What does Schwab Target 2030 Index Fund Institutional Shares do?

Schwab Target 2030 Index Fund Institutional Shares (SWYEX) 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 SWYEX's market cap?

Schwab Target 2030 Index Fund Institutional Shares (SWYEX) has a market capitalization of approximately $1.84 billion, as of July 23, 2026, based on the most recent share price and shares outstanding.

Does SWYEX pay a dividend?

Yes — Schwab Target 2030 Index Fund Institutional Shares (SWYEX) pays a dividend annually, with a trailing-twelve-month yield of 2.35%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.

SWYEX

Schwab Target 2030 Index Fund Institutional Shares

NASDAQ·Asset Management · Financial Services

$18.81$0.02−0.11%

Market cap$1.84B·Jul 23 12:07 PM UTC

Price Chart

$18.81−$0.02 (−0.11%)today

+22.46%CAGR +4.14%

Select date range

FromTo

Aug 30, 2016Jul 23, 2021 → Jul 23, 2026· 5.0 yrsJul 23, 2026

Key Metrics

DividendDividend Tab

Dividend Yield (FWD)2.35%

Annual Dividend (FWD)$0.44

Dividend Growth (5Y)+12.8%

Dividend Safety—

Payout Ratio55.8%

FCF Payout Ratio—

Most Recent Dividend$0.442

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 2030 Index Fund Institutional Shares

This fund aims to achieve its financial objectives predominantly by investing in Schwab's own exchange-traded funds (ETFs). Under typical circumstances, a minimum of 80% of its overall assets (encompassing net assets and any funds borrowed for investment purposes) are dedicated to underlying funds designed to track the performance of particular market benchmarks. The fund's investment strategy is specifically tailored to the target retirement year indicated in its title, operating on the assumption that retirement will occur at age 65.

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

Peers

Peers Tab

SWYGX

Schwab Target 2040 Index Fund Institutional Shares

Cap

$1.8B

SWYMX

Schwab Target 2050 Index Fund Institutional Shares

Cap

$1.7B

SWYFX

Schwab Target 2035 Index Fund Institutional Shares

Cap

$1.6B

Latest News

News Tab

No recent news available.

Frequently Asked Questions About SWYEX

What does Schwab Target 2030 Index Fund Institutional Shares do?: Schwab Target 2030 Index Fund Institutional Shares (SWYEX) 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 SWYEX's market cap?: Schwab Target 2030 Index Fund Institutional Shares (SWYEX) has a market capitalization of approximately $1.84 billion, as of July 23, 2026, based on the most recent share price and shares outstanding.
Does SWYEX pay a dividend?: Yes — Schwab Target 2030 Index Fund Institutional Shares (SWYEX) pays a dividend annually, with a trailing-twelve-month yield of 2.35%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.