SWYLX
Schwab Target 2020 Index Fund Institutional Shares
1W: -0.9%
1M: -4.2%
3M: -2.4%
YTD: -2.2%
1Y: +3.4%
3Y: +23.2%
5Y: +17.8%
$13.85
+0.02 (+0.14%)
Weekly Expected Move ±1.3%
$13
$13
$14
$14
$14
ETF-Level Metrics
AUM$295M
Holdings7
Top 10 Wt97.8%
Beta0.81
% 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 | 7 | 97.8% | — |
| Other | 1 | 1.7% | — |
Smart Money Overlap
0 holdings with signalsNo holdings with active convergence signals
Showing 8 of 8 holdings
· Page 1 of 1
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | Schwab U.S. Aggregate Bond ETF | SCHZ | 43.61% | $125.5M | 5,346,008 | — | $10.1B | Financial Services |
| 2 | Schwab U.S. Large-Cap ETF | SCHX | 28.17% | $81.0M | 3,076,592 | — | $64.2B | Financial Services |
| 3 | Schwab International Equity ETF | SCHF | 9.65% | $27.8M | 1,192,867 | — | $65.1B | Financial Services |
| 4 | Schwab Short-Term U.S. Treasury ETF | SCHO | 6.04% | $17.4M | 712,616 | — | $12.3B | Financial Services |
| 5 | Schwab U.S. TIPS ETF | SCHP | 5.72% | $16.4M | 610,208 | — | $15.7B | Financial Services |
| 6 | Schwab U.S. REIT ETF | SCHH | 2.92% | $8.4M | 389,552 | — | $9.9B | Financial Services |
| 7 | Schwab Government Money Fund Private | — | 1.72% | $5.0M | 4,956,826 | — | — | — |
| 8 | Schwab U.S. Small-Cap ETF | SCHA | 1.71% | $4.9M | 176,569 | — | $21.1B | Financial Services |