Schwab Target 2035 Fund (SWIRX)

Fund Assets	535.87M
Expense Ratio	0.46%
Min. Investment	$0.00
Turnover	n/a
Dividend (ttm)	0.67
Dividend Yield	3.69%
Dividend Growth	24.34%
Payout Frequency	Annual
Ex-Dividend Date	n/a

Previous Close	17.99
YTD Return	6.57%
1-Year Return	10.98%
5-Year Return	56.85%
52-Week Low	15.70
52-Week High	18.36
Beta (5Y)	0.78
Holdings	23
Inception Date	Mar 12, 2008

About SWIRX

The Schwab Target 2035 Fund (SWIRX) seeks to provide capital appreciation and income consistent with its current asset allocation. SWIRX seeks to invest their assets directly in equity, fixed income, money market and other securities in accordance with their own investment objectives and policies.

• Fund Family: Schwab
• Category: Target-Date 2035
• Stock Exchange: NASDAQ
• Ticker Symbol: SWIRX
• Index: Dow Jones US Total Stock Market TR

Performance

SWIRX had a total return of 10.98% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.66%.

Top 10 Holdings

75.37% of assets

Name	Symbol	Weight
Schwab® S&P 500 Index Fund	SWPPX	18.39%
Schwab U.S. Aggregate Bond Index Fund	SWAGX	10.65%
Schwab International Opportunities Fund	SWMIX	10.56%
Schwab® International Core Equity Fund	SICNX	7.82%
Schwab Select Large Cap Growth Fund	LGILX	6.80%
Dodge & Cox Stock Fund Class I	DODGX	4.90%
Schwab Global Real Estate Fund™	SWASX	4.32%
PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional Class	PFORX	4.10%
Baird Aggregate Bond Fund Class Institutional	BAGIX	4.03%
Schwab Fundamental U.S. Large Company Index Fund	SFLNX	3.79%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 30, 2024	$0.6743	Dec 30, 2024
Dec 28, 2023	$0.5423	Dec 28, 2023
Dec 29, 2022	$1.0287	Dec 29, 2022
Dec 30, 2021	$1.0583	Dec 30, 2021
Dec 30, 2020	$0.484	Dec 30, 2020
Dec 30, 2019	$0.9622	Dec 30, 2019