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Schwab Target 2030 Index SWYEX

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18.59 USD +0.02 (+0.11%)

At closeNov 6, 2026, 8:04 PM EST

Day range unavailable

17.16 52-week range 19.25
YTD
+5.57%
1 year
+4.61%

Schwab Target 2030 Index Fund Institutional Shares

Issuer
Schwab
Asset class
—
Expense ratio
0.08%
Assets under management
$1.86B
NAV
18.59
Holdings
10
Inception
2016-08-25
Top 10 weight
—

Sector weights

  • Technology 30.56%
  • Financial Services 14.65%
  • Industrials 10.40%
  • Healthcare 8.51%
  • Consumer Cyclical 7.76%
  • Real Estate 7.75%
  • Communication Services 7.13%
  • Consumer Defensive 4.25%
  • Energy 3.75%
  • Basic Materials 3.16%
  • Utilities 2.10%

Country weights

  • United States 72.84%
  • Japan 5.04%
  • United Kingdom 2.98%
  • Canada 2.21%
  • Switzerland 2.00%
  • Germany 2.00%
  • France 1.98%
  • Australia 1.52%
  • China 1.09%
  • South Korea 1.08%
  • Netherlands 0.97%
  • Sweden 0.69%

Updated 2026-11-07

Top institutional holders

No holders on record

Top mutual fund holders

No holders on record

Insiders

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No insider holdings on record