 1.24% | $743,954 | 25,583 | — | $23.8B | Financial Services |