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Logo for Fund Schwab Target 2030 Fund

Schwab Target 2030 Fund (SWDRX)

NASDAQ Currency in USD
$218.00
+$0.99
+0.46%
Last Update: 18 Jul 2026, 03:18
$1.03bn
Assets Under Management
38.00%
Expense Ratio
0.65%
Forward Dividend Yield
$158.37-$278.11
52 Week Range

SWDRX Price Chart

Explore Schwab Target 2030 Fund interactive price chart. Choose custom timeframes to analyze SWDRX price movements and trends.

SWDRX Fund Profile

Key details and information about Schwab Target 2030 Fund (SWDRX).

Sector Focus

Financial Services

Industry

Asset Management

Inception Date

1 Jul 2005

Country

US

Description

This fund aims to achieve its investment goals primarily by allocating capital among various affiliated Schwab and Laudus funds. It also possesses the discretion to invest in external, independent third-party mutual funds. Collectively, these diverse holdings — both affiliated and unaffiliated — are designated as the "underlying funds." The fund's investments in these underlying vehicles are executed in line with its strategic target portfolio allocation.

SWDRX Fund Performance

View SWDRX with an interactive analytics dashboard featuring price and candlestick charts, key metrics, holdings breakdowns, and dividend yield history. Open the template in Insights to customize and save it.

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