SWYOX
Schwab Target 2065 Index Fund
1W: -1.4%
1M: -1.5%
3M: -0.5%
YTD: +11.7%
1Y: +13.2%
3Y: +72.3%
5Y: +57.8%
$16.57
+0.13 (+0.79%)
Weekly Expected Move ±1.5%
$16
$16
$16
$17
$17
Key Statistics
AUM$472M
Holdings6
Top 10 Wt99.3%
Volume0
Avg Volume0
Beta1.27
Portfolio Fundamentals
P/E—
P/B—
Div Yield—%
ROE—%
% Profitable—%
Inception2021-02-25
Sector Allocation
Financial Services
99.3%
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Schwab U.S. Large-Cap ETF | SCHX | 52.55% | $200.8M | 7,830,484 |
| 2 | Schwab International Equity ETF | SCHF | 24.20% | $92.4M | 3,735,116 |
| 3 | Schwab Emerging Markets Equity ETF | SCHE | 8.01% | $30.6M | 928,452 |
| 4 | Schwab U.S. Small-Cap ETF | SCHA | 6.81% | $26.0M | 894,878 |
| 5 | Schwab U.S. REIT ETF | SCHH | 4.79% | $18.3M | 850,928 |
| 6 | Schwab U.S. Aggregate Bond ETF | SCHZ | 2.99% | $11.4M | 492,035 |