Schwab Target 2025 Index Fund Institutional Shares
SWYDX
NASDAQ- -
USD
- -
- -
Capital Structure
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 211 Main Street San Francisco CA United States of America 94105
- IPO Date
- Aug 30, 2016
- CIK
- 0000904333
- Website
- schwabassetmanagement.com
- Similar Companies
- Business
- Schwab Target 2025 Index Fund Institutional Shares (SWYDX) is a target-date mutual fund that provides capital appreciation and income consistent with its asset allocation, which glides toward a more conservative mix as the target retirement date of 2025 approaches, assuming retirement at age 65. The fund invests primarily in a portfolio of affiliated low-cost Schwab exchange-traded funds (ETFs), including Schwab U.S. Aggregate Bond ETF (SCHZ; approximately 42%), Schwab U.S. Large-Cap ETF (SCHX; approximately 29%), Schwab International Equity ETF (SCHF; approximately 10%), Schwab Short-Term U.S. Treasury ETF (SCHO; approximately 6%), and Schwab U.S. TIPS ETF (SCHP; approximately 6%), with additional allocations to Schwab U.S. REIT ETF (SCHH), Schwab U.S. Small-Cap ETF (SCHA), and Schwab Government Money Ultra (SGUXX); it maintains a policy to invest at least 80% of assets in such index-tracking underlying funds under normal circumstances. Launched on August 25, 2016, the fund is managed by Schwab Asset Management, a division of The Charles Schwab Corporation, founded in 1971 and headquartered in West Lake, Texas, with operations focused on U.S. investors seeking diversified, all-in-one retirement solutions. In recent developments, Charles Schwab announced in November 2025 an agreement to acquire Forge Global Holdings, a private markets platform, for approximately $660 million to enhance liquidity, transparency, and access to private investments for retail and advisor clients, building on its earlier launch of Schwab Alternative Investments Select and Schwab Private Issuer Equity Services. Additionally, in June 2025, Schwab Asset Management reduced expense ratios on several equity index ETFs underlying its funds, including those in the Target series, effective June 10, while implementing forward share splits on related index funds like Schwab Total Stock Market Index Fund (SWTSX) and Schwab S&P 500 Index Fund (SWPPX) to align net asset values more closely with historical pricing. These moves reflect ongoing strategic expansions in alternative investments and cost efficiencies within Schwab's broader asset management offerings.