Schwab Target 2065 Index Fund (SWYOX) is an MF managed by Charles Schwab. Its largest position is SCHWAB US LARGE-CAP ETF (SCHX), representing 52.55% of fund assets.
Schwab Target 2065 Index Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SWYOX
- Type:
- MF
- Manager:
- Charles Schwab
- Total Assets:
- —
- Report Date:
- Mar 31, 2026
- Filing Date:
- May 22, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
SCHWAB US LARGE-CAP ETF
|
52.55% | $200,773,609.76 | 7,830,484 |
|
-
SCHWAB INTERNATIONAL EQUITY ETF
|
24.20% | $92,444,121.00 | 3,735,116 |
|
-
SCHWAB EMERGING MARKETS EQUITY ETF
|
8.01% | $30,592,493.40 | 928,452 |
|
-
SCHWAB US SMALL-CAP ETF
|
6.81% | $26,023,052.24 | 894,878 |
|
-
SCHWAB U.S. REIT ETF
|
4.79% | $18,286,442.72 | 850,928 |
|
-
SCHWAB U.S. AGGREGATE BOND ETF
|
2.99% | $11,425,052.70 | 492,035 |
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