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
ETF-Level Metrics
AUM$1.6B
Holdings8
Top 10 Wt98.6%
Beta1.04
% 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 | 8 | 98.6% | — |
| Other | 1 | 0.7% | — |
Smart Money Overlap
0 holdings with signalsNo holdings with active convergence signals
Showing 9 of 9 holdings
· Page 1 of 1
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | Schwab U.S. Large-Cap ETF | SCHX | 40.52% | $583.1M | 22,743,118 | — | $73.8B | Financial Services |
| 2 | Schwab U.S. Aggregate Bond ETF | SCHZ | 29.68% | $427.2M | 18,395,983 | — | $10.3B | Financial Services |
| 3 | Schwab International Equity ETF | SCHF | 16.30% | $234.6M | 9,478,699 | — | $66.2B | Financial Services |
| 4 | Schwab U.S. REIT ETF | SCHH | 3.68% | $53.0M | 2,465,529 | — | $10.1B | Financial Services |
| 5 | Schwab U.S. Small-Cap ETF | SCHA | 3.29% | $47.3M | 1,627,246 | — | $23.8B | Financial Services |
| 6 | Schwab Emerging Markets Equity ETF | SCHE | 2.95% | $42.5M | 1,289,814 | — | $12.7B | Financial Services |
| 7 | Schwab Short-Term U.S. Treasury ETF | SCHO | 1.53% | $22.0M | 906,245 | — | $12.8B | Financial Services |
| 8 | Schwab Government Money Fund Private | — | 0.70% | $10.1M | 10,058,716 | — | — | — |
| 9 | Schwab U.S. TIPS ETF | SCHP | 0.69% | $9.9M | 371,665 | — | $15.8B | Financial Services |