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Schwab Target 2025 Fund (SWHRX)

US Funds

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14.43 +0.11 +0.77%

14/03 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 414.12M

Type: Fund

Market: United States

Issuer: Schwab Funds

Asset Class: Bond

General
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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	2.44	6.81	4.37
Stocks	44.02	44.02	0.00
Bonds	53.62	57.23	3.61
Convertible	0.02	0.02	0.00
Preferred	0.01	0.01	0.00

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.13	17.28
Price to Book	2.74	2.61
Price to Sales	2.00	1.90
Price to Cash Flow	11.64	11.06
Dividend Yield	2.00	2.17
5 Years Earnings Growth	10.10	10.81

Sector Allocation

Name	Net %	Category Average
Technology	23.90	22.10
Financial Services	13.25	15.87
Healthcare	11.61	11.42
Consumer Cyclical	10.95	10.54
Industrials	10.44	11.10
Communication Services	8.63	7.11
Real Estate	7.96	4.60
Consumer Defensive	4.96	6.04
Energy	3.44	4.41
Basic Materials	2.77	3.92
Utilities	2.08	2.90

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	-	22.60	-	-
Schwab® S&P 500 Index	-	14.86	-	-
Baird Aggregate Bond Inst	-	11.87	-	-
Schwab Short-Term Bond Index	-	6.97	-	-
Schwab Treasury Infl Protected Secs Idx	-	5.95	-	-
Schwab International Opportunities	-	5.81	-	-
Schwab Select Large Cap Growth	-	4.24	-	-
Schwab® International Core Equity	-	4.16	-	-
Dodge & Cox Stock I	-	3.24	-	-
Schwab Global Real Estate	-	2.77	-	-

Top Bond Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab US Aggregate Bond Index	5.47B	2.74	-0.49	-
Schwab Treasury Infl Protected Sec	2.52B	3.57	-0.83	2.31
Schwab Target 2040	1.15B	2.79	6.73	7.50
US80850L7837	1.01B	2.80	7.94	-
Schwab Target 2030	945.06M	2.80	5.55	6.58

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