Watchlists Portfolios Alerts Sign in Get started

Menu

Schwab Target 2040 Index SWYGX

Full chart Compare

Set alert

21.62 USD +0.03 (+0.14%)

At closeNov 6, 2026, 8:04 PM EST

Day range unavailable

19.48 52-week range 22.68

YTD: +7.35%
1 year: +7.14%

Issuer: Schwab
Asset class: —
Expense ratio: 0.08%
Assets under management: $1.87B
NAV: 21.62
Holdings: 9
Inception: 2016-08-25
Top 10 weight: —

Technology 30.27%
Financial Services 15.04%
Industrials 10.48%
Healthcare 8.46%
Consumer Cyclical 7.81%
Real Estate 7.40%
Communication Services 7.01%
Consumer Defensive 4.23%
Energy 3.81%
Basic Materials 3.35%
Utilities 2.13%
Cash & Others 0.01%

United States 70.10%
Japan 5.23%
United Kingdom 3.08%
Canada 2.29%
Germany 2.07%
Switzerland 2.06%
France 2.06%
China 1.72%
Australia 1.58%
South Korea 1.12%
Taiwan 1.03%
India 1.02%

Updated 2026-11-07

No holders on record

No holders on record

No insider holdings on record