Schwab Target 2040 Fund (SWERX)
Market Closed
24 Jul, 20:00
NASDAQ NASDAQ Primary $
21. 15
0
0%
$
- Market Cap
1.38% Div Yield
0 Volume
$ 21.15
Previous Close Investors:
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Summary
SWERX closed Friday higher at $21.15, an increase of 0% from Thursday's close, completing a monthly decrease of -1.0295% or -$0.22. Over the past 12 months, SWERX stock gained 6.7104%.
SWERX pays dividends to its shareholders, with the most recent payment made on Dec 30, 2024. The next estimated payment will be in 6 months ago on Dec 30, 2025 for a total of $0.897.
The stock of the company had never split.
The company's stock is traded on one exchange.
SWERX Chart
Schwab Target 2040 Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 1,013 | $19,976.36 | $21,526.25 | $1,549.89 | 7.76% |
Schwab Target 2040 Fund (SWERX) FAQ
What is the stock price today?
The current price is $21.15.
On which exchange is it traded?
Schwab Target 2040 Fund is listed on NASDAQ.
What is its stock symbol?
The ticker symbol is SWERX.
Does it pay dividends? What is the current yield?
Yes, It pays dividends and the current yield is 1.38%.
What is its market cap?
As of today, no market cap data is available.
Has Schwab Target 2040 Fund ever had a stock split?
No, there has never been a stock split.
Schwab Target 2040 Fund Profile
| NASDAQ Exchange | United States Country |
Overview
The fund is a versatile investment vehicle that seeks to fulfill its investment objectives by primarily allocating its assets across a diverse mix of affiliated Schwab Funds, including Schwab ETFs, and potentially incorporating unaffiliated third party mutual funds and ETFs. This mix allows the fund to adopt a flexible approach towards achieving its targeted portfolio allocation, enabling it to navigate various market conditions by leveraging the strengths of different underlying funds.
Products and Services
The fund's investment strategy revolves around a carefully curated selection of investment vehicles, designed to offer investors a balanced and diversified portfolio. These include:
- Affiliated Schwab Funds and Schwab ETFs: The core of the fund's investment strategy focuses on a broad array of Schwab's own mutual funds and ETFs. This in-house investment approach enables the fund to maintain a level of cohesiveness and alignment with the broader investment principles and methodologies championed by Schwab.
- Unaffiliated Third Party Mutual Funds and ETFs: To complement its investment in Schwab's own offerings, the fund also considers incorporating select mutual funds and ETFs from third parties. This allows the fund to diversify beyond the confines of its affiliated entities, potentially gaining exposure to different asset classes, regions, or investment strategies that are not covered by Schwab's internal lineup.
Contact Information
Address: San Francisco, CA 94105
Phone: -
Website: https://www.schwab.com
