SWYGX
Schwab Target 2040 Index Fund Institutional Shares
1W: -2.0%
1M: -6.8%
3M: -3.9%
YTD: -3.8%
1Y: +11.7%
3Y: +45.0%
5Y: +40.6%
$20.08
+0.01 (+0.05%)
Weekly Expected Move ±2.0%
$19
$19
$20
$20
$20
Key Statistics
AUM$1.6B
Holdings7
Top 10 Wt98.9%
Volume0
Avg Volume0
Beta1.12
Portfolio Fundamentals
P/E—
P/B—
Div Yield—%
ROE—%
% Profitable—%
Inception2016-08-30
Sector Allocation
Financial Services
98.9%
Other
0.3%
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Schwab U.S. Large-Cap ETF | SCHX | 45.59% | $658.7M | 25,006,518 |
| 2 | Schwab U.S. Aggregate Bond ETF | SCHZ | 20.04% | $289.5M | 12,334,203 |
| 3 | Schwab International Equity ETF | SCHF | 19.36% | $279.7M | 12,016,360 |
| 4 | Schwab U.S. REIT ETF | SCHH | 4.82% | $69.6M | 3,228,133 |
| 5 | Schwab U.S. Small-Cap ETF | SCHA | 4.31% | $62.2M | 2,230,309 |
| 6 | Schwab Emerging Markets Equity ETF | SCHE | 4.15% | $59.9M | 1,795,646 |
| 7 | Schwab Short-Term U.S. Treasury ETF | SCHO | 0.65% | $9.4M | 385,465 |
| 8 | Schwab Government Money Fund | — | 0.28% | $4.1M | 4,058,322 |