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Schwab Target 2030 Fund (SWDRX)

US Funds

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18.19 +0.02 +0.11%

03/10 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 1.02B

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SWDRX Holdings

Comprehensive information about top holdings and Key Holding Information for the Schwab Target 2030 (SWDRX) fund. Our Schwab Target 2030 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.54	9.58	9.04
Shares	58.94	58.97	0.03
Bonds	40.50	46.18	5.68
Convertible	0.01	0.01	0.00
Preferred	0.02	0.02	0.00

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.98	18.08
Price to Book	2.76	2.70
Price to Sales	2.01	1.97
Price to Cash Flow	11.53	11.16
Dividend Yield	2.11	2.09
5 Years Earnings Growth	9.67	10.43

Sector Allocation

Name	Net %	Category Average
Technology	24.42	22.37
Financial Services	13.72	16.22
Healthcare	11.19	11.00
Industrials	10.91	11.59
Consumer Cyclical	9.66	10.66
Communication Services	8.59	7.27
Real Estate	7.60	4.04
Consumer Defensive	5.12	6.10
Energy	3.62	4.09
Basic Materials	3.11	3.82
Utilities	2.05	2.86

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 23

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Schwab® S&P 500 Index	-	17.37	-	-
Schwab US Aggregate Bond Index	-	15.41	-	-
Schwab International Opportunities	-	8.48	-	-
Baird Aggregate Bond Inst	-	6.70	-	-
Schwab® International Core Equity	-	6.21	-	-
Schwab Select Large Cap Growth	-	5.65	-	-
Schwab Short-Term Bond Index	-	4.61	-	-
Dodge & Cox Stock I	-	4.14	-	-
PIMCO International Bond (USD-Hdg) Instl	-	3.86	-	-
Schwab Global Real Estate	-	3.64	-	-

Top Bond Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab US Aggregate Bond Index	5.43B	4.95	2.96	-
Schwab Treasury Infl Protected Sec	2.73B	6.44	2.33	2.82
Schwab Target 2040	1.3B	11.81	14.16	8.94
US80850L7837	1.31B	12.96	15.55	-
Schwab Target 2035	665.82M	11.03	13.16	8.40

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