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Schwab Target 2025 Fund (SWHRX)

US Funds

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15.59 +0.04 +0.26%

22/11 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Schwab Funds

Asset Class: Bond

Morningstar Rating:
Total Assets: 448.88M

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SWHRX Holdings

Comprehensive information about top holdings and Key Holding Information for the Schwab Target 2025 (SWHRX) fund. Our Schwab Target 2025 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	2.81	8.96	6.15
Stocks	47.17	47.17	0.00
Bonds	50.12	55.55	5.43
Convertible	0.03	0.03	0.00

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.37	16.96
Price to Book	2.67	2.56
Price to Sales	1.91	1.84
Price to Cash Flow	11.34	10.85
Dividend Yield	2.08	2.20
5 Years Earnings Growth	11.53	11.52

Sector Allocation

Name	Net %	Category Average
Technology	23.75	21.64
Healthcare	12.90	12.07
Financial Services	12.34	15.25
Industrials	10.65	11.25
Consumer Cyclical	9.98	10.23
Real Estate	8.31	4.63
Communication Services	7.95	6.78
Consumer Defensive	5.32	6.31
Energy	3.49	4.74
Basic Materials	3.15	4.26
Utilities	2.16	2.84

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 22

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Schwab US Aggregate Bond Index	-	21.31	-	-
Schwab® S&P 500 Index	-	15.18	-	-
Baird Aggregate Bond Inst	-	11.78	-	-
Schwab International Opportunities	-	6.37	-	-
Schwab Short-Term Bond Index	-	6.37	-	-
Schwab Treasury Infl Protected Secs Idx	-	5.01	-	-
Schwab® International Core Equity	-	4.73	-	-
Dodge & Cox Stock I	-	3.50	-	-
Loomis Sayles Investment Grade Bond Y	-	3.34	-	-
Schwab Select Large Cap Growth	-	3.05	-	-

Top Bond Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab US Aggregate Bond Index	5.18B	1.96	-2.25	-
Schwab Treasury Infl Protected Sec	2.43B	3.11	-1.60	2.17
Schwab Target 2040	1.21B	12.15	3.16	7.60
Schwab Target 2030	1B	10.02	2.37	6.64
US80850L7837	1.01B	13.83	4.60	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Schwab Target 202.	15.59	+0.04	+0.26%