Schwab Target 2020 Fund Total Assets

The latest total assets for SWCRX is $470B as of March 2024. That compares with $540B in the prior-year period — down 12.5% year over year. Investors often review this figure alongside Schwab Target 2020 Fund's historical trend and sector peers before judging valuation or financial health.

Over the past year, SWCRX's total assets moved from $540B to $470B — a 12.5% year-over-year decrease. If the trend continues in the same direction for several quarters, it can signal a meaningful shift in Schwab Target 2020 Fund's operating scale or balance-sheet position.

A total assets figure of $470B for SWCRX is a snapshot of scale on that line item. On its own it does not say whether the business is healthy — you also want growth rate, margins, and how the number compares with similar companies. Explore the charts below for those layers of context.

After noting SWCRX's total assets ($470B), review year-over-year change from $540B, peer averages, and a few neighboring metrics such as revenue, margins, or valuation multiples. That combination usually beats staring at a single figure. The navigation links on this page jump you to those related views.