SWYAX
Schwab Target 2010 Index Fund Institutional Shares
1W: -0.8%
1M: -3.6%
3M: -2.0%
YTD: -1.8%
1Y: +3.9%
3Y: +22.0%
5Y: +16.4%
$13.14
+0.02 (+0.15%)
Weekly Expected Move ±1.1%
$13
$13
$13
$13
$13
Key Statistics
AUM$63M
Holdings7
Top 10 Wt96.8%
Volume0
Avg Volume0
Beta0.75
Portfolio Fundamentals
P/E—
P/B—
Div Yield—%
ROE—%
% Profitable—%
Inception2016-08-30
Sector Allocation
Financial Services
96.8%
Other
2.2%
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Schwab U.S. Aggregate Bond ETF | SCHZ | 48.45% | $27.6M | 1,174,628 |
| 2 | Schwab U.S. Large-Cap ETF | SCHX | 23.86% | $13.6M | 515,479 |
| 3 | Schwab International Equity ETF | SCHF | 7.39% | $4.2M | 180,693 |
| 4 | Schwab Short-Term U.S. Treasury ETF | SCHO | 6.95% | $4.0M | 162,047 |
| 5 | Schwab U.S. TIPS ETF | SCHP | 6.47% | $3.7M | 136,688 |
| 6 | Schwab U.S. REIT ETF | SCHH | 2.39% | $1.4M | 63,068 |
| 7 | Schwab Government Money Fund | — | 2.22% | $1.3M | 1,263,557 |
| 8 | Schwab U.S. Small-Cap ETF | SCHA | 1.32% | $752,240 | 26,962 |