BackSchwab Target 2030 Index Fund Institutional Shares Overview

Schwab Target 2030 Index Fund Institutional Shares Total Assets

Schwab Target 2030 Index Fund Institutional Shares's total assets is $470B.

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Total Assets
$468.80B
↓ 12.46% YoYΔ $-66.75B vs prior year quarter

Peer trimmed avg / median

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Schwab Target 2030 Index Fund Institutional Shares Total Assets History

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Schwab Target 2030 Index Fund Institutional Shares vs. peers: Total Assets Comparison

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Schwab Target 2030 Index Fund Institutional Shares Total Assets Growth (YoY per quarter)

Latest change versus the prior comparable period (same company).

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Schwab Target 2030 Index Fund Institutional Shares (SWYEX) FAQ

Schwab Target 2030 Index Fund Institutional Shares posts a total assets of $470B as of March 2024. That compares with $540B in the prior-year period — down 12.5% year over year. Comparing that reading with peers and prior periods is usually more useful than looking at the number in isolation.

In the prior comparable period, Schwab Target 2030 Index Fund Institutional Shares's total assets was $540B. The latest reading is $470B — a 12.5% year-over-year decrease (period ending March 2024). Use the history and growth charts on this page for a longer lookback.

Total Assets is one piece of Schwab Target 2030 Index Fund Institutional Shares's financial statement story. At $470B, it should be interpreted next to related metrics — for example revenue with costs, assets with liabilities, or income with margins. Stockcircle links those related pages so you can move from this number to the surrounding context quickly.

Context for SWYEX's total assets usually means three checks: (1) trend versus prior periods, (2) level versus peers, and (3) consistency with growth and profitability. This page covers the first two; Schwab Target 2030 Index Fund Institutional Shares's other metric pages and overview cover the third.