SWYMX
Schwab Target 2050 Index Fund Institutional Shares
1W: -1.3%
1M: -1.5%
3M: -0.7%
YTD: +10.6%
1Y: +11.7%
3Y: +67.3%
5Y: +53.1%
$24.42
+0.18 (+0.74%)
Weekly Expected Move ±1.4%
$24
$24
$24
$25
$25
Key Statistics
AUM$1.7B
Holdings6
Top 10 Wt99.2%
Volume0
Avg Volume0
Beta1.22
Portfolio Fundamentals
P/E—
P/B—
Div Yield—%
ROE—%
% Profitable—%
Inception2016-08-30
Sector Allocation
Financial Services
99.2%
Other
0.1%
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Schwab U.S. Large-Cap ETF | SCHX | 50.11% | $716.3M | 27,938,078 |
| 2 | Schwab International Equity ETF | SCHF | 22.18% | $317.0M | 12,809,891 |
| 3 | Schwab U.S. Aggregate Bond ETF | SCHZ | 10.40% | $148.7M | 6,403,261 |
| 4 | Schwab Emerging Markets Equity ETF | SCHE | 6.30% | $90.0M | 2,732,522 |
| 5 | Schwab U.S. Small-Cap ETF | SCHA | 5.73% | $81.9M | 2,817,945 |
| 6 | Schwab U.S. REIT ETF | SCHH | 4.52% | $64.7M | 3,009,035 |
| 7 | Schwab Government Money Fund | — | 0.08% | $1.2M | 1,154,729 |