SWYGX holdings — Schwab Target 2040 Index Fund
Schwab Target 2040 Index Fund (SWYGX) held 8 positions with net assets of $1.79B as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 99.2% of the fund, led by SCHX, SCHZ, SCHF.
SWYGX top holdings
- SCHX Schwab U.S. Large-Cap ETF — 44.19% ($792M)
- SCHZ Schwab U.S. Aggregate Bond ETF — 21.83% ($391M)
- SCHF Schwab International Equity ETF — 19.36% ($347M)
- SCHA Schwab U.S. Small-Cap ETF — 4.40% ($78.9M)
- SCHH Schwab U.S. REIT ETF — 4.15% ($74.4M)
- SCHE Schwab Emerging Markets Equity ETF — 4.14% ($74.3M)
- SCHO Schwab Short-Term U.S. Treasury ETF — 0.72% ($12.9M)
- Schwab Government Money Fund — 0.43% ($7.73M)
What are SWYGX's top 10 holdings?
SCHX (44.2%), SCHZ (21.8%), SCHF (19.4%), SCHA (4.4%), SCHH (4.2%), SCHE (4.1%), SCHO (0.7%), Schwab Government Money Fund (0.4%).
How many stocks are in SWYGX?
Schwab Target 2040 Index Fund reported 8 holdings as of June 30, 2026.