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
ETF-Level Metrics
AUM$472M
Holdings6
Top 10 Wt99.3%
Beta1.27
% 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
1 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Financial Services | 6 | 99.3% | — |
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 | 52.55% | $200.8M | 7,830,484 | — | $73.8B | Financial Services |
| 2 | Schwab International Equity ETF | SCHF | 24.20% | $92.4M | 3,735,116 | — | $66.2B | Financial Services |
| 3 | Schwab Emerging Markets Equity ETF | SCHE | 8.01% | $30.6M | 928,452 | — | $12.7B | Financial Services |
| 4 | Schwab U.S. Small-Cap ETF | SCHA | 6.81% | $26.0M | 894,878 | — | $23.8B | Financial Services |
| 5 | Schwab U.S. REIT ETF | SCHH | 4.79% | $18.3M | 850,928 | — | $10.1B | Financial Services |
| 6 | Schwab U.S. Aggregate Bond ETF | SCHZ | 2.99% | $11.4M | 492,035 | — | $10.3B | Financial Services |