Schwab Target 2035 Index (SWYFX)

Fund Assets	1.27B
Expense Ratio	0.084%
Min. Investment	$0.00
Turnover	14.00%
Dividend (ttm)	0.43
Dividend Yield	2.10%
Dividend Growth	9.36%
Payout Frequency	Annual
Ex-Dividend Date	Dec 30, 2025

Previous Close	20.55
YTD Return	8.52%
1-Year Return	11.09%
5-Year Return	43.59%
52-Week Low	18.45
52-Week High	21.14
Beta (5Y)	0.76
Holdings	10
Inception Date	Aug 25, 2016

About SWYFX

This fund strives to accomplish its investment objectives primarily by allocating its capital to exchange-traded funds (ETFs) that are affiliated with Schwab. Under typical market conditions, it maintains a strict policy to commit at least 80% of its total net assets (including any borrowed funds used for investment) to underlying portfolios specifically designed to mirror the performance of various market benchmarks. The fund's investment strategy is precisely tailored to the target retirement year indicated in its name, operating under the assumption of an investor retiring at age 65.

• Fund Family: Schwab
• Category: Target-Date 2035
• Performance Rating: Above Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: SWYFX
• Index: Dow Jones US Total Stock Market TR

Performance

SWYFX had a total return of 11.09% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.20%.

Top Holdings

Name	Symbol	Weight
Schwab U.S. Large-Cap ETF	SCHX	40.68%
Schwab US Aggregate Bond ETF	SCHZ	28.83%
Schwab International Equity ETF	SCHF	16.97%
Schwab U.S. REIT ETF	SCHH	3.76%
Schwab U.S. Small-Cap ETF	SCHA	3.31%
Schwab Emerging Markets Equity ETF	SCHE	3.02%
Schwab Short-Term US Treasury ETF	SCHO	1.44%
Usd	n/a	0.74%
Schwab US TIPS ETF	SCHP	0.67%
Schwab Government Money Ultra	SGUXX	0.59%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 30, 2025	$0.4333	Dec 30, 2025
Dec 30, 2024	$0.3962	Dec 30, 2024
Dec 28, 2023	$0.3278	Dec 28, 2023
Dec 29, 2022	$0.2669	Dec 29, 2022
Dec 30, 2021	$0.2907	Dec 30, 2021
Dec 30, 2020	$0.2485	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:

Oct 16, 2026

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