Schwab Target 2010 Index (SWYAX)

Fund Assets	56.90M
Expense Ratio	0.08%
Min. Investment	$0.00
Turnover	26.00%
Dividend (ttm)	0.55
Dividend Yield	3.97%
Dividend Growth	17.27%
Payout Frequency	Annual
Ex-Dividend Date	Dec 30, 2025

Previous Close	13.86
YTD Return	5.25%
1-Year Return	8.71%
5-Year Return	23.21%
52-Week Low	12.91
52-Week High	13.89
Beta (5Y)	0.50
Holdings	9
Inception Date	Aug 25, 2016

About SWYAX

This fund endeavors to meet its financial goals primarily by investing in Schwab's own exchange-traded funds (ETFs). Its established policy mandates that, under typical market circumstances, at least 80% of its total assets—which include both net assets and any capital borrowed for investment purposes—are allocated to underlying funds. These underlying funds are specifically designed to track the returns of particular market benchmarks. The fund's overall management strategy is precisely aligned with the target retirement date indicated in its title, operating on the premise that an investor will retire at age 65.

• Fund Family: Schwab
• Category: Target-Date 2000-2010
• Performance Rating: Average
• Risk Rating: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: SWYAX
• Index: Dow Jones US Total Stock Market TR

Performance

SWYAX had a total return of 8.71% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.79%.

Top Holdings

Name	Symbol	Weight
Schwab US Aggregate Bond ETF	SCHZ	49.42%
Schwab U.S. Large-Cap ETF	SCHX	22.79%
Schwab International Equity ETF	SCHF	7.33%
Schwab Short-Term US Treasury ETF	SCHO	7.18%
Schwab US TIPS ETF	SCHP	6.66%
Schwab Government Money Ultra	SGUXX	2.68%
Schwab U.S. REIT ETF	SCHH	2.00%
Schwab U.S. Small-Cap ETF	SCHA	1.27%
Usd	n/a	0.68%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 30, 2025	$0.5481	Dec 30, 2025
Dec 30, 2024	$0.4674	Dec 30, 2024
Dec 28, 2023	$0.3403	Dec 28, 2023
Dec 29, 2022	$0.2944	Dec 29, 2022
Dec 30, 2021	$0.3299	Dec 30, 2021
Dec 30, 2020	$0.2465	Dec 30, 2020

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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