SWYLX
Schwab Target 2020 Index Fund Institutional Shares
1W: -0.8%
1M: -1.6%
3M: -1.6%
YTD: +3.9%
1Y: -0.1%
3Y: +30.3%
5Y: +17.8%
$14.48
+0.04 (+0.28%)
Weekly Expected Move ±0.9%
$14
$14
$14
$15
$15
Key Statistics
AUM$295M
Holdings7
Top 10 Wt97.7%
Volume0
Avg Volume0
Beta0.78
Portfolio Fundamentals
P/E—
P/B—
Div Yield—%
ROE—%
% Profitable—%
Inception2016-08-30
Sector Allocation
Financial Services
97.7%
Other
1.8%
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Schwab U.S. Aggregate Bond ETF | SCHZ | 44.89% | $128.3M | 5,524,826 |
| 2 | Schwab U.S. Large-Cap ETF | SCHX | 26.97% | $77.1M | 3,006,258 |
| 3 | Schwab International Equity ETF | SCHF | 9.26% | $26.5M | 1,069,437 |
| 4 | Schwab Short-Term U.S. Treasury ETF | SCHO | 6.44% | $18.4M | 758,266 |
| 5 | Schwab U.S. TIPS ETF | SCHP | 5.98% | $17.1M | 642,093 |
| 6 | Schwab U.S. REIT ETF | SCHH | 2.44% | $7.0M | 324,442 |
| 7 | Schwab Government Money Fund | — | 1.77% | $5.1M | 5,050,063 |
| 8 | Schwab U.S. Small-Cap ETF | SCHA | 1.68% | $4.8M | 165,507 |