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Logo for Fund Schwab Target 2025 Fund

Schwab Target 2025 Fund (SWHRX)

NASDAQ Currency in USD
$222.00
+$2.47
+1.12%
Last Update: 18 Jul 2026, 04:11
$370.32m
Assets Under Management
29.00%
Expense Ratio
0.67%
Forward Dividend Yield
$147.47-$267.91
52 Week Range

SWHRX Price Chart

Explore Schwab Target 2025 Fund interactive price chart. Choose custom timeframes to analyze SWHRX price movements and trends.

SWHRX Fund Profile

Key details and information about Schwab Target 2025 Fund (SWHRX).

Sector Focus

Financial Services

Industry

Asset Management

Inception Date

12 Mar 2008

Country

US

Description

This fund aims to fulfill its investment goals primarily by directing its assets into a mix of affiliated Schwab Funds and Laudus Funds. It also retains the discretion to invest in mutual funds offered by unrelated, third-party companies. These various investments – including Schwab Funds, Laudus Funds, and other external funds – are collectively known as 'underlying funds.' The fund's allocation among these underlying holdings strictly adheres to its predetermined target portfolio strategy.

SWHRX Fund Performance

View SWHRX 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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