SWYFX
Schwab Target 2035 Index Fund Institutional Shares
1W: -1.1%
1M: -1.6%
3M: -1.2%
YTD: +7.5%
1Y: +7.7%
3Y: +52.8%
5Y: +39.5%
$20.64
+0.11 (+0.54%)
Weekly Expected Move ±1.2%
$20
$20
$21
$21
$21
Key Statistics
AUM$1.6B
Holdings8
Top 10 Wt98.6%
Volume0
Avg Volume0
Beta1.04
Portfolio Fundamentals
P/E—
P/B—
Div Yield—%
ROE—%
% Profitable—%
Inception2016-08-30
Sector Allocation
Financial Services
98.6%
Other
0.7%
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Schwab U.S. Large-Cap ETF | SCHX | 40.52% | $583.1M | 22,743,118 |
| 2 | Schwab U.S. Aggregate Bond ETF | SCHZ | 29.68% | $427.2M | 18,395,983 |
| 3 | Schwab International Equity ETF | SCHF | 16.30% | $234.6M | 9,478,699 |
| 4 | Schwab U.S. REIT ETF | SCHH | 3.68% | $53.0M | 2,465,529 |
| 5 | Schwab U.S. Small-Cap ETF | SCHA | 3.29% | $47.3M | 1,627,246 |
| 6 | Schwab Emerging Markets Equity ETF | SCHE | 2.95% | $42.5M | 1,289,814 |
| 7 | Schwab Short-Term U.S. Treasury ETF | SCHO | 1.53% | $22.0M | 906,245 |
| 8 | Schwab Government Money Fund | — | 0.70% | $10.1M | 10,058,716 |
| 9 | Schwab U.S. TIPS ETF | SCHP | 0.69% | $9.9M | 371,665 |