SWYMX
Schwab Target 2050 Index Fund Institutional Shares
1W: -0.7%
1M: +2.8%
3M: +4.5%
YTD: +8.7%
1Y: +22.0%
3Y: +66.1%
5Y: +57.4%
$23.95
+0.05 (+0.21%)
Weekly Expected Move ±1.6%
$23
$24
$24
$24
$25
Key Statistics
AUM$1.6B
Holdings6
Top 10 Wt99.3%
Volume0
Avg Volume0
Beta1.21
Portfolio Fundamentals
P/E—
P/B—
Div Yield—%
ROE—%
% Profitable—%
Inception2016-08-30
Sector Allocation
Financial Services
99.3%
Other
0.1%
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Schwab U.S. Large-Cap ETF | SCHX | 49.80% | $693.1M | 25,755,734 |
| 2 | Schwab International Equity ETF | SCHF | 23.36% | $325.1M | 13,524,308 |
| 3 | Schwab U.S. Aggregate Bond ETF | SCHZ | 9.16% | $127.4M | 5,453,165 |
| 4 | Schwab Emerging Markets Equity ETF | SCHE | 5.92% | $82.4M | 2,515,704 |
| 5 | Schwab U.S. Small-Cap ETF | SCHA | 5.77% | $80.3M | 2,819,197 |
| 6 | Schwab U.S. REIT ETF | SCHH | 5.29% | $73.7M | 3,527,356 |
| 7 | Schwab Government Money Fund | — | 0.08% | $1.1M | 1,141,198 |