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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)+172%
5 Year+50%
1 Year+17%
1 Month+4%
$22.48
-0.36%
-0.08Today
Schwab Capital Trust - Schwab Target 2040 Index Fund last closing stock price
MetricPriceDate
Last closeUSD 22.482026-08-28
Schwab Capital Trust - Schwab Target 2040 Index Fund stock price return by period
PeriodPrice returnPrice at period startPeriod start date
1 week+0%USD 22.482026-08-21
1 month+3.79%USD 21.662026-07-29
3 month+1.58%USD 22.132026-05-29
Year to date+11.62%USD 20.142025-12-31
1 year+16.88%USD 19.232025-08-28
3 year+57.99%USD 14.232023-08-29
5 year+49.99%USD 14.992021-08-27
Since inception+172.29%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

$22.48

Volume

N/A

Open

$22.56

Previous Close

$22.48

Daily Range

$22.48 - $22.48

52-Week Range

$22.48 - $22.48

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 invests at least 80% of its total assets in funds that mirror various market indices.

Products and Services
  • Investment in Schwab's affiliated ETFs
  • Target-date investment strategy
  • Focus on retirement planning for investors
Growth Outlook
  • Market capitalization of approximately $1.84 billion indicates strong investor interest
  • Consistent investment strategy aligns with long-term retirement goals
  • Recent price range of $19.36 to $22.57 shows stability in market conditions
Financial Highlights
  • Recent dividend yield of 1.99% reflects steady income potential
  • Dividend per share of $0.4491 supports investor returns
  • Price change of $0.09 indicates positive market sentiment
The Schwab Target 2040 Index Fund Institutional Shares aims to provide a balanced approach to retirement investing. By focusing on a target date strategy, the fund adjusts its asset allocation over time, becoming more conservative as the retirement date approaches. This method is designed to help investors manage risk while still pursuing growth opportunities. The fund's commitment to investing in Schwab's ETFs allows for a diversified portfolio that can adapt to changing market conditions, making it an appealing option for those planning for retirement.
AI Generated • Aug 13, 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 $22.48 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 $22.48 and $22.48.

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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