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
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$15
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ETF-Level Metrics
AUM$295M
Holdings7
Top 10 Wt97.7%
Beta0.78
% 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 | 97.7% | — |
| Other | 1 | 1.8% | — |
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 | 44.89% | $128.3M | 5,524,826 | — | $10.3B | Financial Services |
| 2 | Schwab U.S. Large-Cap ETF | SCHX | 26.97% | $77.1M | 3,006,258 | — | $73.8B | Financial Services |
| 3 | Schwab International Equity ETF | SCHF | 9.26% | $26.5M | 1,069,437 | — | $66.2B | Financial Services |
| 4 | Schwab Short-Term U.S. Treasury ETF | SCHO | 6.44% | $18.4M | 758,266 | — | $12.8B | Financial Services |
| 5 | Schwab U.S. TIPS ETF | SCHP | 5.98% | $17.1M | 642,093 | — | $15.8B | Financial Services |
| 6 | Schwab U.S. REIT ETF | SCHH | 2.44% | $7.0M | 324,442 | — | $10.1B | Financial Services |
| 7 | Schwab Government Money Fund Private | — | 1.77% | $5.1M | 5,050,063 | — | — | — |
| 8 | Schwab U.S. Small-Cap ETF | SCHA | 1.68% | $4.8M | 165,507 | — | $23.8B | Financial Services |