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
ETF-Level Metrics
AUM$1.7B
Holdings6
Top 10 Wt99.2%
Beta1.22
% 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 | 6 | 99.2% | — |
| Other | 1 | 0.1% | — |
Smart Money Overlap
0 holdings with signalsNo holdings with active convergence signals
Showing 7 of 7 holdings
· Page 1 of 1
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | Schwab U.S. Large-Cap ETF | SCHX | 50.11% | $716.3M | 27,938,078 | — | $73.8B | Financial Services |
| 2 | Schwab International Equity ETF | SCHF | 22.18% | $317.0M | 12,809,891 | — | $66.2B | Financial Services |
| 3 | Schwab U.S. Aggregate Bond ETF | SCHZ | 10.40% | $148.7M | 6,403,261 | — | $10.3B | Financial Services |
| 4 | Schwab Emerging Markets Equity ETF | SCHE | 6.30% | $90.0M | 2,732,522 | — | $12.7B | Financial Services |
| 5 | Schwab U.S. Small-Cap ETF | SCHA | 5.73% | $81.9M | 2,817,945 | — | $23.8B | Financial Services |
| 6 | Schwab U.S. REIT ETF | SCHH | 4.52% | $64.7M | 3,009,035 | — | $10.1B | Financial Services |
| 7 | Schwab Government Money Fund Private | — | 0.08% | $1.2M | 1,154,729 | — | — | — |