What does Schwab Target 2025 Fund do?

Schwab Target 2025 Fund (SWHRX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.

What is SWHRX's market cap?

Schwab Target 2025 Fund (SWHRX) has a market capitalization of approximately $376.1 million, as of July 22, 2026, based on the most recent share price and shares outstanding.

Does SWHRX pay a dividend?

Yes — Schwab Target 2025 Fund (SWHRX) pays a dividend annually, with a trailing-twelve-month yield of 9.70%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.

SWHRX

Schwab Target 2025 Fund

NASDAQ·Asset Management · Financial Services

$15.29$0.02−0.13%

Market cap$376.14M·Market closed·Jul 22 8:00 PM UTC

Price Chart

$15.29−$0.02 (−0.13%)today

−10.48%CAGR −2.19%

Select date range

FromTo

Mar 12, 2008Jul 23, 2021 → Jul 23, 2026· 5.0 yrsJul 23, 2026

Key Metrics

DividendDividend Tab

Dividend Yield (FWD)9.70%

Annual Dividend (FWD)$1.48

Dividend Growth (5Y)+26.1%

Dividend Safety—

Payout Ratio210.1%

FCF Payout Ratio—

Most Recent Dividend$1.48

Ex-Dividend DateDec 30

Payment DateDec 30

EarningsEarnings Tab

EPS (FWD)—

P/E Ratio (FWD)—

EPS Growth (1Y)—

EPS Growth (3Y)—

EPS Growth (5Y)—

Next Earnings Date—

Last Report Date—

Reported vs Estimate—

Earnings Surprise—

Income Statement Flow

PRO

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About Schwab Target 2025 Fund

This fund aims to fulfill its investment goals primarily by directing its assets into a mix of affiliated Schwab Funds and Laudus Funds. It also retains the discretion to invest in mutual funds offered by unrelated, third-party companies. These various investments – including Schwab Funds, Laudus Funds, and other external funds – are collectively known as 'underlying funds.' The fund's allocation among these underlying holdings strictly adheres to its predetermined target portfolio strategy.

Sector: Financial Services
Industry: Asset Management
Exchange: NASDAQ
Website: www.schwabassetmanagement.com/products/swhrx

Peers

Peers Tab

SWCRX

Schwab Target 2020 Fund

Cap

$277.7M

TRRVX

T. Rowe Price Target 2025

Cap

$404.1M

TRHRX

T. Rowe Price Target Retirement 2040 Fund

Cap

$447.3M

Latest News

News Tab

No recent news available.

Frequently Asked Questions About SWHRX

What does Schwab Target 2025 Fund do?: Schwab Target 2025 Fund (SWHRX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.
What is SWHRX's market cap?: Schwab Target 2025 Fund (SWHRX) has a market capitalization of approximately $376.1 million, as of July 22, 2026, based on the most recent share price and shares outstanding.
Does SWHRX pay a dividend?: Yes — Schwab Target 2025 Fund (SWHRX) pays a dividend annually, with a trailing-twelve-month yield of 9.70%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.