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Logo for Fund Schwab Target 2030 Index Fund Institutional Shares

Schwab Target 2030 Index Fund Institutional Shares (SWYEX)

NASDAQ Currency in USD
$316.00
+$1.57
+0.50%
Last Update: 18 Jul 2026, 04:08
$1.84bn
Assets Under Management
8.00%
Expense Ratio
0.14%
Forward Dividend Yield
$216.92-$400.10
52 Week Range

SWYEX Price Chart

Explore Schwab Target 2030 Index Fund Institutional Shares interactive price chart. Choose custom timeframes to analyze SWYEX price movements and trends.

SWYEX Fund Profile

Key details and information about Schwab Target 2030 Index Fund Institutional Shares (SWYEX).

Sector Focus

Financial Services

Industry

Asset Management

Inception Date

30 Aug 2016

Country

US

Description

This fund aims to achieve its financial objectives predominantly by investing in Schwab's own exchange-traded funds (ETFs). Under typical circumstances, a minimum of 80% of its overall assets (encompassing net assets and any funds borrowed for investment purposes) are dedicated to underlying funds designed to track the performance of particular market benchmarks. The fund's investment strategy is specifically tailored to the target retirement year indicated in its title, operating on the assumption that retirement will occur at age 65.

SWYEX Fund Performance

View SWYEX 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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