SWYNX
Schwab Capital Trust - Schwab Target 2060 Index Fund
1W: -1.4%
1M: -1.5%
3M: -0.6%
YTD: +11.3%
1Y: +12.7%
3Y: +70.8%
5Y: +56.5%
$25.41
+0.21 (+0.83%)
Weekly Expected Move ±1.5%
$24
$25
$25
$26
$26
ETF-Level Metrics
AUM$1.4B
Holdings6
Top 10 Wt99.4%
Beta1.26
% Profitable—%
Coverage—%
Portfolio Valuation
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P/S—
EV/EBITDA—
P/FCF—
PEG—
Profitability & Returns
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Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
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Net Debt/EBITDA—x
Interest Cov—x
Current Ratio—
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Growth (YoY)
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Net Income—%
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FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F—
Altman Z—
IS Quality—
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Median P/E—
Sector Breakdown
1 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Financial Services | 6 | 99.4% | — |
Smart Money Overlap
0 holdings with signalsNo holdings with active convergence signals
Showing 6 of 6 holdings
· Page 1 of 1
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | Schwab U.S. Large-Cap ETF | SCHX | 51.93% | $594.4M | 23,183,214 | — | $73.8B | Financial Services |
| 2 | Schwab International Equity ETF | SCHF | 23.62% | $270.3M | 10,922,015 | — | $66.2B | Financial Services |
| 3 | Schwab Emerging Markets Equity ETF | SCHE | 7.52% | $86.1M | 2,613,763 | — | $12.7B | Financial Services |
| 4 | Schwab U.S. Small-Cap ETF | SCHA | 6.52% | $74.7M | 2,567,656 | — | $23.8B | Financial Services |
| 5 | Schwab U.S. Aggregate Bond ETF | SCHZ | 5.09% | $58.3M | 2,509,919 | — | $10.3B | Financial Services |
| 6 | Schwab U.S. REIT ETF | SCHH | 4.70% | $53.8M | 2,503,926 | — | $10.1B | Financial Services |