What does Schwab Target 2040 Index Fund Institutional Shares do?

Schwab Target 2040 Index Fund Institutional Shares (SWYGX) 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 SWYGX's market cap?

Schwab Target 2040 Index Fund Institutional Shares (SWYGX) has a market capitalization of approximately $1.79 billion, as of July 23, 2026, based on the most recent share price and shares outstanding.

Does SWYGX pay a dividend?

Yes — Schwab Target 2040 Index Fund Institutional Shares (SWYGX) pays a dividend annually, with a trailing-twelve-month yield of 2.04%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.

SWYGX

Schwab Target 2040 Index Fund Institutional Shares

NASDAQ·Asset Management · Financial Services

$22.02$0.03−0.14%

Market cap$1.79B·Jul 23 12:07 PM UTC

Price Chart

$22.02−$0.03 (−0.14%)today

+34.51%CAGR +6.11%

Select date range

FromTo

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

Key Metrics

DividendDividend Tab

Dividend Yield (FWD)2.04%

Annual Dividend (FWD)$0.45

Dividend Growth (5Y)+12.3%

Dividend Safety—

Payout Ratio47.5%

FCF Payout Ratio—

Most Recent Dividend$0.449

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 2040 Index Fund Institutional Shares

The fund aims to achieve its financial objectives by primarily allocating its capital to Schwab's affiliated exchange-traded funds (ETFs). Under typical conditions, it maintains a mandate to invest a minimum of 80% of its total assets (comprising net assets and any funds borrowed for investment) into constituent funds specifically engineered to mirror the returns of various market indices. Its management approach is tailored to the target retirement date prominently featured in its name, operating on the premise of an investor retiring at age 65.

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

Peers

Peers Tab

SWYEX

Schwab Target 2030 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 SWYGX

What does Schwab Target 2040 Index Fund Institutional Shares do?: Schwab Target 2040 Index Fund Institutional Shares (SWYGX) 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 SWYGX's market cap?: Schwab Target 2040 Index Fund Institutional Shares (SWYGX) has a market capitalization of approximately $1.79 billion, as of July 23, 2026, based on the most recent share price and shares outstanding.
Does SWYGX pay a dividend?: Yes — Schwab Target 2040 Index Fund Institutional Shares (SWYGX) pays a dividend annually, with a trailing-twelve-month yield of 2.04%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.