Schwab Capital Trust - Schwab Target 2040 Index Fund logo

Schwab Capital Trust - Schwab Target 2040 Index Fund(NASDAQMUTFUND) SWYGX

Market CapN/AMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.
Since IPO (2016)+166%
5 Year+47%
1 Year+12%
1 Month-0%
$21.97
-0.68%
-0.15Today
Schwab Capital Trust - Schwab Target 2040 Index Fund last closing stock price
MetricPriceDate
Last closeUSD 21.972026-10-16
Schwab Capital Trust - Schwab Target 2040 Index Fund stock price return by period
PeriodPrice returnPrice at period startPeriod start date
1 week-1.21%USD 22.242026-10-09
1 month-0.23%USD 22.022026-09-16
3 month+0.14%USD 21.942026-07-17
Year to date+9.09%USD 20.142025-12-31
1 year+11.61%USD 19.682025-10-16
3 year+59.88%USD 13.742023-10-17
5 year+47.47%USD 14.902021-10-15
Since inception+166.11%USD 8.262016-08-26

Schwab Capital Trust - Schwab Target 2040 Index Fund Financials at a Glance

Market Cap

N/AMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

Revenue (TTM)

N/A

Net Income (TTM)

N/A

EPS (TTM)

$0.00

P/E Ratio

0.00

Dividend

$0.00

Beta (Volatility)

0.00 (Low)

Price

$21.97

Volume

N/A

Open

$22.12

Previous Close

$21.97

Daily Range

$21.97 - $21.97

52-Week Range

$21.97 - $21.97

Estimated Earnings Date

N/A

SWYGX News

No articles available.

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About Schwab Capital Trust - Schwab Target 2040 Index Fund

Schwab Target 2040 Index Fund Institutional Shares is designed to help investors achieve their retirement goals by allocating capital primarily to affiliated exchange-traded funds (ETFs). The fund focuses on a target retirement date, typically for individuals planning to retire at age 65, and aims to mirror the returns of various market indices.

Products and Services
  • Investment in Schwab's affiliated ETFs
  • Target-date investment strategy
  • Focus on long-term capital appreciation
Growth Outlook
  • Market capitalization stands at approximately $1.81 billion
  • Dividend yield of 2.02% reflects steady income potential
  • Price range over the past year indicates stable performance
Financial Highlights
  • Recent price of $22.21, close to the year high of $22.68
  • Dividend paid per share is $0.4491
  • Consistent performance with a beta of 1.11, indicating market correlation
The Schwab Target 2040 Index Fund Institutional Shares offers a structured approach to retirement investing, focusing on a diversified portfolio that aligns with the retirement timeline of its investors. The fund's strategy of investing in ETFs allows for broad market exposure while maintaining a focus on long-term growth. The recent financial highlights indicate a solid position in the market, with a competitive dividend yield and a stable price range, making it an attractive option for those looking to invest for the future.
AI Generated • Oct 14, 2026

Industry

Capital Markets

Sector

Financials

Headquarters

Westlake, TX 76262, US

SWYGX Financials

Key Financial Metrics (TTM)

Gross Margin

N/A

Operating Margin

N/A

Net Income Margin

N/A

Return on Equity

0.00%

Return on Capital

N/A

Return on Assets

N/A

Earnings Yield

N/A

Dividend Yield

0.00%

Payout Ratio

N/A

Stock Overview

Market Cap

N/AMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

Shares Outstanding

0

Volume

N/A

Avg. Volume

0

Financials (TTM)

Gross Profit

N/A

Operating Income

N/A

EBITDA

N/A

Operating Cash Flow

N/A

Capital Expenditure

N/A

Free Cash Flow

N/A

Cash & ST Invst.

N/A

Total Debt

N/A

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Questions About SWYGX

What is the current price of Schwab Capital Trust - Schwab Target 2040 Index Fund?

Schwab Capital Trust - Schwab Target 2040 Index Fund is trading at $21.97 per share.

What is the 52-week range for Schwab Capital Trust - Schwab Target 2040 Index Fund?

Over the past 52 weeks, Schwab Capital Trust - Schwab Target 2040 Index Fund has traded between $21.97 and $21.97.

How much debt does Schwab Capital Trust - Schwab Target 2040 Index Fund have?

Schwab Capital Trust - Schwab Target 2040 Index Fund total debt is unavailable.

How much cash does Schwab Capital Trust - Schwab Target 2040 Index Fund have on hand?

Schwab Capital Trust - Schwab Target 2040 Index Fund does not have cash on hand data available.

What is Schwab Capital Trust - Schwab Target 2040 Index Fund’s dividend yield?

Schwab Capital Trust - Schwab Target 2040 Index Fund does not currently have a dividend yield.

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