Schwab Target 2040 Index Fund (SWYGX)

All holdings as of date 03/31/25
Displaying 1 - 9 of 9
  • SCHWAB US LARGE-CAP ETF

  • SCHWAB US AGGREGATE BOND ETF

  • SCHWAB INTERNATIONAL EQUITY ETF

  • SCHWAB US REIT ETF

  • SCHWAB US SMALL-CAP ETF

  • SCHWAB EMERGING MARKETS EQUITY ETF

  • US DOLLAR

  • SCHWAB SHORT TERM US TREASURY ETF

  • SCHWAB GOVERNMENT MONEY ULTRA

Fund Name CUSIP Symbol Quantity % of Assets Market Value
SCHWAB US LARGE-CAP ETF SCHX 45.58% $543.9M
SCHWAB US AGGREGATE BOND ETF SCHZ 20.27% $241.9M
SCHWAB INTERNATIONAL EQUITY ETF SCHF 19.34% $230.8M
SCHWAB US REIT ETF SCHH 4.95% $59.1M
SCHWAB US SMALL-CAP ETF SCHA 4.32% $51.5M
SCHWAB EMERGING MARKETS EQUITY ETF SCHE 3.97% $47.4M
US DOLLAR USD 0.79% $9.4M
SCHWAB SHORT TERM US TREASURY ETF SCHO 0.67% $7.9M
SCHWAB GOVERNMENT MONEY ULTRA SGUXX 0.33% $4.0M