What does Schwab Target 2025 Index Fund Institutional Shares do?

Schwab Target 2025 Index Fund Institutional Shares (SWYDX) 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 SWYDX's market cap?

Schwab Target 2025 Index Fund Institutional Shares (SWYDX) has a market capitalization of approximately $662.3 million, as of July 24, 2026, based on the most recent share price and shares outstanding.

Does SWYDX pay a dividend?

Yes — Schwab Target 2025 Index Fund Institutional Shares (SWYDX) pays a dividend annually, with a trailing-twelve-month yield of 5.13%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.

SWYDX

Schwab Target 2025 Index Fund Institutional Shares

NASDAQ·Asset Management · Financial Services

$16.06$0.10−0.62%

Market cap$662.32M·Market closed·Jul 24 12:07 PM UTC

Price Chart

$16.06−$0.10 (−0.62%)today

+9.62%CAGR +1.86%

Select date range

FromTo

Aug 30, 2016Jul 24, 2021 → Jul 24, 2026· 5.0 yrsJul 24, 2026

Key Metrics

DividendDividend Tab

Dividend Yield (FWD)5.13%

Annual Dividend (FWD)$0.82

Dividend Growth (5Y)+27.7%

Dividend Safety—

Payout Ratio123.2%

FCF Payout Ratio—

Most Recent Dividend$0.824

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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The same diagram the Chart Builder draws, right on the Summary tab. Upgrade to unlock it for SWYDX and 80,000+ other tickers.

About Schwab Target 2025 Index Fund Institutional Shares

The fund aims to achieve its investment objectives predominantly by allocating capital to various exchange-traded funds (ETFs) managed by Schwab. Its policy dictates that, under typical market conditions, at least 80% of its total assets (including any funds borrowed for investment purposes) will be invested in underlying funds engineered to mirror the performance of specific market benchmarks. The fund's investment approach is strategically tailored to the target retirement year specified in its name, predicated on an assumed retirement age of 65 for its investors.

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

Peers

Peers Tab

PDEZX

PGIM Jennison Emerging Markets Equity Opportunities Fund Class Z

Cap

$706.6M

SWYHX

Schwab Target 2045 Index Fund Institutional Shares

Cap

$1.2B

SWYLX

Schwab Target 2020 Index Fund Institutional Shares

Cap

$294.6M

Latest News

News Tab

No recent news available.

Frequently Asked Questions About SWYDX

What does Schwab Target 2025 Index Fund Institutional Shares do?: Schwab Target 2025 Index Fund Institutional Shares (SWYDX) 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 SWYDX's market cap?: Schwab Target 2025 Index Fund Institutional Shares (SWYDX) has a market capitalization of approximately $662.3 million, as of July 24, 2026, based on the most recent share price and shares outstanding.
Does SWYDX pay a dividend?: Yes — Schwab Target 2025 Index Fund Institutional Shares (SWYDX) pays a dividend annually, with a trailing-twelve-month yield of 5.13%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.