SWYNX
Schwab Capital Trust - Schwab Target 2060 Index Fund
1W: -0.0%
1M: -0.4%
3M: +3.4%
YTD: +9.8%
1Y: +16.9%
3Y: +57.8%
5Y: +60.1%
$24.89
-0.02 (-0.08%)
Weekly Expected Move ±1.5%
$24
$24
$25
$25
$26
Key Statistics
AUM$1.4B
Holdings6
Top 10 Wt99.4%
Volume0
Avg Volume0
Beta1.26
Portfolio Fundamentals
P/E—
P/B—
Div Yield—%
ROE—%
% Profitable—%
Inception2016-08-25
Sector Allocation
Financial Services
99.4%
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Schwab U.S. Large-Cap ETF | SCHX | 51.93% | $594.4M | 23,183,214 |
| 2 | Schwab International Equity ETF | SCHF | 23.62% | $270.3M | 10,922,015 |
| 3 | Schwab Emerging Markets Equity ETF | SCHE | 7.52% | $86.1M | 2,613,763 |
| 4 | Schwab U.S. Small-Cap ETF | SCHA | 6.52% | $74.7M | 2,567,656 |
| 5 | Schwab U.S. Aggregate Bond ETF | SCHZ | 5.09% | $58.3M | 2,509,919 |
| 6 | Schwab U.S. REIT ETF | SCHH | 4.70% | $53.8M | 2,503,926 |